SOUTHERN TUOLUMNE COUNTY HISTORICAL SOCIETY (EIN 770132781) - 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

1987

Legal Domicile

Principal Officer

CATHERINE SANTA MARIA

Phone

2099627904

Tax Period

2024-01-01 to 2024-12-31

SOUTHERN TUOLUMNE COUNTY HISTORICAL SOCIETY, founded in 1987, is a micro nonprofit that reported $93K in total revenue in fiscal year 2024. Revenue surged 75% from the prior year, signaling strong growth momentum. The organization ran a surplus of $27K, a strong 29% operating margin.

Mission

TO OPERATE A MUSEUM AND LIBRARY OPEN TO THE PUBLIC

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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 $48,450

Program Service Revenue $14,067

Investment Income $9,797

Other Revenue $20,519

TOTAL REVENUE $92,833

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $7,871

Program Expenses $53,125

Other Expenses $65,493

TOTAL EXPENSES $65,493

Year-over-Year Comparison

	2024	2023	Change
Revenue	$92,833	$53,019	+0.8%
Expenses	$65,493	$54,826	+0.2%
Net Income	$27,340	$-1,807	-16.1%

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

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
SCOTT BELSER	VP	N/A	Officer Director	$0	$0	$0
KATHY BROWN	BOARD MEMBER	N/A	Director	$0	$0	$0
HARRIET CODEGLIA	PRESIDENT	N/A	Officer Director	$0	$0	$0
PATRICIA GIBSON	SECRETARY	N/A	Officer Director	$0	$0	$0
CATHERINE SANTA MARIA	TREASURER	N/A	Officer Director	$0	$0	$0
JIM PHILLIPS	BOARD MEMBER	N/A	Director	$0	$0	$0
DAVID ROBERTS	DIRECTOR	N/A	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
2025	No data	No data	No data	No data
2024	$92,833	$65,493	$777,659	$27,340
2022	$61,885	$43,847	$748,063	$18,038
2021	$53,627	$42,121	$785,213	$11,506
2020	$13,411	$31,898	$886,739	$-18,487
2020	$13,411	$31,898	$752,919	$-18,487
2019	$56,452	$35,666	$770,630	$20,786
2018	$39,026	$43,511	$750,044	$-4,485

SOUTHERN TUOLUMNE COUNTY HISTORICAL SOCIETY