STOCKTON HERITAGE ASSOCIATION INC

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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

2006

Legal Domicile

Principal Officer

SHARON MURPHY

Phone

2519373738

Tax Period

2024-01-01 to 2024-12-31

STOCKTON HERITAGE ASSOCIATION INC, founded in 2006, is a micro nonprofit in the Community Improvement sector that reported $8K in total revenue in fiscal year 2024. Revenue fell 93% from the prior year — a significant decline worth monitoring. Expenses of $15K exceeded revenue, resulting in a 88% operating deficit.

Mission

TO CHARITABLY ASSIST WITH THE HISTORIC AND CULTURAL PRESERVATION OF THE STOCKTON COMMUNITY

Program Service Accomplishments

Program 1

Expenses: $8,382

TO CHARITABLY ASSIST WITH THE HISTORIC AND CULTURAL PRESERVATION OF THE STOCKTON COMMUNITY

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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 $8,644

Program Service Revenue $0

Investment Income $2,836

Other Revenue $-3,375

TOTAL REVENUE $8,105

Expense Breakdown

Grants Paid $25

Salaries & Benefits $0

Fundraising Expenses $2,272

Program Expenses $12,939

Other Expenses $15,186

TOTAL EXPENSES $15,211

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,105	$122,140	-0.9%
Expenses	$15,211	$16,223	-0.1%
Net Income	$-7,106	$105,917	-1.1%

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

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
GEORGENE CONNER	PRESIDENT	N/A	Director	$0	$0	$0
SHARON MURPHY	TREASURER	N/A	Director	$0	$0	$0
LIN WASELKOV	SECRETARY	N/A	Director	$0	$0	$0
MARY FLO WILLIAMS	VICE PRESIDE	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
2024	$8,105	$15,211	$406,146	$-7,106
2023	$122,140	$16,223	$413,252	$105,917
2022	$9,028	$14,517	$307,335	$-5,489
2021	$9,858	$12,297	$312,824	$-2,439