JULIAN COMMUNITY HERITAGE FNDN (JC… - Form 990 Financial Data

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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

2018

Legal Domicile

Principal Officer

JEAN DUFFY

Phone

7603313496

Tax Period

2025-01-01 to 2025-12-31

JULIAN COMMUNITY HERITAGE FNDN (JCHF), founded in 2018, is a small nonprofit in the Environment sector that reported $171K in total revenue in fiscal year 2025. Revenue surged 124% from the prior year, signaling strong growth momentum. The organization ran a surplus of $132K, a strong 77% operating margin.

Mission

TO DEVELOP AND MANAGE THE PROPERTY AT 2712 WASHINGTON ST. IN JULIAN, CA FOR THE PUROSE OF PRESERVIG THE HISTORY OF JULIAN, PROVIDING A LOCATION FOR ART AND CULTURE, RESPITE AND LEISURE ACTIVITIES AND TO PROMOTE THE QUALITY OF LIFE FOR PERSONS IN THE COMMUNITY OF JULIAN.

Program Service Accomplishments

Program 1

Expenses: $37,567

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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 $170,021

Program Service Revenue $0

Investment Income $205

Other Revenue $319

TOTAL REVENUE $170,545

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,567

Other Expenses $38,591

TOTAL EXPENSES $38,591

Year-over-Year Comparison

	2025	2024	Change
Revenue	$170,545	$76,100	+1.2%
Expenses	$38,591	$6,935	+4.6%
Net Income	$131,954	$69,165	+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
JEAN DUFFY	PRESIDENT	12.00	Officer Director	$0	$0	$0
DANA PETTERSEN	VICE PRESIDENT	12.00	Officer Director	$0	$0	$0
JOAN CIRILLO	SECRETARY	8.00	Officer Director	$0	$0	$0
TYLER STAMETS	TREASURER	8.00	Officer Director	$0	$0	$0
TEAK NICHOLS	DIRECTOR	12.00	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	$170,545	$38,591	$850,984	$131,954
2024	$76,100	$6,935	$719,659	$69,165
2023	$59,577	$38,742	$650,494	$20,835
2021	$485,796	$9,397	$629,896	$476,399

JULIAN COMMUNITY HERITAGE FNDN (JCHF)