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.
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.