THEODORE ROOSEVELT NATURE & HISTORY ASSO (EIN 456011102) - 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

1962

Legal Domicile

Principal Officer

TRACY SEXTON

Phone

7016234884

Tax Period

2024-10-01 to 2025-09-30

THEODORE ROOSEVELT NATURE & HISTORY ASSO, founded in 1962, is a small nonprofit in the Environment sector that reported $999K in total revenue in fiscal year 2024. The organization ran a surplus of $503K, a strong 50% operating margin.

Mission

PROVIVIDING SUPPORT, SERVICES, AND EDUCATIONAL MERCHANDISE TO ENHANCE VISITOR EXPERIENCE AND ENJOYMENT THROUGH HISTORICAL, SCIENTIFIC, AND EDUCATIONAL ACTIVITIES IN THEODORE ROOSEVELT NATIONAL PARK AND KNIFE RIVER INDIAN VILLAGES NATIONAL HISTORIC SITE.

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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 $6,973

Program Service Revenue $6,480

Investment Income $14,068

Other Revenue $971,745

TOTAL REVENUE $999,266

Expense Breakdown

Grants Paid $0

Salaries & Benefits $300,618

Fundraising Expenses $0

Program Expenses $362,372

Other Expenses $195,543

TOTAL EXPENSES $496,161

Year-over-Year Comparison

	2024	2023	Change
Revenue	$999,266	$937,988	+0.1%
Expenses	$496,161	$433,082	+0.1%
Net Income	$503,105	$504,906	0.0%

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

$105,531

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM BRIDGER	BOARD VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
GRANT GEIS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSHUA NOLLMEYER	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBBIE RODNE	BOARD MEMBER	1.00	Director	$0	$0	$0
JODI JOHNSON	BOARD TREASURER/SECRETARY	1.00	Officer Director	$0	$0	$0
CHELSEY ERDMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSE KOLAR	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
TRACY SEXTON	EXECUTIVE DIRECTOR	40.00	Officer	$94,538	$10,993	$105,531

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	$999,266	$496,161	$2,073,267	$503,105
2024	$937,988	$433,082	$1,759,267	$504,906
2023	$736,129	$383,324	$1,427,278	$352,805
2022	$705,078	$367,902	$1,236,652	$337,176
2021	$688,412	$263,118	$1,015,821	$425,294
2020	$337,871	$222,403	$687,413	$115,468
2019	$461,432	$222,236	$712,156	$239,196

THEODORE ROOSEVELT NATURE & HISTORY ASSO