CALIFORNIA HERITAGE MUSEUM

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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

1977

Legal Domicile

Principal Officer

TOBI SMITH

Phone

3103928537

Tax Period

2023-01-01 to 2023-12-31

CALIFORNIA HERITAGE MUSEUM, founded in 1977, is a small nonprofit in the Arts, Culture & Humanities sector that reported $314K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

PROVIDE THE SOUTHERN CALIFORNIA COMMUNITY WITH CALIFORNIA FINE ARTS, FOLK ART, AND DECORATIVE ART PROGRAMMING.

Program Service Accomplishments

Program 1

Expenses: $187,759 Revenue: $2,973

CURATING OF SPECIAL EXHIBITIONS OF FOLK ART.

Program 2

Expenses: $13,784 Revenue: $5,000

VICTORIAN EXHIBIT RECEPTION

Program 3

Expenses: $12,162 Revenue: $2,500

MAIN STREET OPEN HOUSE FOR HOLIDAYS

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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 $268,987

Program Service Revenue $5,473

Investment Income $79

Other Revenue $39,563

TOTAL REVENUE $314,102

Expense Breakdown

Grants Paid $0

Salaries & Benefits $85,208

Fundraising Expenses $33,456

Program Expenses $213,705

Other Expenses $233,064

TOTAL EXPENSES $318,272

Year-over-Year Comparison

	2023	2022	Change
Revenue	$314,102	$267,892	+0.2%
Expenses	$318,272	$321,931	0.0%
Net Income	$-4,170	$-54,039	-0.9%

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

$42,959

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN WEEDMAN	CHAIR	1.00	Officer Director	$0	$0	$0
CHRISTOPHER WARREN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JEFFREY BATES	SECRETAY & TREASURER	1.00	Officer Director	$0	$0	$0
HARVEY SCHWARTZ	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
PAMELA CLINTON SINGLETON	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE SOUKUP	BOARD MEMBER	1.00	Director	$0	$0	$0
HELEN HARDING	BOARD MEMBER	1.00	Director	$0	$0	$0
JOEL POST	BOARD MEMBER	1.00	Director	$0	$0	$0
TOBI SMITH	EXECUTIVE DIRECTOR	50.00	Officer	$42,959	$0	$42,959

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	$314,102	$318,272	$228,198	$-4,170
2022	$267,892	$321,931	$259,733	$-54,039
2021	$340,682	$397,776	$271,353	$-57,094
2020	$151,871	$95,734	$328,447	$56,137
2019	$286,906	$284,543	$267,711	$2,363
2018	$315,415	$305,600	$265,348	$9,815