Bakersfield Firefighters Historical Society (EIN 473099227) - 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

Scott Barry

Phone

9092342548

Tax Period

2021-01-01 to 2021-12-31

Bakersfield Firefighters Historical Society, founded in 2015, is a small nonprofit in the Public Safety sector that reported $180K in total revenue in fiscal year 2021. Revenue surged 322% from the prior year, signaling strong growth momentum. The organization ran a surplus of $69K, a strong 38% operating margin.

Mission

The mission of the Bakersfield Firefighters Historical Society is to restore, preserve and share the valuable history and timeless artifacts of the Bakersfield Fire Department.

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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 (2021)

Revenue Breakdown

Contributions & Grants $164,000

Program Service Revenue $0

Investment Income $42

Other Revenue $16,166

TOTAL REVENUE $180,208

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $111,334

Other Expenses $111,474

TOTAL EXPENSES $111,474

Year-over-Year Comparison

	2021	2020	Change
Revenue	$180,208	$42,710	+3.2%
Expenses	$111,474	$38,449	+1.9%
Net Income	$68,734	$4,261	+15.1%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Jason Johnson	President	Director	$0	$0	$0
Derek Rodriguez	Vice President	Director	$0	$0	$0
Scott Barry	Treasurer	Director	$0	$0	$0
Tim Boggess	Director	Director	$0	$0	$0
John Rojas	Director	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
2021	$180,208	$111,474	$210,888	$68,734

Bakersfield Firefighters Historical Society