SCANDIA HERITAGE ALLIANCE (EIN 831575163) - 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

2018

Legal Domicile

Principal Officer

SUSAN R RODSJO

Phone

6512330267

Tax Period

2024-01-01 to 2024-12-31

SCANDIA HERITAGE ALLIANCE, founded in 2018, is a small nonprofit in the Arts, Culture & Humanities sector that reported $252K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $175K, a strong 70% operating margin.

Mission

TO PRESERVE AND CELEBRATE SCANDIA, MINNESOTA'S, RICH HISTORY, CULTURE, ARTS AND RURAL CHARACTER.

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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 $207,740

Program Service Revenue $5,725

Investment Income $14,907

Other Revenue $23,706

TOTAL REVENUE $252,078

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $16,000

Program Expenses $18,445

Other Expenses $76,691

TOTAL EXPENSES $76,691

Year-over-Year Comparison

	2024	2023	Change
Revenue	$252,078	$319,243	-0.2%
Expenses	$76,691	$48,248	+0.6%
Net Income	$175,387	$270,995	-0.4%

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

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
SUSAN R RODSJO	BOARD CHAIR	30.00	Officer Director	$0	$0	$0
SARAH PORUBCANSKY	VICE CHAIR	8.00	Officer Director	$0	$0	$0
TAMARA PETERSON	TREASURER	15.00	Officer Director	$0	$0	$0
CHRISTINE MAEFSKY	SECRETARY	5.00	Officer Director	$0	$0	$0
GREG AMUNDSON	BOARD MEMBER	15.00	Director	$0	$0	$0
JOHN HERMAN	BOARD MEMBER	15.00	Director	$0	$0	$0
PETER NORA	BOARD MEMEBR	5.00	Director	$0	$0	$0
DAN WILLIUS	BOARD MEMBER	10.00	Director	$0	$0	$0
PAMELA PLOWMAN SMITH	BOARD MEMBER	5.00	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	$252,078	$76,691	$785,398	$175,387
2023	$319,243	$48,248	$609,224	$270,995
2022	$62,473	$23,754	$347,146	$38,719
2021	$213,968	$19,093	$298,427	$194,875

SCANDIA HERITAGE ALLIANCE