LINDSBORG OLD MILL AND SWEDISH HERITAGE MUSEUM INC (EIN 863955077) - 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

2021

Legal Domicile

Principal Officer

AUBREY WHEELER

Phone

7852273595

Tax Period

2024-01-01 to 2024-12-31

LINDSBORG OLD MILL AND SWEDISH HERITAGE MUSEUM INC, founded in 2021, is a small nonprofit in the Arts, Culture & Humanities sector that reported $593K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $178K, a strong 30% operating margin.

Mission

THE MUSEUM PRESERVES THE SWEDISH HERITAGE OF THE SMOKY VALLEY. THE MUSEUM COLLECTS, PRESERVES, RESEARCHES, EXHIBITS AND INTERPRETS MATERIALS RELATED TO THIS HERITAGE WITH SPECIAL EMPHASIS ON THE PERIOD FROM 1870 TO 1910.

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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 $527,993

Program Service Revenue $48,150

Investment Income $7,985

Other Revenue $9,125

TOTAL REVENUE $593,253

Expense Breakdown

Grants Paid $0

Salaries & Benefits $177,636

Fundraising Expenses $0

Program Expenses $392,645

Other Expenses $237,787

TOTAL EXPENSES $415,423

Year-over-Year Comparison

	2024	2023	Change
Revenue	$593,253	$777,182	-0.2%
Expenses	$415,423	$397,579	+0.0%
Net Income	$177,830	$379,603	-0.5%

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

145

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

$26,688

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AUBREY WHEELER	EXECUTIVE DI	40.00	Officer	$26,688	$0	$26,688
KRISTEN BRUCE	CHAIR	2.00	Officer Director	$0	$0	$0
TREVOR WHITTAKER	TREASURER	2.00	Officer Director	$0	$0	$0
COLLIN CARLSON	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL NORLIN	DIRECTOR	1.00	Director	$0	$0	$0
BECKY ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
BETTY AMOS	DIRECTOR	1.00	Director	$0	$0	$0
TIM STEWART	DIRECTOR	1.00	Director	$0	$0	$0
JERRY HAMMERTON	DIRECTOR	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
2024	$593,253	$415,423	$1,606,686	$177,830
2023	$777,182	$397,579	$1,427,567	$379,603
2022	$409,953	$277,250	$1,046,977	$132,703
2021	$882,561	$69,185	$913,989	$813,376

LINDSBORG OLD MILL AND SWEDISH HERITAGE MUSEUM INC