PEMBINA COUNTY HISTORICAL SOCIETY (EIN 450306575) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Principal Officer

LORI CAMERON

Phone

7017407045

Tax Period

2024-01-01 to 2024-12-31

PEMBINA COUNTY HISTORICAL SOCIETY, founded in 1967, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $97K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $22K, a strong 22% operating margin.

Mission

HISTORICAL PRESERVATION & EDUCATION

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $73,194

Program Service Revenue $17,666

Investment Income $429

Other Revenue $5,950

TOTAL REVENUE $97,239

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,295

Fundraising Expenses $0

Program Expenses $71,250

Other Expenses $58,373

TOTAL EXPENSES $75,668

Year-over-Year Comparison

	2024	2023	Change
Revenue	$97,239	$78,151	+0.2%
Expenses	$75,668	$55,347	+0.4%
Net Income	$21,571	$22,804	-0.1%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$11,036

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOT BECKER	PRESIDENT	1.00	Officer Director	$0	$0	$0
JIM BENJAMINSON	V. PRESIDENT	1.00	Officer Director	$0	$0	$0
EMILY CARPENTER	SECRETARY	1.00	Officer Director	$0	$0	$0
LORI CAMERON	TREASURER	3.00	Officer Director	$0	$0	$0
JUDY SCHROEDER-GILL	DIRECTOR	1.00	Director	$0	$0	$0
RORY SEEGER	DIRECTOR	1.00	Director	$0	$0	$0
KEITH HARTZ	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS MORRISON	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES MORRISON	DIRECTOR	1.00	Director	$0	$0	$0
ZELDA HARTJE	MUSEUM CURATOR	6.00	Director Highest	$11,036	$0	$11,036
BRIAN DEVINE	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN O'LEARY	DIRECTOR	1.00	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
2024	$97,239	$75,668	$1,493,275	$21,571
2023	$78,151	$55,347	$1,471,704	$22,804
2022	$212,589	$48,851	$1,449,673	$163,738
2021	$96,448	$52,054	$1,285,346	$44,394
2020	$70,292	$28,411	$1,240,768	$41,881
2019	$74,522	$49,604	$1,198,887	$24,918
2018	$67,650	$57,669	$1,174,436	$9,981

PEMBINA COUNTY HISTORICAL SOCIETY