CASA GRANDE VALLEY HISTORICAL SOCIETY INC (EIN 237115801) - 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

1964

Legal Domicile

Principal Officer

BRETT BENEDICT

Phone

5208362223

Tax Period

2024-07-01 to 2025-06-30

CASA GRANDE VALLEY HISTORICAL SOCIETY INC, founded in 1964, is a small nonprofit in the Arts, Culture & Humanities sector that reported $184K in total revenue in fiscal year 2024. The organization ran a surplus of $40K, a strong 22% operating margin.

Mission

TO PRESERVE THE HISTORY OF THE CASA GRANDE VALLEY AND EXPLORE THE RICH HERITAGE OF RURAL SOUTHERN ARIZONA.

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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 $125,945

Program Service Revenue $15,106

Investment Income $1,854

Other Revenue $40,971

TOTAL REVENUE $183,876

Expense Breakdown

Grants Paid $102

Salaries & Benefits $70,986

Fundraising Expenses $0

Program Expenses $134,222

Other Expenses $73,101

TOTAL EXPENSES $144,189

Year-over-Year Comparison

	2024	2023	Change
Revenue	$183,876	$190,290	0.0%
Expenses	$144,189	$143,383	+0.0%
Net Income	$39,687	$46,907	-0.2%

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

$51,003

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROGER HOOPER	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
BRETT BENEDICT	PRESIDENT	1.00	Officer Director	$0	$0	$0
VIKKI KORTSEN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVE MILLER	TREASURER	1.00	Officer Director	$0	$0	$0
CHARLENE SOUTHERN	SECRETARY	1.00	Officer Director	$0	$0	$0
CATHY KENYON	SECRETARY	1.00	Officer Director	$0	$0	$0
DUANE EITEL	DIRECTOR	0.25	Director	$0	$0	$0
ERNIE LOPEZ	DIRECTOR	0.25	Director	$0	$0	$0
JAMES SOMMERS	DIRECTOR	0.25	Director	$0	$0	$0
PATTY CAYWOOD	DIRECTOR	0.25	Director	$0	$0	$0
PAULINE JAMES	DIRECTOR	0.25	Director	$0	$0	$0
SUE EBERIE	DIRECTOR	0.25	Director	$0	$0	$0
MICHAEL SIROTA	EXECUTIVE DIRECTOR	40.00	Officer	$51,003	$0	$51,003

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	$183,876	$144,189	$667,836	$39,687
2024	$190,290	$143,383	$584,573	$46,907
2022	$130,097	$113,925	$476,223	$16,172

CASA GRANDE VALLEY HISTORICAL SOCIETY INC