Sierra County Historical Society (EIN 850220497) - 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

1971

Legal Domicile

Principal Officer

Marilyn Pope

Phone

5758946600

Tax Period

2022-01-01 to 2022-12-31

Sierra County Historical Society, founded in 1971, is a micro nonprofit that reported $66K in total revenue in fiscal year 2022. Revenue surged 25% from the prior year, signaling strong growth momentum. Net assets of $459K represent 83 months of operating reserves.

Mission

The Sierra County Historical Society shall preserve and display the history and culture of the area to serve as a source of information and to educate and further community relations.

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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 (2022)

Revenue Breakdown

Contributions & Grants $30,818

Program Service Revenue $16,154

Investment Income $1,756

Other Revenue $17,528

TOTAL REVENUE $66,256

Expense Breakdown

Grants Paid $0

Salaries & Benefits $36,433

Fundraising Expenses $0

Program Expenses $66,377

Other Expenses $29,944

TOTAL EXPENSES $66,377

Year-over-Year Comparison

	2022	2021	Change
Revenue	$66,256	$52,980	+0.3%
Expenses	$66,377	$62,799	+0.1%
Net Income	$-121	$-9,819	-1.0%

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

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

$8,280

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Don Armijo	President	2.00	Officer	$0	$0	$0
Marilyn Pope	Administrator	48.00	Key Emp Highest	$8,280	$0	$8,280
Ann Welborn	Director	1.00	Officer	$0	$0	$0
Jeff Dornbusch	Vice-President	1.00	Officer	$0	$0	$0
Chris Adams	Director	1.00	Director	$0	$0	$0
Carol Baker	Director	1.00	Director	$0	$0	$0
Bruce Stout	Director	1.00	Director	$0	$0	$0
Ivan Padilla	Director	1.00	Director	$0	$0	$0
Mary Wagner	Director	1.00	Director	$0	$0	$0
Merry Jo Fahl	Treasurer	1.00	Director	$0	$0	$0
Connie Baca	Director	1.00	Director	$0	$0	$0
Debbie Hilbush	Secretary	1.00	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
2024	No data	No data	No data	No data
2022	$66,256	$66,377	$460,006	$-121
2021	$52,980	$62,799	$460,094	$-9,819
2020	$92,443	$93,722	$460,407	$-1,279

Sierra County Historical Society