Civic Intelligence

Itasca County Historical Society

EIN 41-0984222 • 501(c)3 • Grand Rapids, MN

Profile

To connect people to the history of Itasca County

201 North Pokegama AvenueGrand Rapids, MN 55744

www.itascahistorical.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

62nd percentile

8.6%

Higher net margin than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

96th percentile

$45,135

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 30.4% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

60th percentile

3.4%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

-3.6%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$499,988

Up $16,646 (+3.4%) from 2023

Liabilities

Up

$2,821

Up $176 (+6.7%) from 2023

Net Assets

Up

$497,167

Up $16,470 (+3.4%) from 2023

Revenue

Down

$148,441

Down $5,564 (-3.6%) from 2023

Expenses

Down

$135,731

Down $15,518 (-10%) from 2023

Net Income

Up

$12,710

Up $9,954 (+361%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $129,156Liabilities 2010: $32,025Net Assets 2010: $97,1312010Assets 2011: $123,925Liabilities 2011: $46,770Net Assets 2011: $77,1552011Assets 2012: $452,334Liabilities 2012: $219,660Net Assets 2012: $232,6742012Assets 2013: $463,323Liabilities 2013: $141,816Net Assets 2013: $321,5072013Assets 2014: $489,809Liabilities 2014: $119,426Net Assets 2014: $370,3832014Assets 2015: $502,852Liabilities 2015: $92,174Net Assets 2015: $410,6782015Assets 2016: $500,876Liabilities 2016: $71,578Net Assets 2016: $429,2982016Assets 2017: $511,004Liabilities 2017: $61,805Net Assets 2017: $449,1992017Assets 2018: $479,570Liabilities 2018: $10,167Net Assets 2018: $469,4032018Assets 2019: $456,862Liabilities 2019: $7,272Net Assets 2019: $449,5902019Assets 2020: $493,232Liabilities 2020: $22,480Net Assets 2020: $470,7522020Assets 2021: $500,302Liabilities 2021: $5,171Net Assets 2021: $495,1312021Assets 2022: $470,247Liabilities 2022: $3,190Net Assets 2022: $467,0572022Assets 2023: $483,342Liabilities 2023: $2,645Net Assets 2023: $480,6972023Assets 2024: $499,988Liabilities 2024: $2,821Net Assets 2024: $497,1672024

Highlighted filing

2024

Assets$499,988
Liabilities$2,821
Net Assets$497,167

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $136,9542010Expenses 2011: $124,4142011Revenue 2012: $277,279Expenses 2012: $127,864Net Income 2012: $149,4152012Revenue 2013: $218,379Expenses 2013: $131,970Net Income 2013: $86,4092013Revenue 2014: $182,441Expenses 2014: $133,631Net Income 2014: $48,8102014Revenue 2015: $191,429Expenses 2015: $145,783Net Income 2015: $45,6462015Revenue 2016: $166,998Expenses 2016: $150,450Net Income 2016: $16,5482016Revenue 2017: $154,178Expenses 2017: $140,723Net Income 2017: $13,4552017Revenue 2018: $206,037Expenses 2018: $173,543Net Income 2018: $32,4942018Revenue 2019: $162,351Expenses 2019: $187,741Net Income 2019: -$25,3902019Revenue 2020: $167,348Expenses 2020: $153,998Net Income 2020: $13,3502020Revenue 2021: $169,525Expenses 2021: $150,300Net Income 2021: $19,2252021Revenue 2022: $135,553Expenses 2022: $142,546Net Income 2022: -$6,9932022Revenue 2023: $154,005Expenses 2023: $151,249Net Income 2023: $2,7562023Revenue 2024: $148,441Expenses 2024: $135,731Net Income 2024: $12,7102024

Highlighted filing

2024

Revenue$148,441
Expenses$135,731
Net Income$12,710

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.00$0.03$4.97$1.48$1.36$0.13
2023Detailed filing. Detailed filing data is available for this year.$4.83$0.03$4.81$1.54$1.51$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.70$0.03$4.67$1.36$1.43$0.07
2021Detailed filing. Detailed filing data is available for this year.$5.00$0.05$4.95$1.70$1.50$0.19
2020Detailed filing. Detailed filing data is available for this year.$4.93$0.22$4.71$1.67$1.54$0.13
2019Detailed filing. Detailed filing data is available for this year.$4.57$0.07$4.50$1.62$1.88$0.25
2018Detailed filing. Detailed filing data is available for this year.$4.80$0.10$4.69$2.06$1.74$0.32
2017Detailed filing. Detailed filing data is available for this year.$5.11$0.62$4.49$1.54$1.41$0.13
2016Detailed filing. Detailed filing data is available for this year.$5.01$0.72$4.29$1.67$1.50$0.17
2015Detailed filing. Detailed filing data is available for this year.$5.03$0.92$4.11$1.91$1.46$0.46
2014Detailed filing. Detailed filing data is available for this year.$4.90$1.19$3.70$1.82$1.34$0.49
2013Detailed filing. Detailed filing data is available for this year.$4.63$1.42$3.22$2.18$1.32$0.86
2012Summary only. Only limited summary data is available for this year.$4.52$2.20$2.33$2.77$1.28$1.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.47$0.77$1.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.32$0.97$1.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$177,705
Mission and Program Overview

Mission

To connect people to the history of itasca county.

To connect people to the history of Itasca County

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$299,459$298,696▼ $763
Investments in Publicly Traded Securities$111,748$131,246▲ $19,498
Cash and Non-Interest-Bearing Accounts$11,911$28,673▲ $16,762
Savings and Temporary Cash Investments$41,284$23,297▼ $17,987
Inventories for Sale or Use$17,661$17,661→ $0
Prepaid Expenses and Deferred Charges$879$0▼ $879
Accounts Receivable$400$415▲ $15
Total Assets$483,342$499,988▲ $16,646
Liabilities
Accounts Payable and Accrued Expenses$2,645$2,821▲ $176
Total Liabilities$2,645$2,821▲ $176
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$480,697$497,167▲ $16,470
Total Net Assets Fund Balance$480,697$497,167▲ $16,470
Total Liabilities and Net Assets / Fund Balance$483,342$499,988▲ $16,646

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$257,356$106,802-
Land$30,000--
Equipment$11,340$64,616-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lilah CroweExecutive DirectorFT$45,135$45,135

Board Members and Trustees

NameTitle
Jim UzelacPresident
Leona LitchkeVice President
Barbara AdamsDirector
Peggy HagenDirector
Richard LacherDirector
Roberta TruemplerDirector
Ginny FrahmSecretary
Susan KujalaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$121,864
Program Service Revenue
$984
Investment Income
$7,441
Other Revenue
$18,152
All Other Contributions
$49,649
Change in Net Assets
$12,710
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$80,689
Other Expenses$55,042
Total Fundraising Expense$23,113
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$36,381$0$8,754$45,135
Other Salaries and Wages$18,554$0$4,465$23,019
Depreciation Depletion$10,086$0$2,427$12,513
Occupancy$9,484$0$2,282$11,766
Office Expenses$7,604$0$0$7,604
Insurance$5,123$0$1,233$6,356
Other Employee Benefits$4,773$0$1,148$5,921
Payroll Taxes$4,119$0$991$5,110
All Other Expenses$2,193$0$544$2,737
Fees for Service Investment Mgmnt Fees$0$1,690$0$1,690
Pension Plan Contributions$1,212$0$292$1,504
Fees for Services Other$1,095$0$0$1,095
Fees for Services Accounting$0$500$0$500
Other Expenses$0$385$0$385
Conferences and Meetings$0$179$0$179
Advertising$24$0$0$24
Total Functional Expenses$108,511$4,107$23,113$135,731
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$33,445
Fundraising Direct Expenses$18,306
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Purse Bingo$22,952$22,952$10,641$12,311
Escape Room$7,448$7,448-$7,448
Total Events$30,400$30,400$10,641$19,759
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Itasca County Historical Society
EIN
41-0984222
Phone
2183266431
Address
201 North Pokegama Avenue, Grand Rapids, MN 55744

Signing Officer

Name
Susan Kujala
Title
Treasurer
Phone
2183266431
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Kujala
Formed
1971
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
8
Employees
4
Volunteers
28

Preparer

Firm
Itasca Tax and Consulting Service
Address
415 SE 13th St Suite 201, Grand Rapids, MN 55744
Preparer
Brad Zumbaum
Phone
2189990123
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

The organization has a membership made up of people wishing to become a member and pay membership dues.

Pt VI, Line 7A

Members elect the board of directors at an annual meeting of the members

Pt VI, Line 7B

Any change in articles of incorporation or by-laws require a majority approval of members attending the special or annual meeting of the members.

Pt VI, Line 11B

The board of directors receives and reviews a copy of form 990 for review and approval prior to filing.

Pt VI, Line 12C

Disclosure of conflicts of interest are reviewed annually by the board.

Pt VI, Line 15A

A personnel committee annually reviews the executive direcotrs performance and recommends action relating to compensation to the board of directors

Pt VI, Line 19

The society provides all governing documents and financial information to anyone making a request

Other

Form 990, Part III, Line 4a - First Accomplishment

Other

The Itasca County Historical Society (ICHS) has been working since 1948 to bring Itasca County history to the citizens of this region. We offer historical resources, some of which are available through the Karjala Research, Genealogy and History Center. We host visitors from many other states as well as foreign countries. This not only provides significant revenue but also helps improve the awareness of the countys history

Other

The Society also manages a museum and museum store which is open year round, which in the past calendar year served approximately 18,000 visitors.

Other

In addition the Society maintains the Karjala Research, Genealogy and History Centers, housing approximately 41,000 documents and 120,000 photographs. Further approximately 54,000 artifacts are stored in a climate-controlled environment. The museum archive and storage facility are essential to the Societys mission to connect the people to the history of Itasca County.

Financial Statement Notes

Pt III, Line 4

The Society does receive contributions of materials (photos, documents, personal items, etc.) from the people of Itasca County. These materials typically would have no value outside of the context of being items related to the history of Itasca County. They would not be considered works of art, historical treasures or valuable in any other way.

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IRS990/MissionDesc0To connect people to the history of Itasca County
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IRS990/OtherExpensesGrp/Desc1Postage
IRS990/OtherExpensesGrp/Desc2Telephone
IRS990/OtherExpensesGrp/Desc3Dues & Subscriptions
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IRS990/OtherExpensesGrp/TotalAmt11037
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IRS990/PrincipalOfficerNm0Susan Kujala
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Research, Copies/Supplies
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IRS990/ProgSrvcAccomActy2Grp/Desc0Public Information: The Society produces a monthly and quarterly newsletter which is distributed to the membership and general public. These newsletters and fliers contain announcements of events as well as articles relevant to the history of Itasca County. The Society has a membership in excess of 400 individuals and organizations
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IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Museum admissions are voluntary to individuals wishing to tour the museum. The museum exhibits and archives displayed are an essential part of the organizations information disemination and educational function of the history of Itasca County.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The organization charges fees for certain research and reproduction of archival material. This service and availability of information represents a part of the organizations information disemination and educational function of the history of Itasca County.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2From time to time the Society will sponsor events which have an Itasca County historical theme. These events are part of the organizations disemination and educational function of the history of Itasca County.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3Other Income Part II, Line 10 Description: Research 2022: 3334. 2023: 0. Description: Fundraising (net) 2022: 9370. 2023: 42680. 2024: 15139. Description: Merchandise Sales 2022: 943. 2023: 2380. 2024: 3013. Description: Other Income 2020: 8203. 2021: 17115.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Other Addl Info
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Other Addl Info
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Other Addl Info
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Pt II Ln 10
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt08203
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Society does receive contributions of materials (photos, documents, personal items, etc.) from the people of Itasca County. These materials typically would have no value outside of the context of being items related to the history of Itasca County. They would not be considered works of art, historical treasures or valuable in any other way.
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