CALIFORNIA HERITAGE INDIGENOUS RESEARCH PROJECT (EIN 471477386) - 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

2015

Legal Domicile

Principal Officer

Elizabeth Covert

Phone

5305700846

Tax Period

2024-01-01 to 2024-12-31

CALIFORNIA HERITAGE INDIGENOUS RESEARCH PROJECT, founded in 2015, is a community nonprofit in the Arts, Culture & Humanities sector that reported $4.3M in total revenue in fiscal year 2024. Revenue surged 341% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.2M, a strong 52% operating margin.

Mission

Preserve Nisenan Culture in Nevada County

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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 $3,931,090

Program Service Revenue $280,245

Investment Income $58,806

Other Revenue $36,030

TOTAL REVENUE $4,306,171

Expense Breakdown

Grants Paid $37,393

Salaries & Benefits $983,902

Fundraising Expenses $94,551

Program Expenses $1,785,721

Other Expenses $1,066,813

TOTAL EXPENSES $2,088,108

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,306,171	$975,617	+3.4%
Expenses	$2,088,108	$962,607	+1.2%
Net Income	$2,218,063	$13,010	+169.5%

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

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

$97,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Covert	Executive Dir.	50.00	Officer	$97,000	$0	$97,000
Richard Johnson	Director	0.50	Director	$0	$0	$0
Nikila Badua	Vice President	0.50	Officer Director	$0	$0	$0
Marie Sobonya	Director	0.50	Director	$0	$0	$0
Julie Baker	Board Chair	0.50	Officer Director	$0	$0	$0
Elizabeth Soderstrom	Treasurer	0.50	Officer Director	$0	$0	$0
Josie Andrews	Secretary	0.50	Officer Director	$0	$0	$0
Virginia Covert	Director	0.50	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	$4,306,171	$2,088,108	$3,772,720	$2,218,063
2023	$975,617	$962,607	$1,170,008	$13,010
2022	$474,053	$451,404	$976,948	$22,649
2021	$274,484	$269,732	$954,005	$4,752
2020	$239,622	$177,667	$787,959	$61,955
2019	$135,867	$110,791	$666,947	$25,076
2018	$683,967	$63,456	$641,871	$620,511

CALIFORNIA HERITAGE INDIGENOUS RESEARCH PROJECT