HISTORY SAN JOSE (EIN 237179176) - 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

1972

Legal Domicile

Principal Officer

WILLIAM SCHROH JR

Phone

4082872290

Tax Period

2023-07-01 to 2024-06-30

HISTORY SAN JOSE, founded in 1972, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.4M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $2.2M left a modest 8% surplus.

Mission

PRESERVING HISTORY OF SAN JOSE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,783,046

Program Service Revenue $359,153

Investment Income $16,153

Other Revenue $257,488

TOTAL REVENUE $2,415,840

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,146,265

Fundraising Expenses $102,317

Program Expenses $1,659,675

Other Expenses $1,073,379

TOTAL EXPENSES $2,219,644

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,415,840	$1,986,526	+0.2%
Expenses	$2,219,644	$2,176,770	+0.0%
Net Income	$196,196	$-190,244	-2.0%

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

$116,388

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LIAM OCONNOR	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
VAUGHN KLEBIG	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOHN KOEPLIN	TREASURER	1.00	Officer Director	$0	$0	$0
MICHELLE COVERT	SECRETARY	1.00	Officer Director	$0	$0	$0
PATRICK HAMMON	DIRECTOR	1.00	Director	$0	$0	$0
LYDIA HEINRICH	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW PARKHURST	DIRECTOR	1.00	Director	$0	$0	$0
DARLENE TENES	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM SCHROH JR	PRESIDENT & CEO	40.00	Officer	$116,388	$0	$116,388

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	No data	No data	No data	No data
2024	$2,415,840	$2,219,644	$927,729	$196,196
2023	$1,986,526	$2,176,770	$712,413	$-190,244
2022	$1,584,956	$1,572,145	$929,440	$12,811
2021	$1,746,425	$1,156,971	$1,777,210	$589,454
2020	$1,435,854	$1,213,276	$1,456,815	$222,578

HISTORY SAN JOSE