YUMA COUNTY HISTORICAL SOCIETY (EIN 860216519) - 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

1968

Legal Domicile

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

PRESERVE THE HISTORY OF YUMA COUNTY. RAISE AWARENESS IN COUMMUNITY OF YUMAS PAST THROUGH GARDEN TALKS, TOURS AND LITERATURE. FUNDRAISING FOR EVENTUAL OPEN AIR AGRICULTURAL MUSEUM.

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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 (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

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

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
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

YUMA COUNTY HISTORICAL SOCIETY