HISTORIC PELLA TRUST INC BOERTJE (EIN 421446570) - Form 990 Financial Analysis & Trantor Score

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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

Legal Domicile

Principal Officer

BRUCE BOERTJE

Phone

6412041876

Tax Period

2024-01-01 to 2024-12-31

HISTORIC PELLA TRUST INC BOERTJE is a micro nonprofit in the Community Improvement sector that reported $79K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $45K, a strong 57% operating margin.

Mission

HISTORIC PELLA TRUST WAS ORGANIZED TO PROTECT AND PRESERVE PELLA'S HERITAGE BY PRESERVING HISTORIC BUILDING SITES, SO THAT FUTURE GENERATIONS WILL CONTINUE TO HONOR THE TIME AND TALENT OF OUR FOREFATHERS.

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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 $59,023

Program Service Revenue $7,320

Investment Income $12,529

Other Revenue $0

TOTAL REVENUE $78,872

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $5,119

Program Expenses $29,075

Other Expenses $34,194

TOTAL EXPENSES $34,194

Year-over-Year Comparison

	2024	2023	Change
Revenue	$78,872	$70,935	+0.1%
Expenses	$34,194	$91,320	-0.6%
Net Income	$44,678	$-20,385	-3.2%

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
DODY BOAT	DIRECTOR	N/A	Director	$0	$0	$0
BRUCE BOERTJE	PRESIDENT	2.00	Officer Director	$0	$0	$0
ANNIE VANDE KAMP	SECRETARY	N/A	Director	$0	$0	$0
JORDAN VANDE KAMP	DIRECTOR	N/A	Director	$0	$0	$0
GERAE KELLY	EXECUTIVE DI	N/A	Director	$0	$0	$0
MATT MCCULLA	TREASURER	N/A	Officer Director	$0	$0	$0
DUANE REMPE	DIRECTOR	N/A	Director	$0	$0	$0
WAYNE STIENSTRA	DIRECTOR	N/A	Director	$0	$0	$0
ANN SUMMITT	DIRECTOR	N/A	Director	$0	$0	$0
LILA TURNBULL	VICE PRESIDE	N/A	Director	$0	$0	$0
MARY VAN WYK	DIRECTOR	N/A	Director	$0	$0	$0
BOB ZYLSTRA	DIRECTOR	N/A	Officer Director	$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	No data	No data	No data	No data
2024	$78,872	$34,194	$215,962	$44,678
2023	$70,935	$91,320	$171,284	$-20,385
2022	$39,911	$30,204	$192,191	$9,707
2020	$76,778	$134,629	$200,752	$-57,851
2019	$117,159	$66,150	$259,607	$51,009

HISTORIC PELLA TRUST INC BOERTJE