CLOVERDALE HISTORICAL SOCIETY (EIN 680047998) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

KATE BARRETT

Phone

7078942067

Tax Period

2025-01-01 to 2025-12-31

CLOVERDALE HISTORICAL SOCIETY, founded in 1968, is a micro nonprofit that reported $34K in total revenue in fiscal year 2025. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $66K exceeded revenue, resulting in a 92% operating deficit.

Mission

PROVIDE MUSEUM FACILITIES AS WELL AS CONDUCTED FUNDRAISERS TO PROVIDE OPERATIONAL FUNDS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $25,850

Program Service Revenue $7,885

Investment Income $591

Other Revenue $167

TOTAL REVENUE $34,493

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,849

Fundraising Expenses $0

Program Expenses $47,072

Other Expenses $58,387

TOTAL EXPENSES $66,236

Year-over-Year Comparison

	2025	2024	Change
Revenue	$34,493	$44,494	-0.2%
Expenses	$66,236	$79,648	-0.2%
Net Income	$-31,743	$-35,154	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
TAMMY AZCARATE	DIRECTOR	3.00	Director	$0	$0	$0
KATE BARRETT	PRESIDENT	8.00	Director	$0	$0	$0
ELLEN BOULANGER	DIRECTOR	3.00	Director	$0	$0	$0
ALAN FURBER JR	DIRECTOR	3.00	Director	$0	$0	$0
EBBE KOLBECK	BOOKKEEPER	3.00	Director	$0	$0	$0
LAURIE LASKEY	BOOKKEEPER	4.00	Director	$0	$0	$0
CHARLES OWENS	DIRECTOR	3.00	Director	$0	$0	$0
GREG ROGERS	DIRECTOR	3.00	Director	$0	$0	$0
LYNETTE CHANDLER	VICE PRESIDE	3.00	Officer	$0	$0	$0
ROBERT REDNER	PAST PRESIDE	3.00	Officer	$0	$0	$0
JAN SOUTHARD	SECRETARY /T	3.00	Officer	$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
2025	$34,493	$66,236	$1,716,365	$-31,743
2024	$44,494	$79,648	$1,680,488	$-35,154
2023	$25,566	$81,498	$1,679,651	$-55,932
2022	$39,245	$71,600	$1,686,000	$-32,355
2021	$61,158	$77,107	$1,808,778	$-15,949
2020	$56,360	$70,408	$1,725,046	$-14,048
2019	$92,194	$89,501	$1,722,791	$2,693

CLOVERDALE HISTORICAL SOCIETY