SWEDISH HERITAGE SOCIETY FOUNDATIO… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

MONTE KANN

Phone

3192542317

Tax Period

2024-09-01 to 2025-08-31

SWEDISH HERITAGE SOCIETY FOUNDATION INC, founded in 1991, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $68K in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. Net assets of $551K represent 97 months of operating reserves.

Mission

THE MISSION OF THE SWEDISH HERITAGE SOCIETY IS TO CREATE A COMMUNITY WHICH PRESERVES ITS SWEDISH-AMERICAN HERITAGE AND INTERPRETS THE SIGNIFICANCE OF THAT HERITAGE FOR THE PRESENT AND FUTURE.

Program Service Accomplishments

Program 1

Expenses: $44,944

MAINTAIN MUSUEM OF SWEDISH AMERICAN CULTURE, LIBRARY OF RELATED DOCUMENTS, GENEALOGICAL RESEARCH SOURCES, PROVIDE EDUCATIONAL SERVICES TO SCHOOLS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $43,254

Program Service Revenue $0

Investment Income $9,568

Other Revenue $15,622

TOTAL REVENUE $68,444

Expense Breakdown

Grants Paid $0

Salaries & Benefits $34,081

Fundraising Expenses $1,382

Program Expenses $44,944

Other Expenses $35,169

TOTAL EXPENSES $69,250

Year-over-Year Comparison

	2024	2023	Change
Revenue	$68,444	$98,775	-0.3%
Expenses	$69,250	$65,721	+0.1%
Net Income	$-806	$33,054	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRISH WOEPKING	DIRECTOR	6.50	Director	$0	$0	$0
GENNY DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
NORMA LINDEEN	DIRECTOR	1.00	Director	$0	$0	$0
JOHANNA CRAWFORD	DIRECTOR	1.00	Director	$0	$0	$0
BEVERLY BENDA	DIRECTOR	1.00	Director	$0	$0	$0
MEG ROSE	DIRECTOR	1.00	Director	$0	$0	$0
KARLA CRAWFORD KERR	DIRECTOR	1.00	Director	$0	$0	$0
TIM OLSON	SECRETARY	1.00	Officer	$0	$0	$0
RALPH SANDEEN	PRESIDENT	2.50	Officer	$0	$0	$0
STEVE HEDLUND	VICE PRESIDENT	1.00	Officer	$0	$0	$0
MONTE KANN	TREASURER	2.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$68,444	$69,250	$552,195	$-806
2024	$98,775	$65,721	$552,646	$33,054
2023	$105,573	$63,686	$525,333	$41,887

SWEDISH HERITAGE SOCIETY FOUNDATION INC