CALIFORNIA AREA HISTORICAL SOCIETY (EIN 251710596) - 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

2023

Legal Domicile

Principal Officer

AMELIA MITCHELL

Phone

7249383250

Tax Period

2023-01-01 to 2023-12-31

CALIFORNIA AREA HISTORICAL SOCIETY, founded in 2023, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $67K in total revenue in fiscal year 2023. The organization ran a surplus of $40K, a strong 59% operating margin.

Mission

TO PRESERVE THE HERITAGE OF THE LAND AND SIGNIFIANCE OF THE SETTLERS TO BRING TOGETHER THOSE PEOPLE INTERESTED IN LOCAL HISYORY TO EDUCATE THE PUBLIC ABOUT THE HERITAGE OF THE AREA

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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 $14,514

Program Service Revenue $0

Investment Income $0

Other Revenue $52,689

TOTAL REVENUE $67,203

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,608

Other Expenses $27,608

TOTAL EXPENSES $27,608

Year-over-Year Comparison

	2023	2022	Change
Revenue	$67,203	N/A	N/A
Expenses	$27,608	N/A	N/A
Net Income	$39,595	N/A	N/A

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

N/A

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
MARY BETH GRAF	PRESIDENT	5.00	Officer	$0	$0	$0
LARRY PAPINI JR	VICE-PRES.	1.00	Officer	$0	$0	$0
JEANNE GILLIS KING	SECRETARY	N/A	Officer	$0	$0	$0
AMELIA MITCHELL	TREASURER	N/A	Officer	$0	$0	$0
GARY GREGG	MRMBER-AT-LARGE	N/A	Director	$0	$0	$0
ROBERT T HARRIS	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL KULIKOWSKI	DIRECTOR	N/A	Director	$0	$0	$0
VIRGINIA STRINGER	DIRECTOR	N/A	Director	$0	$0	$0
LYNNE LANGLEY	DIRECTOR	N/A	Director	$0	$0	$0
AMORY MERRIMAN	DIRECTOR	N/A	Director	$0	$0	$0
JACK O'SAVAGE	DIRECTOR	N/A	Director	$0	$0	$0
AUDREY WINFIELD	DIRECTOR	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
2023	$67,203	$27,608	$195,665	$39,595

CALIFORNIA AREA HISTORICAL SOCIETY