CONCORD HISTORICAL SOCIETY (EIN 237094512) - Form 990 Financial Analysis & Trantor Score

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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

1971

Legal Domicile

Principal Officer

GAIL VAN TASSEL

Phone

9258273380

Tax Period

2024-01-01 to 2024-12-31

CONCORD HISTORICAL SOCIETY, founded in 1971, is a small nonprofit that reported $163K in total revenue in fiscal year 2024. Revenue fell 64% from the prior year — a significant decline worth monitoring. Expenses of $272K exceeded revenue, resulting in a 66% operating deficit.

Mission

THE MISSION OF THE CONCORD HISTORICAL SOCIETY IS TO DISCOVER, ESTABLISH AND PRESERVE STRUCTURES, OBJECTS AND MATERIALS OF INTEREST, IMPORTANCE AND VALUE, AND TO DISCOVER PRESERVE AND DISSEMINATE KNOWLEDGE OF THE HISTORY OF THE CITY OF CONCORD, CALIFORNIA, AND ITS VICINITY.

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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 $138,662

Program Service Revenue $1,377

Investment Income $1,848

Other Revenue $21,344

TOTAL REVENUE $163,231

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $264,914

Other Expenses $271,570

TOTAL EXPENSES $271,570

Year-over-Year Comparison

	2024	2023	Change
Revenue	$163,231	$453,511	-0.6%
Expenses	$271,570	$418,534	-0.4%
Net Income	$-108,339	$34,977	-4.1%

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

224

Employees

N/A

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
BETH JAVENS	DIRECTOR	3.00	Officer Director	$0	$0	$0
BETH NEILSON	DIRECTOR	3.00	Director	$0	$0	$0
CAROL LONGSHORE	DIRECTOR	3.00	Director	$0	$0	$0
CAROLE KELSH	DIRECTOR & CORRESPONDENCE SECRETARY	3.00	Officer Director	$0	$0	$0
CHUCK GABRYSIAK	DIRECTOR	3.00	Director	$0	$0	$0
COLLEEN COLL	DIRECTOR	3.00	Director	$0	$0	$0
EVELYN WHIFFEN	DIRECTOR & TREASURER	3.00	Officer Director	$0	$0	$0
GAIL VAN TASSEL	DIRECTOR & PRESIDENT	20.00	Officer Director	$0	$0	$0
JILL ENDICOTT	DIRECTOR	3.00	Director	$0	$0	$0
JOEL HARRIS	DIRECTOR	3.00	Director	$0	$0	$0
JOHN FERRANTE	DIRECTOR	3.00	Director	$0	$0	$0
LIZ DELACAMPA	DIRECTOR	3.00	Director	$0	$0	$0
MARY RAE LEHMAN	DIRECTOR	3.00	Director	$0	$0	$0
MIKE WENDORF	DIRECTOR	3.00	Director	$0	$0	$0
TRACEY MATTSON	DIRECTOR & SECRETARY	3.00	Director	$0	$0	$0
VIVIAN BOYD	DIRECTOR AND VICE PRESIDENT	20.00	Officer 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
2024	$163,231	$271,570	$6,046,825	$-108,339
2023	$453,511	$418,534	$6,156,164	$34,977
2022	$180,359	$201,353	$6,115,188	$-20,994
2021	$255,121	$95,572	$6,141,477	$159,549
2020	$123,539	$88,545	$5,980,461	$34,994
2019	$547,283	$116,231	$5,945,467	$431,052
2018	$517,671	$140,846	$5,563,268	$376,825

CONCORD HISTORICAL SOCIETY