Templeton Historical Museum 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

1989

Legal Domicile

Principal Officer

RALPH NANCE

Phone

8052266563

Tax Period

2025-01-01 to 2025-12-31

Templeton Historical Museum Society, founded in 1989, is a micro nonprofit that reported $51K in total revenue in fiscal year 2025. Revenue fell 43% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $17K, a strong 33% operating margin.

Mission

The Templeton Historical Museum Society exists to inspire, educate, and preserve local history by engaging the community and fostering appreciation for the past.

Program Service Accomplishments

Program 1

Expenses: $5,985

Operated the historical museum and vehicles in downtown Templeton, CA to inspire, educate, and preserve local history by engaging the community and fostering appreciation for the past.

Program 2

Expenses: $2,337 Revenue: $2,526

Provided educational blacksmithing demonstrations and workshops to preserve traditional skills and promote local history.

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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 (2025)

Revenue Breakdown

Contributions & Grants $26,624

Program Service Revenue $0

Investment Income $18,302

Other Revenue $5,662

TOTAL REVENUE $50,588

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,241

Program Expenses $8,322

Other Expenses $33,678

TOTAL EXPENSES $33,678

Year-over-Year Comparison

	2025	2024	Change
Revenue	$50,588	$88,019	-0.4%
Expenses	$33,678	$52,985	-0.4%
Net Income	$16,910	$35,034	-0.5%

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

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
RALPH NANCE	Treasurer	2.00	Officer Director	$0	$0	$0
LAURA BROOKS	Chairman	4.00	Officer Director	$0	$0	$0
STEVE VIZE	Secretary	8.00	Officer Director	$0	$0	$0
NEIL ROBERTS	Director	0.20	Officer Director	$0	$0	$0
Amy Wilson	Director	0.50	Director	$0	$0	$0
Jayme Finley	Director	1.00	Director	$0	$0	$0
Susi Fuller	Director	0.50	Director	$0	$0	$0
Chuck McCown	Director	0.50	Director	$0	$0	$0
Ted Debost	Director	0.50	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	$50,588	$33,678	$1,023,483	$16,910
2020	$22,182	$12,677	$1,046,533	$9,505