SHASTA HISTORICAL SOCIETY

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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

1974

Legal Domicile

Principal Officer

JASON SALTER

Phone

5302433720

Tax Period

2024-07-01 to 2025-06-30

SHASTA HISTORICAL SOCIETY, founded in 1974, is a small nonprofit that reported $594K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $140K, a strong 24% operating margin.

Mission

MAINTAINING HISTORICAL DATA

Program Service Accomplishments

Program 1

Expenses: $139,789

THE ORGANIZATION ACTS AS AN EDUCATIONAL SOCIETY TO OBTAIN, PRESERVE AND PERPETUATE THE HISOTRY OF SHASTA COUNTY, CALIFORNIA AND OF THE PIONEERS. THE AGENCY SERVICES HUNDREDS OF INTERESTED PERSONS PER...

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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 $169,683

Program Service Revenue $0

Investment Income $106,355

Other Revenue $317,545

TOTAL REVENUE $593,583

Expense Breakdown

Grants Paid $1,500

Salaries & Benefits $61,199

Fundraising Expenses $12,230

Program Expenses $156,971

Other Expenses $390,635

TOTAL EXPENSES $453,334

Year-over-Year Comparison

	2024	2023	Change
Revenue	$593,583	$463,026	+0.3%
Expenses	$453,334	$481,070	-0.1%
Net Income	$140,249	$-18,044	-8.8%

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

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
JASON SALTER	PRESIDENT	N/A	Officer Director	$0	$0	$0
BLAKE FISHER	VICE PRESIDE	N/A	Officer	$0	$0	$0
BONNIE HYATT	SECRETARY	N/A	Officer Director	$0	$0	$0
TRISTEN AITKEN	TREASURER	N/A	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	$593,583	$453,334	$2,160,663	$140,249
2024	$463,026	$481,070	$1,829,403	$-18,044
2023	$325,136	$271,860	$1,583,731	$53,276
2022	$276,145	$245,222	$1,614,352	$30,923
2021	$269,377	$213,020	$1,695,018	$56,357
2020	$267,382	$236,137	$1,378,663	$31,245
2019	$247,127	$220,174	$1,435,295	$26,953
2018	$273,875	$240,784	$1,426,853	$33,091