Carlton Cty Historical Society
Nonprofit profile at a glance
- EIN
- 416045649
- IRS 990-EZ coverage
- 2010–2025
- Forms available
- Form 990-EZ 2025
- Location
- Cloquet, MN, USA
- Phone
- 2188791938
- Rating
- 96
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Historical Societies & Historic Preservation
Reported finances
- Revenue
- $168,862
- Expenses
- $179,407
- Assets
- $187,861
- Liabilities
- $26,474
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- Emily Fuerste Swanson (President)
- Carol Klitzke (Executive Director)
- Ted Lammi (Vice President)
People named in this filing
- Emily Fuerste Swanson (President)
- Carol Klitzke (Executive Director)
- Ted Lammi (Vice President)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To educate area residents and interested parties on the culture and history of the Carlton County Area, and to preserve and enrich history for future generations.
What it reported doing in 2025
Development and maintenance of exhibits and ongoing programming and educational services.
Operating model
- Revenue model
- Donor-supported. 84% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 97% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and liabilities are high compared with assets.
Rating breakdown
- Financial Efficiency: 99
- Transparency & Controls: 100
- Sustainability: 31
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 97.1%; rating input score 97
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -6.2%; rating input score 18; 18th percentile among comparable filings
- Total-asset coverage ratio: 1.05; rating input score 60; 60th percentile among comparable filings
- Liabilities to assets ratio: 0.14; rating input score 18; 18th percentile among comparable filings
- Officer compensation ratio: 13.1%; rating input score 20; 20th percentile among comparable filings
Growth
- Program expense growth: 5% per year; rating input score 100; 45th percentile among comparable filings
- Revenue growth: 4.7% per year; rating input score 100; 43rd percentile among comparable filings
- Asset growth: 7.5% per year; rating input score 100; 51st percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 97.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $174K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 3 filed schedules
- Filing history: 15 filing years from 2010 to 2025
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 18/100.
- High — Sustainability: Liabilities to assets ratio scored 18/100.
- High — Sustainability: Officer compensation ratio scored 20/100.