MARTINEZ HISTORICAL SOCIETY

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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

1975

Legal Domicile

Principal Officer

JULIE WILDE

Phone

9252288160

Tax Period

2023-01-01 to 2023-12-31

MARTINEZ HISTORICAL SOCIETY, founded in 1975, is a micro nonprofit that reported $42K in total revenue in fiscal year 2023. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $36K left a modest 14% surplus.

Mission

THE MARTINEZ HISTORICAL SOCIETY COLLECTS, PRESERVES AND MAINTAINS LOCAL MARTINEZ HISTORY THRU HISTORICAL MUSUEM COLLECTIONS AND LIBRARY, EXHIBITS, AND EDUCATIONAL PROGRAMS.

Program Service Accomplishments

Program 1

Expenses: $17,444

MAINTENANCE OF MUSEUM,ARTIFACTS, AND COMPREHENSIVE COUNTY LIBRARY.

Program 2

Expenses: $7,768

EDUCATION OF THE COMMUNITY THRU PLACEMENT OF HISTORIC MARKERS, GUIDED WALKING TOURS OF HISTORIC MARTINEZ, BOOK PUBLICATIONS AND SPONSORSHIP OF HISTORY WORKSHOPS. THE SOCIETY ALSO HAS THE ORAL HISTORY PROJECT, WHICH INTERVIEWS LOCALS ON THEIR MEMORIES OF THE GROWTH OF THE CITY OF MARTINEZ.

Program 3

Expenses: $3,803

MAINTENACE OF HISTORIC 1901 BARNEY & SMITH PASSENGER RAIL CAR

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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 $39,358

Program Service Revenue $9,380

Investment Income $1,116

Other Revenue $-8,022

TOTAL REVENUE $41,832

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,015

Other Expenses $36,092

TOTAL EXPENSES $36,092

Year-over-Year Comparison

	2023	2022	Change
Revenue	$41,832	$52,362	-0.2%
Expenses	$36,092	$24,585	+0.5%
Net Income	$5,740	$27,777	-0.8%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN CURTIS	DIR EMERITUS	6.00	Officer Director	$0	$0	$0
JAY HOWARD	Director	0.00	Officer Director	$0	$0	$0
PAUL KRAINTZ	V.P. MEMBR	4.00	Officer Director	$0	$0	$0
KEVIN MURRAY	Director	0.00	Officer Director	$0	$0	$0
KATHIE O'CONNELL	Director	4.00	Officer Director	$0	$0	$0
KATHY BRAUN	1ST V-PRES	6.00	Director	$0	$0	$0
JULIE WILDE	Treasurer	0.00	Officer Director	$0	$0	$0
KATHY YATES	Director	4.00	Director	$0	$0	$0
MARIS VON BEHREN	DIR. EMERITUS	1.00	Director	$0	$0	$0
WILMA TELFER	Director	4.00	Officer Director	$0	$0	$0
BARBARA CHAMBERS	Secretary	4.00	Officer Director	$0	$0	$0
MARY GOODMAN	Director	4.00	Director	$0	$0	$0
TIM FARLEY	Director	4.00	Director	$0	$0	$0
ANDREA BLACHMAN NON-VOTING	MUSEUM DIRECTOR (VOLUNTEER)	20.00		$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
2024	No data	No data	No data	No data
2023	$41,832	$36,092	$1,435,773	$5,740
2022	$52,362	$24,585	$1,430,033	$27,777
2021	$35,111	$26,886	$1,402,229	$8,225
2020	$43,354	$25,597	$1,393,996	$17,757
2019	$41,674	$31,889	$1,376,239	$9,785
2018	$63,683	$87,309	$1,366,454	$-23,626