Lodi, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)San Joaquin County Historical Society, founded in 1963, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2022. Revenue grew 14% year-over-year, indicating healthy expansion. Net assets of $5.0M represent 49 months of operating reserves.
The San Joaquin County Historical Society & Museum engages and inspires people and communities by preserving and showcasing the agricultural innovation, ingenuity, and diverse histories of our county.
The society undertakes programs and activities, including ,museum operations, to provide for the collection, preservation and interpretation of the history of San Joaquin County and the surrounding...
The society undertakes programs and activities, including ,museum operations, to provide for the collection, preservation and interpretation of the history of San Joaquin County and the surrounding area.
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)| 2022 | 2021 | Change | |
|---|---|---|---|
| Revenue | $1,235,943 | $1,084,036 | +0.1% |
| Expenses | $1,213,198 | $1,108,908 | +0.1% |
| Net Income | $22,745 | $-24,872 | -1.9% |
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 |
|---|---|---|---|---|---|---|
| Phillip Merlo | Executive Dir. | 40.00 |
Director
|
$70,002 | $52,370 | $122,372 |
| Robert Ferguson | President | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| Linda Derivi | Vice President | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| Bonner Mendez | Secretary | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| David Silva | Treasurer | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| Gary Christopherson | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Jay Colombini | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Dillon Delvo | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Sue de Polo | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Val Acoba | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Tim Hachman | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Sue Huffman | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Phillip Johnson | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Michael Machado | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Gillian Murphy | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Andy Pinasco | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Annette Sanchez | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Thomas Shephard Sr | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Brett Baker | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| William Jeffrey | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Brett Diede | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Juan Barosso | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Mary-Elizabeth Eberhardt | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | No data | No data | No data | No data |
| 2023 | $1,235,943 | $1,213,198 | $5,180,870 | $22,745 |
| 2022 | $1,084,036 | $1,108,908 | $5,019,409 | $-24,872 |
| 2021 | $1,630,312 | $817,161 | $5,690,407 | $813,151 |
| 2020 | $759,509 | $950,868 | $4,527,014 | $-191,359 |
| 2019 | $1,333,264 | $886,648 | $4,726,430 | $446,616 |
| 2018 | $979,963 | $1,012,004 | $4,231,835 | $-32,041 |
Compare San Joaquin County Historical Society with other nonprofits in California and across the country.