California History Center Foundati… - Form 990 Financial Data

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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

1969

Legal Domicile

Phone

4088648987

Tax Period

2023-07-01 to 2024-06-30

California History Center Foundation, founded in 1969, is a small nonprofit in the Arts, Culture & Humanities sector that reported $136K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $72K, a strong 53% operating margin.

Mission

TO SERVE AS THE TRUSTEE AND STEWARD OF THE FOUNDATION'S STOCKLMEIR LIBRARY AND ARCHIVES, TO OVERSEE AND ADMINISTER THE CENTER'S PUBLICATIONS PROGRAM, TO BE AN ADVOCATE FOR HISTORIC PRESERVATION ON THE DE ANZA COLLEGE CAMPUS AND IN THE COMMUNITY AT LARGE, AND TO PROVIDE GUIDANCE AND SUPPORT TO THE CENTER AND ITS PROGRAMS. THE MISSION IS ACCOMPLISHED THROUGH STRATEGIC PLANNING, POLICY DEVELOPMENT, COMMUNITY OUTREACH, FUNDRAISING, AND FIDUCIARY ADMINISTRATION THAT ARE GROUNDED IN THE VALUES OF COMMUNITY PARTICIPATION AND OWNERSHIP, INSTITUTIONAL CONTINUITY, CREDIBILITY, COMMITTMENT, AND RESONSIBILITY.

Program Service Accomplishments

Program 1

Expenses: $51,397

THE ORGANIZATION OPERATES A LIBRARY/ARCHIVES STAFFED BY A LIBRARIAN/ARCHIVIST WHO IS RESPONSIBLE FOR COLLECTION, MAINTENANCE AND DEVELOPMENT, AND REFERENCE/RESEARCH SERVICES IN THE FIELDS OF...

THE ORGANIZATION OPERATES A LIBRARY/ARCHIVES STAFFED BY A LIBRARIAN/ARCHIVIST WHO IS RESPONSIBLE FOR COLLECTION, MAINTENANCE AND DEVELOPMENT, AND REFERENCE/RESEARCH SERVICES IN THE FIELDS OF CALIFORNIA STUDIES AND CALIFORNIA AND LOCAL/REGIONAL HISTORY MATERIALS SUCH AS BOOKS AND JOURNALS (INCLUDING RARE AND ANTIQUARIAN MATERIALS), DIGITAL AND TAPED AUDIO AND VIDEO ORAL HISTORY, MICROFILMED NEWSPAPER COLLECTIONS, PHOTOGRAPHIC IMAGES, EPHEMERA, CLIPPING FILES, MAPS, AND MANUSCRIPT HOLDINGS. RESOURCES ARE AVAILABLE TO STUDENTS AND THE GENERAL PUBLIC FOR CLASS PROJECTS, INDEPENDENT RESEARCH, AND GENERAL INQUIRIES.

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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 $32,930

Program Service Revenue $0

Investment Income $102,697

Other Revenue $0

TOTAL REVENUE $135,627

Expense Breakdown

Grants Paid $0

Salaries & Benefits $43,364

Fundraising Expenses $0

Program Expenses $51,397

Other Expenses $20,127

TOTAL EXPENSES $63,491

Year-over-Year Comparison

	2023	2022	Change
Revenue	$135,627	$174,626	-0.2%
Expenses	$63,491	$77,600	-0.2%
Net Income	$72,136	$97,026	-0.3%

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

$292,740

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CECILIE A VAUGHTERS-JOHNSON	VICE PRESIDENT	2.0	Officer Director	$0	$0	$0
MARK HEALY	President (FHDA INSTRUCTOR)	2.0	Officer Director	$0	$0	$0
NOEMI TEPPANG	SECRETARY (FHDA COUNSELOR)	2.0	Officer Director	$0	$0	$0
PURBA FERNANDEZ	Treasurer (FHDA INSTRUCTOR)	2.0	Officer Director	$0	$0	$0
CAROLYN Wilkins Santos	DIRECTOR	2.0	Director	$0	$0	$0
DAVID HOWARD-PITNEY	Director (FHDA ADJUNCT INSTRUCTOR)	2.0	Director	$0	$0	$0
ELVIN RAMOS	DIRECTOR	2.0	Director	$0	$0	$0
RUBEN ABRICA	DIRECTOR	2.0	Director	$0	$0	$0
ULYSSES PICHON	DIRECTOR	2.0	Director	$0	$0	$0
LORI CLINCHARD	Program Director (FHDA INSTRUCTOR)	40.0	Officer	$222,607	$70,133	$292,740

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	$135,627	$63,491	$1,228,853	$72,136
2023	$174,626	$77,600	$1,157,885	$97,026
2022	$62,519	$73,553	$1,107,632	$-11,034
2021	$63,485	$94,442	$1,290,816	$-30,957
2020	$73,765	$86,568	$1,120,426	$-12,803
2019	$91,659	$241,587	$1,176,929	$-149,928
2018	$169,934	$252,449	$1,356,580	$-82,515

California History Center Foundation