CASTLEWOOD HISTORICAL SOCIETY

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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

1988

Legal Domicile

Principal Officer

LOIS WIARDA

Tax Period

2021-01-01 to 2021-12-31

CASTLEWOOD HISTORICAL SOCIETY, founded in 1988, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $52K in total revenue in fiscal year 2021. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $130K exceeded revenue, resulting in a 151% operating deficit.

Mission

THE ORGANIZATION IS INVOLVED IN BRINGING TOGETHER PEOPLE INTERESTED IN THE HISTORY OF CASTLEWOOD SD AND THE SURROUNDING AREA. THEY FEEL THAT UNDERSTANDING THE HISTORY OF THE COMMUNITY IS BASIC TO OUR DEMOCRATIC WAY OF LIFE, GIVING US A BETTER UNDERSTANDING OF OUR STATE AND NATION AND PROMOTES A BETTER APPRECIATION OF OUR AMERICAN HERITAGE.

Program Service Accomplishments

Program 1

Expenses: $103,064

COLLECT AND MAKE AVAILABLE TO THE PUBLIC, INFORMATION REGARDING THE HISTORY OF CASTLEWOOD SD.

Program 2

ESTABLISH SCHOLARSHIP FUNDS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $2,200

Program Service Revenue $0

Investment Income $49,752

Other Revenue $0

TOTAL REVENUE $51,952

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,200

Fundraising Expenses $0

Program Expenses $103,064

Other Expenses $123,034

TOTAL EXPENSES $130,234

Year-over-Year Comparison

	2021	2020	Change
Revenue	$51,952	$38,132	+0.4%
Expenses	$130,234	$41,029	+2.2%
Net Income	$-78,282	$-2,897	+26.0%

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

N/A

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

$7,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LOIS WIARDA	TREASURER	12.00	Director	$7,200	$0	$7,200
BARB COZAD	PRESIDENT	1.00	Director	$0	$0	$0
RUBY MCKEE	DIRECTOR	1.00	Director	$0	$0	$0
ARDELL STRAIT	SECRETARY	2.00	Director	$0	$0	$0
DOUG STRAIT	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD WIARDA	VICE PRESIDE	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
2021	$51,952	$130,234	$2,172,681	$-78,282
2020	$38,132	$41,029	$2,140,593	$-2,897
2019	$43,589	$71,274	$1,981,839	$-27,685
2018	$92,480	$89,798	$1,835,307	$2,682