BAY AREA HERITAGE SOCIETY

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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

Principal Officer

TERRY PRESLEY

Phone

2814278768

Tax Period

2024-01-01 to 2024-12-31

BAY AREA HERITAGE SOCIETY, founded in 1976, is a micro nonprofit that reported $58K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $69K exceeded revenue, resulting in a 19% operating deficit.

Mission

OPERATION OF HISTORICAL MUSEUM

Program Service Accomplishments

Program 1

Expenses: $24,468

A COMMUNITY FOCUSED MUSEUM WHICH INCLUDES ARTIFACTS FROM THE BAYTOWN AREA. HISTORICALLY BASED PROGRAMS PROVIDED FOR THE PUBLIC AND THE LOCAL SCHOOL DISTRICT. APPROX 500 VISITORS PER MONTH.

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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 (2024)

Revenue Breakdown

Contributions & Grants $50,605

Program Service Revenue $0

Investment Income $7,328

Other Revenue $0

TOTAL REVENUE $57,933

Expense Breakdown

Grants Paid $0

Salaries & Benefits $42,509

Fundraising Expenses $4,751

Program Expenses $24,468

Other Expenses $21,856

TOTAL EXPENSES $69,116

Year-over-Year Comparison

	2024	2023	Change
Revenue	$57,933	$61,003	-0.1%
Expenses	$69,116	$80,240	-0.1%
Net Income	$-11,183	$-19,237	-0.4%

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

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
HELEN GERLICH	HISTORIAN	1.00	Director	$0	$0	$0
CINDY NETTLES	SECRETARY	1.00	Officer Director	$0	$0	$0
SUSAN PITTS	TREASURER	1.00	Director	$0	$0	$0
JEFF REILLY	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JULIE DETORRE	PRESIDENT	1.00	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
2024	$57,933	$69,116	$869,617	$-11,183
2023	$61,003	$80,240	$879,636	$-19,237
2022	$74,076	$73,808	$898,256	$268
2021	$58,115	$54,342	$897,406	$3,773
2020	$47,422	$57,312	$894,043	$-9,890
2019	$28,713	$50,635	$903,344	$-21,922
2018	$47,845	$52,128	$925,161	$-4,283