COACHELLA VALLEY HISTORICAL SOCIETYINC (EIN 237153390) - 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

1965

Legal Domicile

Principal Officer

CINDY LARIBEE

Phone

7603426651

Tax Period

2024-01-01 to 2024-12-31

COACHELLA VALLEY HISTORICAL SOCIETYINC, founded in 1965, is a small nonprofit in the Arts, Culture & Humanities sector that reported $305K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $54K, a strong 18% operating margin.

Mission

TO PRESERVE, INTERPRET, AND SHARE THE ARTIFACTS THAT CREATE A DIALOGUE ABOUT THE EVOLVING HISTORY OF THE COACHELLA VALLEY.

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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 $173,701

Program Service Revenue $17,810

Investment Income $15,680

Other Revenue $98,158

TOTAL REVENUE $305,349

Expense Breakdown

Grants Paid $0

Salaries & Benefits $83,351

Fundraising Expenses $0

Program Expenses $179,492

Other Expenses $168,262

TOTAL EXPENSES $251,613

Year-over-Year Comparison

	2024	2023	Change
Revenue	$305,349	$279,051	+0.1%
Expenses	$251,613	$242,447	+0.0%
Net Income	$53,736	$36,604	+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

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 FRANCIS	Secretary	4.00	Officer Director	$0	$0	$0
KAREN HAWKESWORTH	Treasurer	4.00	Officer Director	$0	$0	$0
JOHN ABELE	BOARD MEMBER	1.00	Director	$0	$0	$0
RUBEN ARIAS	BOARD MEMBER	1.00	Director	$0	$0	$0
CINDY LARIBEE	President	2.00	Officer Director	$0	$0	$0
GLORIA FRANZ	2ND VICE PRES	10.00	Officer Director	$0	$0	$0
BENJAMIN GUITRON	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUG HOLMES	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIN GRIFFIN	BOARD MEMBER	1.00	Director	$0	$0	$0
VICKY FRANCO	BOARD MEMBER	1.00	Director	$0	$0	$0
REBECCA RIZZO	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
YVONNE WEISCHEDEL	1ST VICE-PRES	7.00	Officer Director	$0	$0	$0
JOHNNY GUEVARA	BOARD MEMBER	0.50	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	$305,349	$251,613	$1,407,144	$53,736
2023	$279,051	$242,447	$1,330,454	$36,604
2022	$320,919	$224,212	$1,281,695	$96,707
2021	$228,663	$282,204	$1,202,138	$-53,541
2020	$90,844	$125,584	$1,248,204	$-34,740
2019	$317,889	$154,209	$1,256,577	$163,680
2018	$197,196	$159,412	$1,051,920	$37,784

COACHELLA VALLEY HISTORICAL SOCIETYINC