EL MONTE HISTORICAL SOCIETY (EIN 237246859) - 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

1958

Legal Domicile

Principal Officer

CHARLES HOFFMAN

Tax Period

2024-07-01 to 2025-06-30

EL MONTE HISTORICAL SOCIETY, founded in 1958, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $8K in total revenue in fiscal year 2024. Revenue surged 55% from the prior year, signaling strong growth momentum. Expenses of $7K left a modest 12% surplus.

Mission

PROTECTING OUR FUTURE WHILE PRESERVING OUR PAST.

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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 $7,942

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $7,942

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,019

Other Expenses $7,019

TOTAL EXPENSES $7,019

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,942	$5,140	+0.5%
Expenses	$7,019	$3,627	+0.9%
Net Income	$923	$1,513	-0.4%

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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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
FLORENCIO BRIONES	DIRECTOR	N/A	Director	$0	$0	$0
SHEILA CRIPPEN	VICE-PRESIDE	N/A	Officer Director	$0	$0	$0
CATHI EREDIA	PRESIDENT	N/A	Officer Director	$0	$0	$0
CHARLES HOFFMAN	TREASURER	N/A	Officer Director	$0	$0	$0
VERNA DE LOS REYES	DIRECTOR	N/A	Officer Director	$0	$0	$0
JEFF SEYMOUR	DIRECTOR	N/A	Director	$0	$0	$0
HELEN THURSTON	DIRECTOR	N/A	Director	$0	$0	$0
TESS VELASCO	DIRECTOR	N/A	Director	$0	$0	$0
DONNA VILLAGOMEZ	SEC	N/A	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	$7,942	$7,019	$84,784	$923
2024	$5,140	$3,627	$83,861	$1,513
2023	$1,680	$8,301	$82,348	$-6,621
2022	$3,074	$3,334	$88,882	$-260
2021	$10,022	$2,437	$89,142	$7,585
2020	$2,975	$2,197	$81,557	$778
2019	$4,155	$2,279	$80,779	$1,876

EL MONTE HISTORICAL SOCIETY