Civic Intelligence

Fillmore County Historical Society

EIN 41-1512338 • 501(c)3 • Fountain, MN

Profile

To collect, preserve, and interpret the heritage of fillmore county.

202 County Road 8Fountain, MN 55935

www.fillmorecountyhistory.org

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

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

Top Officer Pay

90th percentile

$29,728

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 28.0% of source-year revenue.

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

Asset Growth

66th percentile

8.3%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

26th percentile

-31%

Faster revenue growth than 26% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$427,252

Up $32,581 (+8.3%) from 2023

Liabilities

Up

$714

Up $334 (+88%) from 2023

Net Assets

Up

$426,538

Up $32,247 (+8.2%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin75th percentile

Revenue

Down

$106,099

Down $48,612 (-31%) from 2023

Expenses

Up

$83,430

Up $5,312 (+6.8%) from 2023

Net Income

Down

$22,669

Down $53,924 (-70%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$600K$400K$200K$0Assets 2011: $324,086Liabilities 2011: $0Net Assets 2011: $324,0862011Assets 2012: $267,025Liabilities 2012: $0Net Assets 2012: $267,0252012Assets 2013: $271,577Liabilities 2013: $0Net Assets 2013: $271,5772013Assets 2014: $269,353Liabilities 2014: $0Net Assets 2014: $269,3532014Assets 2015: $258,793Liabilities 2015: $0Net Assets 2015: $258,7932015Assets 2016: $257,323Liabilities 2016: $0Net Assets 2016: $257,3232016Assets 2017: $257,686Liabilities 2017: $0Net Assets 2017: $257,6862017Assets 2018: $258,254Liabilities 2018: $0Net Assets 2018: $258,2542018Assets 2019: $263,847Liabilities 2019: $14,118Net Assets 2019: $249,7292019Assets 2020: $279,010Liabilities 2020: $17,454Net Assets 2020: $261,5562020Assets 2021: $290,061Liabilities 2021: $868Net Assets 2021: $289,1932021Assets 2022: $306,856Liabilities 2022: $2,654Net Assets 2022: $304,2022022Assets 2023: $394,671Liabilities 2023: $380Net Assets 2023: $394,2912023Assets 2024: $427,252Liabilities 2024: $714Net Assets 2024: $426,5382024

Highlighted filing

2024

Assets$427,252
Liabilities$714
Net Assets$426,538
Open 2024 Filing

Operations Trend

Revenue Growth26th percentile

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

$200K$100K$0-$100KRevenue 2011: $144,815Expenses 2011: $105,060Net Income 2011: $39,7552011Revenue 2012: $62,786Expenses 2012: $125,277Net Income 2012: -$62,4912012Revenue 2013: $70,300Expenses 2013: $65,748Net Income 2013: $4,5522013Revenue 2014: $68,153Expenses 2014: $70,377Net Income 2014: -$2,2242014Revenue 2015: $59,448Expenses 2015: $70,048Net Income 2015: -$10,6002015Revenue 2016: $58,463Expenses 2016: $59,933Net Income 2016: -$1,4702016Revenue 2017: $58,691Expenses 2017: $58,328Net Income 2017: $3632017Revenue 2018: $61,984Expenses 2018: $57,016Net Income 2018: $4,9682018Revenue 2019: $51,891Expenses 2019: $70,470Net Income 2019: -$18,5792019Revenue 2020: $72,059Expenses 2020: $67,054Net Income 2020: $5,0052020Revenue 2021: $105,363Expenses 2021: $92,112Net Income 2021: $13,2512021Revenue 2022: $119,208Expenses 2022: $85,237Net Income 2022: $33,9712022Revenue 2023: $154,711Expenses 2023: $78,118Net Income 2023: $76,5932023Revenue 2024: $106,099Expenses 2024: $83,430Net Income 2024: $22,6692024

Highlighted filing

2024

Revenue$106,099
Expenses$83,430
Net Income$22,669
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$427,252
Liabilities
$714
Net assets
$426,538
Revenue
$106,099
Expenses
$83,430
Net income
$22,669
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.27$0.01$4.27$1.06$0.83$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$0.00$3.94$1.55$0.78$0.77
2022Detailed filing. Detailed filing data is available for this year.$3.07$0.03$3.04$1.19$0.85$0.34
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.01$2.89$1.05$0.92$0.13
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.17$2.62$0.72$0.67$0.05
2019Summary only. Only limited summary data is available for this year.$2.64$0.14$2.50$0.52$0.70$0.19
2018Summary only. Only limited summary data is available for this year.$2.58$0.00$2.58$0.62$0.57$0.05
2017Summary only. Only limited summary data is available for this year.$2.58$0.00$2.58$0.59$0.58$0.00
2016Summary only. Only limited summary data is available for this year.$2.57$0.00$2.57$0.58$0.60$0.01
2015Summary only. Only limited summary data is available for this year.$2.59$0.00$2.59$0.59$0.70$0.11
2014Summary only. Only limited summary data is available for this year.$2.69$0.00$2.69$0.68$0.70$0.02
2013Summary only. Only limited summary data is available for this year.$2.72$0.00$2.72$0.70$0.66$0.05
2012Summary only. Only limited summary data is available for this year.$2.67$0.00$2.67$0.63$1.25$0.62
2011Summary only. Only limited summary data is available for this year.$3.24$0.00$3.24$1.45$1.05$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 10, 2025
Return Version
2024v5.0
Gross Receipts
$106,099
Mission and Program Overview

Mission

HISTORICAL MUSUEM

To collect, preserve, and interpret the heritage of fillmore county.

Program Services

DescriptionGrantsExpenses
OPERATION OF COUNTY HISTORICAL MUSEUM AND GENEOLOGY SERVICES-$59,353
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRETTA GRABAUExecutive DiPT$29,728-$29,728
DUANE BAKKEPresident-$0--
SALLY JESKETreasurer-$0--
JOHN GLADYDistrict 1 R-$0--
SHERRY HANSONDistrict 2 R-$0--
RICK LAMONDistrict 4 R-$0--
ROBERT ANFINSONDistrict 5 R-$0--
JILL HELGETDirector-$0--
NORLEEN COOKEDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Fillmore County Historical Society
EIN
41-1512338
Phone
5072684449
Address
202 COUNTY ROAD 8, FOUNTAIN, MN 55935

Signing Officer

Name
Bretta Grabau
Title
Executive Director
Phone
5072684449
Signed
2025-09-10
Discuss with paid preparer
Yes

Preparer

Firm
Alan C Anderson Chartered CPA
Address
121 14TH STREET NE SUITE B, ROCHESTER, MN 55906
Preparer
Phil Pagel CPA
Phone
5072883947
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Farm land real estate taxes 3,428 license 15 expenses advertising 1,277 office expenses 2,658 phone internet 3,117 qbo fees 682 program and event 650 insurance 7,181 dues and subscriptions 741 fundraising supplies 339 supplies and misc 458 non-investment depreciation 2,228 total 22,774”

Form 990-ez, Part I, Line 20

“Unrealized gains on investment 9,578”

Form 990-ez, Part II, Line 24

“7,450 19,136 less accumulated depreciation 266 2,494 total 7,184 16,642”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 380 714”

Raw XML Appendix172 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FOUNTAIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055935
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IRS990EZ/ExcessOrDeficitForYearAmt022669
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0394291
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0426538
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0394291
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IRS990EZ/OccupancyRentUtltsAndMaintAmt018303
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt829728
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DUANE BAKKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SALLY JESKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN GLADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHERRY HANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICK LAMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROBERT ANFINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JILL HELGET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NORLEEN COOKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BRETTA GRABAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DISTRICT 1 R
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DISTRICT 2 R
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DISTRICT 4 R
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DISTRICT 5 R
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt07184
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IRS990EZ/OtherChangesInNetAssetsAmt09578
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO COLLECT, PRESERVE, AND INTERPRET THE HERITAGE OF FILLMORE COUNTY.
IRS990EZ/ProgramServiceRevenueAmt01804
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt059353
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083430
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FILLMORECOUNTYHISTORY.ORG
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt094085
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt095732
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt090761
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt062177
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0418251
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt028799
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0418251
IRS990ScheduleA/TotalSupportAmt0501689
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FARM LAND REAL ESTATE TAXES 3,428 LICENSE 15 EXPENSES ADVERTISING 1,277 OFFICE EXPENSES 2,658 PHONE INTERNET 3,117 QBO FEES 682 PROGRAM AND EVENT 650 INSURANCE 7,181 DUES AND SUBSCRIPTIONS 741 FUNDRAISING SUPPLIES 339 SUPPLIES AND MISC 458 NON-INVESTMENT DEPRECIATION 2,228 TOTAL 22,774
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAINS ON INVESTMENT 9,578
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27,450 19,136 LESS ACCUMULATED DEPRECIATION 266 2,494 TOTAL 7,184 16,642
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 380 714
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRETTA GRABAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05072684449
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FILLMORE COUNTY HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0FILL
ReturnHeader/Filer/EIN0411512338
ReturnHeader/Filer/PhoneNum05072684449
ReturnHeader/Filer/USAddress/AddressLine1Txt0202 COUNTY ROAD 8
ReturnHeader/Filer/USAddress/CityNm0FOUNTAIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055935
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411326473
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALAN C ANDERSON CHARTERED CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0121 14TH STREET NE SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055906
ReturnHeader/PreparerPersonGrp/PhoneNum05072883947
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHIL PAGEL CPA
ReturnHeader/ReturnTs02025-09-15T16:12:53-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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