EAST YUMA COUNTY HISTORICAL SOCIETY (EIN 237104636) - 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

1969

Legal Domicile

Principal Officer

STEVE BRETHAUER

Tax Period

2025-01-01 to 2025-12-31

EAST YUMA COUNTY HISTORICAL SOCIETY, founded in 1969, is a small nonprofit that reported $247K in total revenue in fiscal year 2025. Revenue fell 50% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $236K, a strong 96% operating margin.

Mission

HISTORICAL PRESERVATION

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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 (2025)

Revenue Breakdown

Contributions & Grants $18,685

Program Service Revenue $9,052

Investment Income $219,164

Other Revenue $0

TOTAL REVENUE $246,901

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,273

Other Expenses $10,460

TOTAL EXPENSES $10,460

Year-over-Year Comparison

	2025	2024	Change
Revenue	$246,901	$498,703	-0.5%
Expenses	$10,460	$22,545	-0.5%
Net Income	$236,441	$476,158	-0.5%

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

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
CAROLYN AKEY	DIRECTOR	1.00	Director	$0	$0	$0
RONN AKEY	DIRECTOR	1.00	Director	$0	$0	$0
STEVE BRETHAUER	PRESIDENT	2.00	Officer Director	$0	$0	$0
SUE CROW	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MICHAEL FECHT	DIRECTOR	1.00	Director	$0	$0	$0
KYLEE MEISNER	TREASURER	1.00	Officer Director	$0	$0	$0
MARTIN PLETCHER	DIRECTOR	1.00	Director	$0	$0	$0
KARYN TROUDT	DIRECTOR	1.00	Director	$0	$0	$0
JUDY WILSON	SECRETARY	1.00	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
2025	$246,901	$10,460	$5,262,243	$236,441
2024	$498,703	$22,545	$5,025,802	$476,158
2023	$4,394,025	$12,589	$4,549,644	$4,381,436

EAST YUMA COUNTY HISTORICAL SOCIETY