Scandia Heritage Alliance

Nonprofit profile at a glance

EIN
831575163
IRS 990 coverage
2021–2024
Forms available
Form 990 2024, Form 990-N 2020
Location
Scandia, MN, USA
Phone
6512330267
Rating
61
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Arts, Cultural Organizations - Multipurpose

Reported finances

Revenue
$252,078
Expenses
$76,691
Assets
$785,398
Liabilities
$1,850

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

9 people listed

People named in this filing

  • SUSAN R RODSJO (BOARD CHAIR)
  • SARAH PORUBCANSKY (VICE CHAIR)
  • TAMARA PETERSON (TREASURER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To preserve and celebrate scandia, Minnesota's rich history, culture, arts and rural character.

What it reported doing in 2024

Scandia history series programs - scandia heritage alliance joined in partnership with gammelgrden museum and the city of scandia to expand scandia vinterfest in january with free family activities in events sponsored by sha in 2024 included: historic ice harvesting, meeting a sled dog team, a kubb tournament , meeting raptors from the wildlife science center and a goosechase trivia treasure hunt. In april, an audience of over 100 guests stepped back in time with architectural historian charlene roise to discover reasons behind the unique design of scandia's water tower barn that once stood behind the scandia mercantile. Using a 1905 aermotor manual as a guide, charlene studied the windmill remnants that remained in the building and unraveled the mystery behind a double outer wall on the tower, beefy windmill supports, and water tank design. In june, participants discovered the intriguing stories of knapp's cave, cedar bend swing bridge, and log house landing on this paddle / hike adventure that started at osceola landing and continued to log house landing in scandia. The tour included a short (but rigorous) hike to knapp's cave to hear its vibrant history.knapps cave is the largest natural cave in the st. Croix river valley. Scandia heritage alliance was part of the spelmansstmman (fiddlefest) on the grounds of gammelgrden museum in august. Board members of sha volunteered at the day long celebration and shared information about our mission and history programs.

Operating model

Revenue model
Donor-supported. 79% 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

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 20
  • Transparency & Controls: 92
  • Accountability: 82
  • Sustainability: 86
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 12%; rating input score 12
  • Program expense ratio: 24.1%; rating input score 24
  • Fundraising efficiency: $12.98 raised per $1 spent on fundraising; rating input score 46; 46th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 4 of 7 controls in place; rating input score 57
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 69.6%; rating input score 96; 96th percentile among comparable filings
  • Total-asset coverage ratio: 10.24; rating input score 90; 90th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 53; 53rd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: 53% per year; rating input score 100; 96th percentile among comparable filings
  • Revenue growth: 17.5% per year; rating input score 100; 85th percentile among comparable filings
  • Asset growth: 33.8% per year; rating input score 100; 93rd percentile among comparable filings

Details

  • Where the money goes: 12% of revenue deployed · 24.1% of spending went to programs
  • Governance: 9 of 9 board members independent · 4 of 7 filing controls reported
  • Programs: 3 filed program accomplishments · $18K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 23 of 23 current checks pass
  • Schedules: 6 filed schedules · includes major donors
  • Filing history: 4 filing years from 2021 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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 — Financial Efficiency: Mission deployment rate scored 12/100.
  • High — Financial Efficiency: Program expense ratio scored 24/100.
  • Review — Accountability: Governance controls: 2 of 6 not reported.
  • Moderate — Financial Efficiency: Fundraising efficiency scored 46/100.
  • Review — Sustainability: Liabilities to assets ratio scored 53/100.