FALLBROOK HISTORICAL SOCIETY (EIN 510196769) - 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

1976

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

FALLBROOK HISTORICAL SOCIETY, founded in 1976, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $43K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $7K, a strong 16% operating margin.

Mission

The purpose of this organization shall be charitable, scientific, literary and educational, with particular emphasis upon bringing together those persons interested in the history of the Fallbrook area and the preservation of its artifacts.

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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 (2023)

Revenue Breakdown

Contributions & Grants $10,664

Program Service Revenue $0

Investment Income $27

Other Revenue $32,626

TOTAL REVENUE $43,317

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $679

Program Expenses $30,703

Other Expenses $36,406

TOTAL EXPENSES $36,406

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,317	$39,647	+0.1%
Expenses	$36,406	$45,295	-0.2%
Net Income	$6,911	$-5,648	-2.2%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Roy Moosa	President	5.00	Officer Director	$0	$0	$0
Pat Saunders	Director	1.00	Director	$0	$0	$0
Tom Sullivan	Director	1.00	Director	$0	$0	$0
Marianne Dickey	Sec/Treasurer	5.00	Officer Director	$0	$0	$0
Tom Frew	Director	2.00	Director	$0	$0	$0
Mary Belton	Director	2.00	Director	$0	$0	$0
Mike McGuire	Director	1.00	Director	$0	$0	$0
Clay Kreul	Director	1.00	Director	$0	$0	$0
Scott Spencer	Director	2.00	Director	$0	$0	$0
Jeff Duhachek	Vice President	5.00	Officer Director	$0	$0	$0
Jauher Zaidi	Director	1.00	Director	$0	$0	$0
Leo Romero	Director	2.00	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
2024	No data	No data	No data	No data
2023	$43,317	$36,406	$1,031,811	$6,911
2022	$39,647	$45,295	$1,026,088	$-5,648
2021	$83,532	$89,190	$1,032,924	$-5,658
2020	$10,854	$36,957	$1,039,374	$-26,103
2019	$60,865	$43,074	$1,053,138	$17,791

FALLBROOK HISTORICAL SOCIETY