ARCADIA AREA 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

2001

Legal Domicile

Principal Officer

BRYAN BERKLUND

Phone

6083237143

Tax Period

2025-01-01 to 2025-12-31

ARCADIA AREA HISTORICAL SOCIETY, founded in 2001, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $15K in total revenue in fiscal year 2025. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $51K exceeded revenue, resulting in a 237% operating deficit.

Mission

TO COLLECT, PRESERVE, AND SHARE THE HISTORY OF THE ARCADIA AREA.

Program Service Accomplishments

Program 1

Expenses: $50,956

HISTORICAL MUSEUM, GENEALOGICAL RESEARCH LIBRARY. OPEN TO THE PUBLIC MONDAY AND FRIDAY. SPECIAL EVENTS SHOWCASING HISTORICAL EVENTS. SCHOOL AND YOUTH HISTORY PROGRAMS.

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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 $10,065

Program Service Revenue $0

Investment Income $1,985

Other Revenue $3,071

TOTAL REVENUE $15,121

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,956

Other Expenses $50,956

TOTAL EXPENSES $50,956

Year-over-Year Comparison

	2025	2024	Change
Revenue	$15,121	$19,692	-0.2%
Expenses	$50,956	$51,009	0.0%
Net Income	$-35,835	$-31,317	+0.1%

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
DARLENE BOBERG	DIRECTOR	2.00	Director	$0	$0	$0
JANICE GIEMZA	DIRECTOR	2.00	Director	$0	$0	$0
LUANN KUBE	DIRECTOR	2.00	Director	$0	$0	$0
JAMES LOSINSKI	DIRECTOR	2.00	Director	$0	$0	$0
DARRIN MOHAN	DIRECTOR	2.00	Director	$0	$0	$0
BETTY WOZNEY	DIRECTOR	2.00	Director	$0	$0	$0
BRYAN BERKLUND	PRESIDENT	8.00	Officer	$0	$0	$0
CAROL BERKLUND	TREASURER	12.00	Officer	$0	$0	$0
KIM KANIA	SECRETARY	3.00	Officer	$0	$0	$0
RANDALL KUBE	VICE PRESIDE	2.00	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	$15,121	$50,956	$586,184	$-35,835
2024	$19,692	$51,009	$587,558	$-31,317
2023	$17,182	$50,291	$618,875	$-33,109
2022	$13,307	$48,236	$651,984	$-34,929
2021	$11,017	$62,004	$686,913	$-50,987
2020	$16,272	$49,390	$737,900	$-33,118
2019	$18,144	$52,278	$771,018	$-34,134
2018	$40,776	$84,813	$805,152	$-44,037