LONG BEACH HISTORICAL SOCIETY

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

Pat Voges

Phone

5164321192

Tax Period

2019-01-01 to 2019-12-31

LONG BEACH HISTORICAL SOCIETY, founded in 1982, is a micro nonprofit that reported $53K in total revenue in fiscal year 2019. Revenue decreased 8% compared to the prior year. Net assets of $245K represent 56 months of operating reserves.

Mission

To educate, protect and enhance the historical heritage of Long Beach

Program Service Accomplishments

Program 1

Expenses: $39,105

To provide various programs concerning the history, social and cutural aspects of Long Beach. To provide various scholastic events exploring the heritage of Long Beach.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $465

Program Service Revenue $8,279

Investment Income $1,637

Other Revenue $42,432

TOTAL REVENUE $52,813

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $7,731

Program Expenses $39,105

Other Expenses $56,583

TOTAL EXPENSES $56,583

Year-over-Year Comparison

	2019	2018	Change
Revenue	$52,813	$57,528	-0.1%
Expenses	$56,583	$51,992	+0.1%
Net Income	$-3,770	$5,536	-1.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Bill LaFauci	Trustee	Director	$0	$0	$0
Karen Adamo	President	Director	$0	$0	$0
Barbara Flak	Vice President	Director	$0	$0	$0
Joanne Belli	Trustee	Director	$0	$0	$0
Pat Barron	Recording Secy	Director	$0	$0	$0
Roberta Fiore	Founder/Tstee.	Director	$0	$0	$0
Jim Kirklin	Trustee	Director	$0	$0	$0
Jeanne Browne	Trustee	Director	$0	$0	$0
Mary A Byrnes	Trustee	Director	$0	$0	$0
Carolyn McCullough	Trustee	Director	$0	$0	$0
Pat Voges	Treasurer	Director	$0	$0	$0
Gerard J Hinton Jr	Trustee	Director	$0	$0	$0
Diane Sedat	Vice President	Director	$0	$0	$0
Naomi Feller	Corresp. Secy	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2019	$52,813	$56,583	$341,202	$-3,770
2018	$57,528	$51,992	$357,366	$5,536