CAMBRIA HISTORICAL SOCIETY (EIN 770253612) - 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

2001

Legal Domicile

Phone

8059272891

Tax Period

2024-01-01 to 2024-12-31

CAMBRIA HISTORICAL SOCIETY, founded in 2001, is a micro nonprofit in the Unknown sector that reported $88K in total revenue in fiscal year 2024. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $78K left a modest 12% surplus.

Mission

IS THE COLLECTION OF HISTORICAL INFORMATION AND PRESERVATION ASSOCIATED WITH THE VILLAGE OF CAMBRIA AND ITS ENVIRONS. THE HISTORICAL SOCIETY SEEKS OUT AND COLLECTS RELEVANT INFORMATION, PHOTOGRAPHS, ARTIFACTS AND HISTORICAL DATA.

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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 $80,154

Program Service Revenue $4,510

Investment Income $1,551

Other Revenue $2,234

TOTAL REVENUE $88,449

Expense Breakdown

Grants Paid $1,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $69,409

Other Expenses $76,024

TOTAL EXPENSES $77,524

Year-over-Year Comparison

	2024	2023	Change
Revenue	$88,449	$171,913	-0.5%
Expenses	$77,524	$88,436	-0.1%
Net Income	$10,925	$83,477	-0.9%

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
RICHARD LEE	Director	3.00	Director	$0	$0	$0
DOUG KOERPER	Director	10.00	Director	$0	$0	$0
PENNY CHURCH	Director	3.00	Director	$0	$0	$0
DIANA CLARK	Director	3.00	Director	$0	$0	$0
DEBBIE JOHNSON	Director	3.00	Director	$0	$0	$0
BRIAN GLUSOVICH	Director	3.00	Director	$0	$0	$0
MARJORIE SEWELL	Director	3.00	Director	$0	$0	$0
CHERYL RAITER	Director	3.00	Director	$0	$0	$0
MELODY COE	President	15.00	Officer	$0	$0	$0
DICK CLARK	Treasurer	15.00	Officer	$0	$0	$0
CONSUELO MACEDO	Vice President	10.00	Officer	$0	$0	$0
DEBBIE KOERPER	Secretary	10.00	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	$88,449	$77,524	$1,716,409	$10,925
2023	$171,913	$88,436	$1,698,749	$83,477
2022	$107,137	$79,769	$1,615,534	$27,368
2021	$96,624	$75,861	$1,587,968	$20,763
2020	$289,824	$67,021	$1,567,083	$222,803
2019	$154,333	$68,424	$1,344,465	$85,909
2018	$63,673	$68,561	$1,259,565	$-4,888

CAMBRIA HISTORICAL SOCIETY