Dunn County Historical Society (EIN 450363742) - 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

1977

Legal Domicile

Principal Officer

Sue Powers Hartman

Phone

7015488111

Tax Period

2023-10-01 to 2024-09-30

Dunn County Historical Society, founded in 1977, is a small nonprofit in the Community Improvement sector that reported $833K in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $648K, a strong 78% operating margin.

Mission

The organization exists to preserve and promote the heritage of Dunn County North Dakota.

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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 $28,258

Program Service Revenue $0

Investment Income $74,018

Other Revenue $730,951

TOTAL REVENUE $833,227

Expense Breakdown

Grants Paid $0

Salaries & Benefits $82,793

Fundraising Expenses $0

Program Expenses $136,091

Other Expenses $102,077

TOTAL EXPENSES $184,870

Year-over-Year Comparison

	2023	2022	Change
Revenue	$833,227	$1,049,807	-0.2%
Expenses	$184,870	$106,437	+0.7%
Net Income	$648,357	$943,370	-0.3%

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

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
Sue Powers Hartman	President	1.00	Officer Director	$0	$0	$0
James Perhus	Vice President	1.00	Officer Director	$0	$0	$0
Dennis Anderson	Secretary (Beg Nov)	1.00	Officer Director	$0	$0	$0
Verna Wolf	Treasurer	1.00	Officer Director	$0	$0	$0
Maria Sickler	Secretary/ Board Member (Beg Nov)	1.00	Officer Director	$0	$0	$0
Doreen Pachl	Board Member (End Nov)	1.00	Director	$0	$0	$0
Garrett Andy Wilder	Board Member	1.00	Director	$0	$0	$0
Scott Lynch	Board Member	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	$833,227	$184,870	$2,854,407	$648,357
2023	$1,049,807	$106,437	$2,122,386	$943,370
2022	$76,681	$90,235	$1,141,805	$-13,554
2021	$570,890	$73,215	$1,258,056	$497,675
2020	$58,959	$62,083	$719,415	$-3,124

Dunn County Historical Society