CULTURAL HERITAGE FOUNDATION OF SO… - Form 990 Financial Data

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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

1969

Legal Domicile

Principal Officer

NATALIE MEYER

Phone

3232252700

Tax Period

2024-01-01 to 2024-12-31

CULTURAL HERITAGE FOUNDATION OF SOUTHERN CALIFORNIA, founded in 1969, is a small nonprofit in the Arts, Culture & Humanities sector that reported $555K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $103K, a strong 18% operating margin.

Mission

HERITAGE SQUARE MUSEUM IS A LIVING HISTORY MUSEUM THAT EXPLORES THE SETTLEMENT AND DEVELOPMENT OF SOUTHERN CALIFORNIA DURING ITS FIRST 100 YEARS OF STATEHOOD.

Program Service Accomplishments

Program 1

Expenses: $386,245 Revenue: $294,742

THE CULTURAL HERITAGE FOUNDATION OPERATES THE HERITAGE SQUARE MUSEUM. THE MUSEUM USES A 10 ACRE OPEN AIR PROPERTY TO HELP PRESERVE, CONCERVE, RESEARCH AND SHOW EXHIBITS OF SIGNIFICANT HISTORICAL...

THE CULTURAL HERITAGE FOUNDATION OPERATES THE HERITAGE SQUARE MUSEUM. THE MUSEUM USES A 10 ACRE OPEN AIR PROPERTY TO HELP PRESERVE, CONCERVE, RESEARCH AND SHOW EXHIBITS OF SIGNIFICANT HISTORICAL MONUMENTS, COLLECTIONS OF ARTIFACTS AND SITES OF THE CULTURAL HERITAGE OF SOUTHERN CALIFORNIA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $169,868

Program Service Revenue $54,438

Investment Income $2,136

Other Revenue $328,260

TOTAL REVENUE $554,702

Expense Breakdown

Grants Paid $0

Salaries & Benefits $289,180

Fundraising Expenses $39,163

Program Expenses $386,245

Other Expenses $163,009

TOTAL EXPENSES $452,189

Year-over-Year Comparison

	2024	2023	Change
Revenue	$554,702	$444,617	+0.2%
Expenses	$452,189	$486,938	-0.1%
Net Income	$102,513	$-42,321	-3.4%

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

Employees

Volunteers

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN SANTIAGO	DIRECTOR	1.00	Director	$0	$0	$0
KATIE LEAVENS	DIRECTOR	1.00	Director	$0	$0	$0
LOUIS MAGNANO	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM BAKER	DIRECTOR	1.00	Director	$0	$0	$0
JOSE GARDEA	DIRECTOR	1.00	Director	$0	$0	$0
MIRYEA GONZALEZ-LOOBY	DIRECTOR	1.00	Director	$0	$0	$0
MAURA SCHAFER	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE MEYER	BOARD CHAIR	6.00	Officer	$0	$0	$0
MELISSA MACIAS	TREASURER/RECORDING SECRETARY	4.00	Officer	$0	$0	$0
JOHN KEARNS	VICE PRESIDENT	4.00	Officer	$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
2024	$554,702	$452,189	$2,127,821	$102,513
2023	$444,617	$486,938	$2,040,429	$-42,321
2022	$483,472	$422,061	$2,088,008	$61,411
2021	$377,265	$392,382	$2,033,696	$-15,117
2020	$460,127	$337,634	$2,081,211	$122,493
2019	$411,733	$338,293	$1,877,701	$73,440
2018	$299,232	$334,454	$1,809,750	$-35,222

CULTURAL HERITAGE FOUNDATION OF SOUTHERN CALIFORNIA