Fillmore County Historical Society
Nonprofit profile at a glance
- EIN
- 411512338
- IRS 990-EZ coverage
- 2022–2025
- Forms available
- Form 990 2021, Form 990-EZ 2025, Form 990-T 2020
- Location
- Fountain, MN, USA
- Phone
- 5072684449
- Rating
- 83
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $110,960
- Expenses
- $89,609
- Assets
- $462,004
- Liabilities
- $1,256
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- DUANE BAKKE (PRESIDENT)
People named in this filing
- BRETTA GRABAU (EXECUTIVE DI)
- DUANE BAKKE (PRESIDENT)
- RICK LAMON (VICE PRESIDE)
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 collect, preserve, and interpret the heritage of fillmore county.
What it reported doing in 2025
Operation of county historical museum and geneology services
Operating model
- Revenue model
- Donor-supported. 67% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% 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 - The filed numbers largely add up and a large share of available resources goes toward mission work. Reported officer compensation is a large share of total spending, which may reflect staffing concentration and liabilities are high compared with assets.
Rating breakdown
- Financial Efficiency: 70
- Transparency & Controls: 100
- Sustainability: 67
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 69.7%; rating input score 70
- Program expense ratio: 69.2%; rating input score 69
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: 19.2%; rating input score 70; 70th percentile among comparable filings
- Total-asset coverage ratio: 5.16; rating input score 96; 96th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 44; 44th percentile among comparable filings
- Officer compensation ratio: 50.5%; rating input score 5; 5th percentile among comparable filings
Growth
- Program expense growth: 3.5% per year; rating input score 100; 40th percentile among comparable filings
- Revenue growth: 6% per year; rating input score 100; 48th percentile among comparable filings
- Asset growth: 11.2% per year; rating input score 100; 62nd percentile among comparable filings
Details
- Where the money goes: 69.7% of revenue deployed · 69.2% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $62K in reported program spending
- Leadership: top reported pay $0 · 11 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 3 filed schedules
- Filing history: 4 filing years from 2022 to 2025
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- 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: Officer compensation ratio scored 5/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 44/100.