MORGAN HILL HISTORICAL SOCIETY

EIN: 942562450 501(c)(3)

MORGAN HILL, CA

Total Revenue
$72,473
Total Expenses
$42,799
Total Assets
$1,411,570
Net Assets
$1,390,060
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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
1971
Legal Domicile
CA
Principal Officer
RODGER KNOPF
Phone
4087795755
Tax Period
2024-01-01 to 2024-12-31

MORGAN HILL HISTORICAL SOCIETY, founded in 1971, is a micro nonprofit that reported $72K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $30K, a strong 41% operating margin.

Mission

MAINTAIN LOCAL HISTORY

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $121,745
Program Service Revenue $0
Investment Income $114
Other Revenue $-49,386
TOTAL REVENUE $72,473

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $42,799
Other Expenses $42,799
TOTAL EXPENSES $42,799

Year-over-Year Comparison

2024 2023 Change
Revenue $72,473 $78,803 -0.1%
Expenses $42,799 $53,166 -0.2%
Net Income $29,674 $25,637 +0.2%
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

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Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
85

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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RODGER KNOPF President 3.00
Officer
$0 $0 $0
MARGO HINNENKAMP SECRETARY 3.00
Officer
$0 $0 $0
DANA HABERLAND TREASURER 3.00
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
2024 $72,473 $42,799 $1,411,570 $29,674
2023 $78,803 $53,166 $1,383,369 $25,637
2022 $63,514 $66,196 $1,356,015 $-2,682
2021 $43,878 $48,305 $1,362,503 $-4,427
2020 $62,641 $64,231 $1,364,644 $-1,590
2019 $147,445 $31,910 $1,808,077 $115,535
2018 $265,818 $27,694 $1,691,553 $238,124
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