MERCED COUNTY HISTORICAL SOCIETY (EIN 942568302) - 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

1962

Legal Domicile

Principal Officer

KENT ROBERTS

Phone

2097232401

Tax Period

2024-01-01 to 2024-12-31

MERCED COUNTY HISTORICAL SOCIETY, founded in 1962, is a small nonprofit in the Arts, Culture & Humanities sector that reported $560K in total revenue in fiscal year 2024. Revenue surged 153% from the prior year, signaling strong growth momentum. The organization ran a surplus of $321K, a strong 57% operating margin.

Mission

THE SOCIETY SECURES FUNDS BY MEANS OF MEMBERSHIP DUES, MEMORIALS, AND DONATIONS TO MAINTAIN THE MUSEUM, COLLECT, PRESERVE, RESEARCH, AND INTERPRET HISTORICAL RECORDS AND ARTIFACTS. THE SOCIETY ALSO PROVIDES EDUCATIONAL PROGRAMS AND CULTURAL RESOURCE MANAGEMENT TO ENCOURAGE THE UNDERSTANDING OF MERCED COUNTY'S NATURAL, ARCHAEOLOGICAL AND RECORDED 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $417,300

Program Service Revenue $0

Investment Income $81,417

Other Revenue $61,137

TOTAL REVENUE $559,854

Expense Breakdown

Grants Paid $0

Salaries & Benefits $105,728

Fundraising Expenses $0

Program Expenses $26,592

Other Expenses $133,047

TOTAL EXPENSES $238,775

Year-over-Year Comparison

	2024	2023	Change
Revenue	$559,854	$221,646	+1.5%
Expenses	$238,775	$123,872	+0.9%
Net Income	$321,079	$97,774	+2.3%

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

N/A

Employees

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
CHRIS TOMFORD	PRESIDENT	10.00	Director	$0	$0	$0
JOHN CARLOS	VICE PRESIDENT	10.00	Director	$0	$0	$0
PATTY KISHI	SECRETARY	10.00	Director	$0	$0	$0
GREY B ROBERTS	TREASURER	10.00	Director	$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	$559,854	$238,775	$3,335,655	$321,079
2023	$221,646	$123,872	$3,014,287	$97,774
2022	$171,333	$115,410	$2,916,445	$55,923
2021	$210,900	$108,845	$2,937,838	$102,055
2020	$113,731	$116,536	$2,783,150	$-2,805
2019	$145,827	$122,242	$2,771,697	$23,585
2018	$184,497	$131,070	$2,747,377	$53,427

MERCED COUNTY HISTORICAL SOCIETY