GILBERT HISTORICAL SOCIETY INC

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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

1980

Legal Domicile

Phone

4809261577

Tax Period

2024-04-01 to 2025-03-31

GILBERT HISTORICAL SOCIETY INC, founded in 1980, is a small nonprofit in the Arts, Culture & Humanities sector that reported $237K in total revenue in fiscal year 2024. Revenue fell 55% from the prior year — a significant decline worth monitoring. Net assets of $3.0M represent 153 months of operating reserves.

Mission

Maintain the history of Gilbert AZ and to illustrate how life was lived over the last approximately 100 years since Gilbert came into existence. Also promotes arts and culture through intergenerational programs.

Program Service Accomplishments

Program 1

Expenses: $97,320

The Gilbert Historical Society exists as a trustee of the history of Gilbert, AZ. The Society maintains a museum which is in a 1913 former school house. This is the only building in Gilbert on the...

The Gilbert Historical Society exists as a trustee of the history of Gilbert, AZ. The Society maintains a museum which is in a 1913 former school house. This is the only building in Gilbert on the National Register of Historic Places. The museum is open and available to the public. Its mission is to be the vibrant cornerstone of an intergenerational community that celebrates the past, inspires unity of all people and cultivates life enriching collaboration. Thousands of visitors and school children tour the museum each year.

Program 2

Expenses: $41,708

Public programs at Gilbert Historical Society, Inc. , HD South cover six catergories - history, art, science, music, literature and health and wellness. We use a programming model called Communities...

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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 (2024)

Revenue Breakdown

Contributions & Grants $110,830

Program Service Revenue $25,097

Investment Income $10,944

Other Revenue $89,906

TOTAL REVENUE $236,777

Expense Breakdown

Grants Paid $0

Salaries & Benefits $151,569

Fundraising Expenses $41,011

Program Expenses $139,028

Other Expenses $83,918

TOTAL EXPENSES $235,487

Year-over-Year Comparison

	2024	2023	Change
Revenue	$236,777	$523,132	-0.5%
Expenses	$235,487	$228,625	+0.0%
Net Income	$1,290	$294,507	-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

$70,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENISE LOPEZ	PRESIDENTCEO	40.00	Officer	$70,000	$0	$70,000
HOLLY PRITULSKY	CHAIR OF BOARD	3.00	Officer Director	$0	$0	$0
DR SHANE MCCORD	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ELAINE KESSLER	SECRETARY	1.00	Officer Director	$0	$0	$0
CINDY NELSON	TREASURER	1.00	Officer Director	$0	$0	$0
ALAN BALL	BOARD MEMBER	1.00	Director	$0	$0	$0
DEB CARR	BOARD MEMBER	1.00	Director	$0	$0	$0
JASMINE HOLMES	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE HARPOLE	BOARD MEMBER	1.00	Director	$0	$0	$0
KRISTIN ALTIERI	BOARD MEMBER	1.00	Director	$0	$0	$0
FAITH HEINRICH	BOARD MEMBER	1.00	Director	$0	$0	$0
NICK STROM	BOARD MEMBER	1.00	Director	$0	$0	$0
KURT SABEL	BOARD MEMEBER	1.00	Director	$0	$0	$0
ANN TEMPLETON	BOARD MEMEBER	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
2025	$236,777	$235,487	$3,280,305	$1,290
2024	$523,132	$228,625	$2,581,009	$294,507
2023	$328,098	$197,824	$2,313,047	$130,274
2022	$381,322	$182,801	$2,157,613	$198,521
2021	$431,864	$254,592	$1,994,993	$177,272
2020	$655,352	$272,541	$1,809,004	$382,811
2019	$464,071	$311,323	$1,443,645	$152,748