CONTRA COSTA COUNTY HISTORICAL SOCIETY INC (EIN 237327190) - 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

1951

Legal Domicile

Principal Officer

Steven O James

Phone

9252291042

Tax Period

2025-01-01 to 2025-12-31

CONTRA COSTA COUNTY HISTORICAL SOCIETY INC, founded in 1951, is a small nonprofit that reported $204K in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $174K left a modest 15% surplus.

Mission

To preserve, protect, and provide public access to records and heritage of Contra Costa County

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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 (2025)

Revenue Breakdown

Contributions & Grants $184,407

Program Service Revenue $5,099

Investment Income $6,015

Other Revenue $8,654

TOTAL REVENUE $204,175

Expense Breakdown

Grants Paid $0

Salaries & Benefits $49,487

Fundraising Expenses $0

Program Expenses $2,943

Other Expenses $121,439

TOTAL EXPENSES $173,869

Year-over-Year Comparison

	2025	2024	Change
Revenue	$204,175	$185,593	+0.1%
Expenses	$173,869	$214,464	-0.2%
Net Income	$30,306	$-28,871	-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

Total Directors

$34,500

Key Employees

$11,145

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Patricia L Davis	Executive Director	30	Director	$34,500	$0	$34,500
Jennifer Apkarian	Bookkeeper	8	Key Emp	$11,145	$0	$11,145
Tara Weber	President	8	Officer	$0	$0	$0
Andrea Blachman	1st Vice President	8	Officer	$0	$0	$0
John Burgh	2nd Vice President	8	Officer	$0	$0	$0
Lisa Gorrell	Secretary	8	Officer	$0	$0	$0
Steven James	Treasurer	8	Officer	$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	$204,175	$173,869	$665,460	$30,306
2024	$185,593	$214,464	$553,226	$-28,871
2023	$177,853	$175,162	$495,131	$2,691
2022	$270,248	$205,891	$429,409	$64,357
2021	$237,962	$138,756	$416,039	$99,206
2020	$178,918	$139,732	$281,373	$39,186

CONTRA COSTA COUNTY HISTORICAL SOCIETY INC