Cass County North Dakota Historical Society (EIN 450306858) - 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

Formation Year

1954

Legal Domicile

Principal Officer

William Erickson

Phone

7012822822

Tax Period

2023-01-01 to 2023-12-31

Cass County North Dakota Historical Society, founded in 1954, is a small nonprofit in the Arts, Culture & Humanities sector that reported $909K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $237K, a strong 26% operating margin.

Mission

To collect, display, and interpret artifacts relevant to the history and cultural heritage of Cass County and the Red River Valley.

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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 (2023)

Revenue Breakdown

Contributions & Grants $600,678

Program Service Revenue $117,755

Investment Income $161,961

Other Revenue $28,405

TOTAL REVENUE $908,799

Expense Breakdown

Grants Paid $0

Salaries & Benefits $243,832

Fundraising Expenses $51,675

Program Expenses $513,106

Other Expenses $427,883

TOTAL EXPENSES $671,715

Year-over-Year Comparison

	2023	2022	Change
Revenue	$908,799	$788,678	+0.2%
Expenses	$671,715	$594,223	+0.1%
Net Income	$237,084	$194,455	+0.2%

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

120

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

$77,007

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kristen Fellows	President	10.00	Officer Director	$0	$0	$0
Jonathan Haux	Vice President	2.00	Officer Director	$0	$0	$0
Angela Smith	Secretary	2.00	Officer Director	$0	$0	$0
Brock Tallakson	Treasurer	2.00	Officer Director	$0	$0	$0
Kent Lindemann	Director	1.00	Director	$0	$0	$0
Brad Nudell	Director	1.00	Director	$0	$0	$0
David Goven	Director	1.00	Director	$0	$0	$0
Bill Erickson	Director	1.00	Director	$0	$0	$0
Laura Maeyaert	Director	1.00	Director	$0	$0	$0
Shane Cullen	Director	1.00	Director	$0	$0	$0
Dan Suckert	Director	1.00	Director	$0	$0	$0
Tom Kenville	Director (through April)	1.00	Director	$0	$0	$0
Nicole Rygh	Director (from April)	1.00	Director	$0	$0	$0
Mike Nobis	Director (from April)	1.00	Director	$0	$0	$0
Beth Jansen	Executive Director	40.00	Officer	$72,207	$4,800	$77,007

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	No data	No data	No data	No data
2023	$908,799	$671,715	$3,665,896	$237,084
2022	$788,678	$594,223	$3,409,438	$194,455
2021	$583,050	$523,632	$2,814,180	$59,418
2020	$571,540	$437,457	$2,741,329	$134,083
2019	$672,774	$493,054	$2,632,019	$179,720
2018	$497,490	$450,810	$2,396,451	$46,680

Cass County North Dakota Historical Society