ORANGE COUNTY HISTORICAL SOCIETY INC (EIN 541030308) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

ORANGE COUNTY HISTORICAL SOCIETY INC, founded in 1967, is a micro nonprofit that reported $76K in total revenue in fiscal year 2023. Net assets of $529K represent 83 months of operating reserves.

Mission

A RESEARCH, ARCHIVAL, AND EDUCATIONAL ORGANIZATION DEDICATED TO THE DISCOVERY, PRESERVATION, AND DISSEMINATION OF THE HISTORY OF THE PEOPLE, PLACES, ORGANIZATIONS, AND EVENTS OF ORANGE COUNTY AND THE SURROUNDING AREA

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $76,406

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $76,406

Expense Breakdown

Grants Paid $2,595

Salaries & Benefits $10,443

Fundraising Expenses $0

Program Expenses $48,083

Other Expenses $70,385

TOTAL EXPENSES $83,423

Year-over-Year Comparison

	2023	2022	Change
Revenue	$76,406	N/A	N/A
Expenses	$83,423	N/A	N/A
Net Income	$-7,017	N/A	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROD HAWKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
DARRYLE CRUMP	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER CONLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICK MCALOON	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK HOERATH	BOARD MEMBER	1.00	Director	$0	$0	$0
MARGARET HILL	BOARD MEMBER	1.00	Director	$0	$0	$0
JESS CIFIZARRI	BOARD MEMBER	0.00	Director	$0	$0	$0
PATRICK COLBY	BOARD MEMBER	1.00	Director	$0	$0	$0
RAY EZELL	PRES	10.00	Officer Director	$0	$0	$0
JAMES LUTHER	TREASURER	0.00	Officer Director	$0	$0	$0
CARLA PASSERLLO	SEC	2.00	Officer Director	$0	$0	$0
MIKE SAXTON	VP	5.00	Officer 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
2023	$76,406	$83,423	$531,351	$-7,017

ORANGE COUNTY HISTORICAL SOCIETY INC