Whittier Historical Society (EIN 237208032) - 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

1970

Legal Domicile

Principal Officer

David Williamson

Tax Period

2024-07-01 to 2025-06-30

Whittier Historical Society, founded in 1970, is a small nonprofit in the Arts, Culture & Humanities sector that reported $316K in total revenue in fiscal year 2024. The organization ran a surplus of $133K, a strong 42% operating margin.

Mission

Preserve/display historical Whittier artifacts

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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 $273,622

Program Service Revenue $0

Investment Income $24,778

Other Revenue $17,202

TOTAL REVENUE $315,602

Expense Breakdown

Grants Paid $0

Salaries & Benefits $79,860

Fundraising Expenses $0

Program Expenses $182,136

Other Expenses $102,276

TOTAL EXPENSES $182,136

Year-over-Year Comparison

	2024	2023	Change
Revenue	$315,602	$314,995	+0.0%
Expenses	$182,136	$351,381	-0.5%
Net Income	$133,466	$-36,386	-4.7%

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
Joe Mejia	Director	2.00	Director	$0	$0	$0
David Williamson	President	8.00	Officer Director	$0	$0	$0
Jess Montes	Director	1.00	Director	$0	$0	$0
Virginia Ball	Director	1.00	Director	$0	$0	$0
Nicholas Teel	Treasurer	3.00	Officer Director	$0	$0	$0
Judi Henderson	Secretary	2.00	Officer Director	$0	$0	$0
Rob Marin	Vice President	1.00	Officer Director	$0	$0	$0
Tracy Wittman	Vice President	10.00	Officer Director	$0	$0	$0
Lisa Abbate	Director	1.00	Director	$0	$0	$0
Bryant Beltran	Director	1.00	Director	$0	$0	$0
Gisele Johnson	Director	1.00	Director	$0	$0	$0
Rachel Fiore	Director	1.00	Director	$0	$0	$0
Brenda Lopez	Director	1.00	Director	$0	$0	$0
John Marzy	Vice President	2.00	Officer Director	$0	$0	$0
Sean McAfee	Director	1.00	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	$315,602	$182,136	$771,405	$133,466
2024	$314,995	$351,381	$621,351	$-36,386
2023	$198,889	$148,727	$633,117	$50,162
2022	$133,735	$141,023	$569,405	$-7,288
2021	$164,148	$122,920	$650,560	$41,228

Whittier Historical Society