CORONA HERITAGE FOUNDATION

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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

1998

Legal Domicile

Principal Officer

MARLA J BENSON

Phone

9518980687

Tax Period

2025-01-01 to 2025-12-31

CORONA HERITAGE FOUNDATION, founded in 1998, is a small nonprofit in the Arts, Culture & Humanities sector that reported $156K in total revenue in fiscal year 2025. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $57K, a strong 36% operating margin.

Mission

Our purpose is to promote and enhance an appreciation of the origins and development of Corona through educational and recreational opportunities at the park and outreach across the community. We are open to all institutions and individuals desiring to learn about the past and present history, art and culture of Corona through diverse involvement that has created a living museum within this important historic site.

Program Service Accomplishments

Program 1

Expenses: $97,214 Revenue: $430

PROMOTED THE APPRECIATION OF THE ORIGINS AND DEVELOPMENT OF CORONA AND IMPACT OF THE CITRUS INDUSTRY IN CORONA. OPERATED AND ENHANCED CORONA HERITAGE PARK.

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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 $35,385

Program Service Revenue $430

Investment Income $12,222

Other Revenue $108,005

TOTAL REVENUE $156,042

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $97,214

Other Expenses $99,308

TOTAL EXPENSES $99,308

Year-over-Year Comparison

	2025	2024	Change
Revenue	$156,042	$208,091	-0.3%
Expenses	$99,308	$165,383	-0.4%
Net Income	$56,734	$42,708	+0.3%

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
MARLA J BENSON	PRESIDENT	16.00	Officer Director	$0	$0	$0
PAT ATWOOD	TREASURER	5.00	Officer Director	$0	$0	$0
TERRI VANCE	SECRETARY	16.00	Officer Director	$0	$0	$0
JOHN O'DOHERTY	DIRECTOR	5.00	Director	$0	$0	$0
JEFF MILLER	DIRECTOR	5.00	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	$156,042	$99,308	$1,837,508	$56,734
2024	$208,091	$165,383	$1,780,771	$42,708
2023	$162,575	$117,727	$1,738,041	$44,848
2022	$151,619	$110,903	$1,693,192	$40,716
2021	$143,277	$99,889	$1,652,476	$43,388
2020	$115,979	$100,446	$1,609,088	$15,533
2019	$128,393	$124,532	$1,593,555	$3,861
2018	$119,596	$98,146	$1,589,694	$21,450