YUMA COUNTY HISTORICAL SOCIETY

EIN: 860216519 501(c)(3) Arts, Culture & Humanities

YUMA, AZ

Total Revenue
$266,004
Total Expenses
$71,149
Total Assets
$1,143,677
Net Assets
$1,141,092
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1968
Legal Domicile
AZ
Principal Officer
KATHI MARCUS
Tax Period
2023-07-01 to 2024-06-30

YUMA COUNTY HISTORICAL SOCIETY, founded in 1968, is a small nonprofit in the Arts, Culture & Humanities sector that reported $266K in total revenue in fiscal year 2023. Revenue fell 47% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $195K, a strong 73% operating margin.

Mission

THE MISSION IS TO COLLECT, PRESERVE AND INTEPRET THE HISTORY OF YUMA COUNTY THROUGH GARDEN TALKS, TOURS AND LITERATURE. FUNDRAISING FOR EVENTUAL OPEN AIR AGRICULTURAL MUSEUM.

Program Service Accomplishments

Program 1

YUMAS HISTORY INVOLVES AGRICULTURE FROM INDIGENOUS PEOPLE TO THE HIGHLY TECHNICAL, SCIENCE BASED LIFE OF TODAYS FARMER. SO MUCH OF YUMA COUNTYS ECONOMY IS BASED ON AGRICULTURE MADE POSSIBLE BY THE...

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YUMAS HISTORY INVOLVES AGRICULTURE FROM INDIGENOUS PEOPLE TO THE HIGHLY TECHNICAL, SCIENCE BASED LIFE OF TODAYS FARMER. SO MUCH OF YUMA COUNTYS ECONOMY IS BASED ON AGRICULTURE MADE POSSIBLE BY THE COLORADO RIVER. SHOWCASING THE HISTORY AND EDUCATING OUR SCHOOL CHILDREN, THE PUBLIC BOTH LOCAL AND VISITORS AND TELLING THE STORY THAT CREATED THIS MAGNIFICIENT ABILITY TO PRODUCE WINTER VEGETABLES AND OTHER CROPS THROUGHOUT THE YEAR TO OUR NATION AND BEYOND. THE YUMA COUNTY HISTORICAL SOCIETY HAS A GOAL TO BUILD AN OPEN AIR AG MUSEUM AND FUNDRAISING IS IN PROGRESS, AS WELL AS FUNDING THE DESIGN TO BUILD FIRM. INTERVIEW WITH FIRMS HAVING TAKEN PLACE AND WE ARE CURRENTLY IN CONVERSATIONS WITH OUR STATE PARTNERS, ARIZONA HISTORICAL SOCIETY, TO DETERMINE FINAL BUDGETS AND FIRM.

Program 2
Revenue: $164,585

REDONDO DAY FUNDRAISER TO FINANCIALLY ASSIST HISTORICAL SOCIETY MUSEUMS, RAISE AWARENESS OF YUMA HISTORY AND PRESERVE ARTIFACTS FOR DISPLAY AND STORY TELLING TO THE PUBLIC THROUGH HISTORY TALKS AND...

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REDONDO DAY FUNDRAISER TO FINANCIALLY ASSIST HISTORICAL SOCIETY MUSEUMS, RAISE AWARENESS OF YUMA HISTORY AND PRESERVE ARTIFACTS FOR DISPLAY AND STORY TELLING TO THE PUBLIC THROUGH HISTORY TALKS AND TOURS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $146,002
Program Service Revenue $0
Investment Income $561
Other Revenue $119,441
TOTAL REVENUE $266,004

Expense Breakdown

Grants Paid $0
Salaries & Benefits $24,587
Fundraising Expenses $0
Other Expenses $46,562
TOTAL EXPENSES $71,149

Year-over-Year Comparison

2023 2022 Change
Revenue $266,004 $503,689 -0.5%
Expenses $71,149 $55,058 +0.3%
Net Income $194,855 $448,631 -0.6%
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

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Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
12
Employees
1
Volunteers
27

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
4
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TOM HURT DIRECTOR 002.00
Director
$0 $0 $0
GOWAN DECKEY DIRECTOR N/A
Director
$0 $0 $0
MARY CAMPBELL DIRECTOR 004.00
Director
$0 $0 $0
CHRIS HARMON DIRECTOR 001.00
Director
$0 $0 $0
RACHEL STALLWORTH DIRECTOR N/A
Director
$0 $0 $0
MIKE PANCRAZI DIRECTOR 001.00
Director
$0 $0 $0
SHARA WHITEHEAD DIRECTOR 001.00
Director
$0 $0 $0
LENORA STUART DIRECTOR N/A
Director
$0 $0 $0
BRUCE GWYNN PRESIDENT 006.00
Officer
$0 $0 $0
KATHI MARCUS TREASURER 010.00
Officer
$0 $0 $0
DONNA JOHNSON VICE PRESIDENT 006.00
Officer
$0 $0 $0
ANITA MAUDE SECRETARY 002.00
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
2025 No data No data No data No data
2024 $266,004 $71,149 $1,143,677 $194,855
2023 $503,689 $55,058 $946,764 $448,631
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