HERITAGE HALL MUSEUM & ARCHIVES (EIN 861709573) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

JEANNE CARTER

Phone

6053212130

Tax Period

2024-01-01 to 2024-12-31

HERITAGE HALL MUSEUM & ARCHIVES, founded in 2021, is a small nonprofit in the Arts, Culture & Humanities sector that reported $453K in total revenue in fiscal year 2021. The organization ran a surplus of $313K, a strong 69% operating margin.

Mission

Artifacts tells the stories of the difficulties of living on the plains and the gradual building up of the community that is now Freeman, South Dakota.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $129,999

Program Service Revenue $22,977

Investment Income $16,222

Other Revenue $3,867

TOTAL REVENUE $173,065

Expense Breakdown

Grants Paid $0

Salaries & Benefits $51,473

Fundraising Expenses $0

Program Expenses $116,147

Other Expenses $69,082

TOTAL EXPENSES $120,555

Year-over-Year Comparison

	2024	2023	Change
Revenue	$173,065	$147,631	+0.2%
Expenses	$120,555	$135,520	-0.1%
Net Income	$52,510	$12,111	+3.3%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEANNE CARTER	CHAIRPERSON	001.00	Officer Director	$0	$0	$0
BRETT EISENBEIS	TREASURER	001.00	Officer Director	$0	$0	$0
CHANTEL HOFER	SECRETARY	001.00	Officer Director	$0	$0	$0
VIKI GRABER	DIRECTOR	000.50	Director	$0	$0	$0
MARLAN KAUFMAN	DIRECTOR	000.50	Director	$0	$0	$0
NATHAN BATES	VICE CHAIR	000.50	Officer Director	$0	$0	$0
KEVIN ALBRECHT	DIRECTOR	000.50	Director	$0	$0	$0
LISA HOWARD	DIRECTOR	000.50	Director	$0	$0	$0
KEVIN WALTNER	DIRECTOR	000.50	Director	$0	$0	$0
CHARLES SCHRAG	DIRECTOR	000.50	Director	$0	$0	$0
RYAN MEWS	DIRECTOR	000.50	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
2025	No data	No data	No data	No data
2024	$173,065	$120,555	$344,658	$52,510
2023	$147,631	$135,520	$290,163	$12,111
2022	$150,400	$180,465	$266,215	$-30,065
2021	$453,462	$140,895	$319,487	$312,567

HERITAGE HALL MUSEUM & ARCHIVES