TURLOCK HISTORICAL SOCIETY (EIN 770413888) - 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

1996

Legal Domicile

Phone

2096687386

Tax Period

2023-01-01 to 2023-12-31

TURLOCK HISTORICAL SOCIETY, founded in 1996, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $27K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $45K exceeded revenue, resulting in a 67% operating deficit.

Mission

TO PRESERVE AND SHARE TURLOCK HISTORY

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $21,522

Program Service Revenue $0

Investment Income $5,537

Other Revenue $0

TOTAL REVENUE $27,059

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,177

Other Expenses $45,193

TOTAL EXPENSES $45,193

Year-over-Year Comparison

	2023	2022	Change
Revenue	$27,059	$23,421	+0.2%
Expenses	$45,193	$21,385	+1.1%
Net Income	$-18,134	$2,036	-9.9%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
BILL FERRIERA	President	Officer	$0	$0	$0
SCOTT ATHERTON	Vice President	Officer	$0	$0	$0
SUE PETERS	Secretary	Officer	$0	$0	$0
LORI SMITH	Treasurer	Officer	$0	$0	$0
JOHN LAZAR	BOARD MEMBER	Officer	$0	$0	$0
BRENT BOHLENDER	BOARD MEMBER	Officer	$0	$0	$0
LORNA SCHMIDT	BOARD MEMBER	Officer	$0	$0	$0
MIKE EVERETT	BOARD MEMBER	Officer	$0	$0	$0
LORI JOHNSON	BOARD MEMBER	Officer	$0	$0	$0
BONNIE PACHECO	BOARD MEMBER	Officer	$0	$0	$0
MARVIN SCOTT	BOARD MEMBER	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$27,059	$45,193	$767,307	$-18,134
2022	$23,421	$21,385	$747,543	$2,036
2021	$340,777	$28,660	$792,864	$312,117

TURLOCK HISTORICAL SOCIETY