STOCKTON, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)SAN JOAQUIN PIONEER & HISTORICAL SOCIETY, founded in 1928, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $945K, a strong 34% operating margin.
THE MISSION OF THE MUSEUM IS TO INSPIRE PRESENT AND FUTURE GENERATIONS TO APPRECIATE THE FINE ARTS AND REGIONAL HISTORY BY ENGAGING OUR VISITORS' CREATIVE, SOCIAL, AND LEARNING INTERESTS THROUGH EXHIBITIONS, PROGRAMS, AND EVENTS. THIS IS ACHIEVED BY ACQUISITIONS FOR ITS COLLECTION AND THROUGH PRESERVATION, DOCUMENTATION, INTERPRETATION AND PRESENTATION OF ITS CORE COLLECTION IN ACCORDANCE WITH BEST PRACTICES AS ESTABLISHED BY THE AMERICAN ALLIANCE OF MUSEUMS. THE MUSEUM STRIVES, THROUGH ITS EDUCATIONAL PROGRAMS, PUBLICATIONS AND EXHIBITS, TO PROVIDE ACCESS TO ART AND HISTORY TO THE WIDEST POSSIBLE AUDIENCE. THE MUSEUM ALSO HOSTS TEMPORARY, TRAVELING EXHIBITS, WHICH ARE IN ACCORDANCE WITH ITS MISSION.
OPERATION AND MAINTENANCE OF THE HAGGIN MUSEUM AND RELATED FUNCTIONS CONSTITUTED THE MOST SIGNIFICANT PROGRAM SERVICE ACCOMPLISHMENT. APPROXIMATELY 16,000 PEOPLE VISITED THE MUSEUM DURING 2024.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $2,786,855 | $2,275,595 | +0.2% |
| Expenses | $1,841,478 | $1,706,471 | +0.1% |
| Net Income | $945,377 | $569,124 | +0.7% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| KLOCKE MIKE | BOARD CHAIR | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| HENDERSON GERRY | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| BODDINGTON SHANE | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| CASTELLANOS STEPHAN | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| HART KATHLEEN | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| OBERT SUSAN | CEO | 40.00 |
Director
|
$149,417 | $0 | $149,417 |
| FONTANILLA LESLEY | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| SOULSBY KEVIN | TREASURER | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| BARTH-FEIST DIANE | SECRETARY | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| MCKINLEY JOHN | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| ZUCKERMAN ED | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| MCCLURE DICK | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| BOTT ANTHONY | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| ORNELAS CAROL J | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| SEM REBECCA | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| WOLFE MARIKA | VICE CHAIR | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| SCHENONE SHARON | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| DIALLO JEFFREY | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | $2,786,855 | $1,841,478 | $25,570,655 | $945,377 |
| 2023 | $2,275,595 | $1,706,471 | $23,843,750 | $569,124 |
| 2022 | $1,234,876 | $1,611,315 | $21,797,653 | $-376,439 |
| 2021 | $1,483,946 | $1,350,105 | $25,312,580 | $133,841 |
| 2020 | $3,132,392 | $1,459,672 | $24,583,162 | $1,672,720 |
| 2019 | $1,402,213 | $1,652,824 | $22,709,188 | $-250,611 |
| 2018 | $4,482,462 | $1,555,643 | $20,889,099 | $2,926,819 |
Compare SAN JOAQUIN PIONEER & HISTORICAL SOCIETY with other nonprofits in California and across the country.