DUBLIN HISTORICAL SOCIETY

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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

2021

Legal Domicile

Principal Officer

TIM SBRANTI

Phone

9258585303

Tax Period

2021-01-01 to 2021-12-31

DUBLIN HISTORICAL SOCIETY, founded in 2021, is a small nonprofit that reported $371K in total revenue in fiscal year 2021. The organization ran a surplus of $352K, a strong 95% operating margin.

Mission

DUBLIN HISTORICAL SOCIETY IS DEDICATED TO THE DISCOVERY, PRESERVATION, PROMOTION AND ENHANCEMENT OF HISTORICAL SITES, BUILDINGS, PHOTOGRAPHS, INFORMATION AND EPHEMERA IN AND AROUND THE DUBLIN AREA.

Program Service Accomplishments

Program 1

Expenses: $5,777

DUBLIN HISTORICAL SOCIETY PROVIDES FACILITIES, ARTIFACTS AND INFORMATION FOR THE PRESERVATION, APPRECIATION, AND KNOWLEDGE OF THE HISTORY OF THE CITY OF DUBLIN, CALIFORNIA. WE DELIVER HIGHLY NEEDED HISTORIC ENHANCEMENT AND PRESERVATION ACTIVITIES THAT ARE LEFT UNFUNDED BY OTHER MEANS.DUBLIN HISTORICAL SOCIETY HAS BROUGHT TOGETHER GENEROUS SUPPORT FROM THE BUSINESS COMMUNITY, LOCAL SERVICE ORGANIZATIONS, AND CITIZEN VOLUNTEERS, TO PRESERVE AND ENHANCE THE MURRAY SCHOOL HOUSE, OLD ST. RAYMOND'S CHURCH, THE KOLB HOUSE, THE DUBLIN PIONEER CEMETERY, THE CAMP PARKS HISTORIC COLLECTION AND A DIVERSE RANGE OF SERVICES AND FUNDING TO MANY DUBLIN HERITAGE EFFORTS. WE STRONGLY SUPPORT THE DUBLIN HERITAGE PARKS AND MUSEUMS AND THE ONGOING PRESERVATION OF DUBLIN'S HISTORY.

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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 (2021)

Revenue Breakdown

Contributions & Grants $633

Program Service Revenue $0

Investment Income $370,388

Other Revenue $0

TOTAL REVENUE $371,021

Expense Breakdown

Grants Paid $150

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,777

Other Expenses $18,758

TOTAL EXPENSES $18,908

Year-over-Year Comparison

	2021	2020	Change
Revenue	$371,021	N/A	N/A
Expenses	$18,908	N/A	N/A
Net Income	$352,113	N/A	N/A

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	Role	Reportable Comp	Other Comp	Total
TIM SBRANTI	PRESIDENT	Officer Director	$0	$0	$0
CLAUDIA MCCORMICK	VICE-PRESIDENT	Officer Director	$0	$0	$0
RITA SZOLLOS	SECRETARY	Officer Director	$0	$0	$0
MARIA SAENZ	TREASURER	Officer Director	$0	$0	$0
STEVE MINNIEAR	DIRECTOR	Director	$0	$0	$0
DAWN BRENSON	DIRECTOR	Director	$0	$0	$0
BONNIE ANDREASEN	DIRECTOR	Director	$0	$0	$0
BILL BRANCA	DIRECTOR	Director	$0	$0	$0
KIM HUDSON	DIRECTOR	Director	$0	$0	$0
MARSHALL KAMENA	DIRECTOR	Director	$0	$0	$0
ROGER LEE	DIRECTOR	Director	$0	$0	$0
RON SATTERTHWAITE	DIRECTOR	Director	$0	$0	$0
DAYNA TUTINO	DIRECTOR	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
2021	$371,021	$18,908	$352,113	$352,113