Fresno City and County Historical Society (EIN 941531568) - 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

1947

Legal Domicile

Principal Officer

Elizabeth Laval

Phone

5594410862

Tax Period

2023-07-01 to 2024-06-30

Fresno City and County Historical Society, founded in 1947, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.7M in total revenue in fiscal year 2023. Revenue surged 802% from the prior year, signaling strong growth momentum. The organization ran a surplus of $763K, a strong 44% operating margin.

Mission

Accumulation, organization, presentation of historical material in Fresno. Preservation of historic structures and promotion of history publication.

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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 $1,620,506

Program Service Revenue $0

Investment Income $2,207

Other Revenue $112,310

TOTAL REVENUE $1,735,023

Expense Breakdown

Grants Paid $0

Salaries & Benefits $529,991

Fundraising Expenses $0

Other Expenses $441,536

TOTAL EXPENSES $971,527

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,735,023	$192,278	+8.0%
Expenses	$971,527	$207,394	+3.7%
Net Income	$763,496	$-15,116	-51.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Rodriguez	Vice Chair	1.00	Director	$0	$0	$0
Chris Woolf	Chairman	1.00	Director	$0	$0	$0
Rhonda Herb	Secretary	1.00	Director	$0	$0	$0
Gary Renner	Treasurer	1.00	Director	$0	$0	$0
Elizabeth Laval	President	40.00	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	$1,735,023	$971,527	$2,071,875	$763,496
2023	$1,090,169	$917,804	$1,288,432	$172,365
2023	$192,278	$207,394	$1,275,538	$-15,116
2022	$592,110	$548,983	$1,122,542	$43,127
2021	$350,752	$321,035	$1,077,416	$29,717
2020	$411,239	$441,279	$1,057,673	$-30,040
2019	$233,238	$276,283	$1,086,204	$-43,045

Fresno City and County Historical Society