Stillwater Historical Society (EIN 810417011) - 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

1976

Legal Domicile

Phone

4063224588

Tax Period

2023-01-01 to 2023-12-31

Stillwater Historical Society, founded in 1976, is a small nonprofit that reported $237K in total revenue in fiscal year 2023. The organization ran a surplus of $60K, a strong 25% operating margin.

Mission

To record and preserve the history and artifacts of Stillwater County and the vicinity. To build, maintain and operate a local museum to house and display a collection of such artifacts and memorabilia deemed to be unique to our area and typical of the period of discovery, settlement and development of that area.

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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 $212,937

Program Service Revenue $0

Investment Income $10,719

Other Revenue $13,656

TOTAL REVENUE $237,312

Expense Breakdown

Grants Paid $0

Salaries & Benefits $101,285

Fundraising Expenses $12,359

Program Expenses $165,071

Other Expenses $76,145

TOTAL EXPENSES $177,430

Year-over-Year Comparison

	2023	2022	Change
Revenue	$237,312	$230,530	+0.0%
Expenses	$177,430	$169,983	+0.0%
Net Income	$59,882	$60,547	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

N/A

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

$70,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Penny Redli	Executive Dir.	40.00	Director	$70,500	$0	$70,500
Robert Story	Director	0.50	Director	$0	$0	$0
Tom Hohn	Director	0.75	Director	$0	$0	$0
Blake Erfle	Director	0.50	Director	$0	$0	$0
Allen Nordahl	Director	0.50	Director	$0	$0	$0
Casey Olsen	Director	0.50	Director	$0	$0	$0
Maurie Petterson	Recording Secy	2.00	Director	$0	$0	$0
Pete Lofing	Vice President	0.50	Director	$0	$0	$0
Jennifer France	President	0.50	Officer	$0	$0	$0
Ann Davey	Secretary	0.50	Officer	$0	$0	$0
Karen Schott	Treasurer	0.00	Officer	$0	$0	$0
Peggy Joki	Director	0.00	Officer	$0	$0	$0
Rita Westrum	Director	0.00	Officer	$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	No data	No data	No data	No data
2023	$237,312	$177,430	$653,745	$59,882
2022	$230,530	$169,983	$619,452	$60,547
2021	$197,489	$158,839	$550,240	$38,650
2020	$176,378	$123,092	$505,932	$53,286

Stillwater Historical Society