Napa County Historical Society (EIN 942690901) - 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

1948

Legal Domicile

Principal Officer

Kaitlyn Scott Moxon

Phone

4152357900

Tax Period

2024-06-01 to 2025-05-31

Napa County Historical Society, founded in 1948, is a small nonprofit in the Arts, Culture & Humanities sector that reported $210K in total revenue in fiscal year 2024. Expenses of $253K exceeded revenue, resulting in a 20% operating deficit.

Mission

The Napa County Historical Society is an Educational organization dedicated to the discovery preservation and presentation of the people and history of the Napa County and its place in California 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 $104,151

Program Service Revenue $29,381

Investment Income $10

Other Revenue $76,153

TOTAL REVENUE $209,695

Expense Breakdown

Grants Paid $0

Salaries & Benefits $143,597

Fundraising Expenses $0

Program Expenses $166,479

Other Expenses $109,085

TOTAL EXPENSES $252,682

Year-over-Year Comparison

	2024	2023	Change
Revenue	$209,695	$217,853	0.0%
Expenses	$252,682	$227,045	+0.1%
Net Income	$-42,987	$-9,192	+3.7%

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

Volunteers

N/A

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

$80,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kaitlyn Scott Moxon	Executive Dir	43.00	Key Emp Highest	$80,000	$0	$80,000
Kelly Wallace	Vice President	1.00	Officer Director	$0	$0	$0
Hannah Housley	Director	1.00	Director	$0	$0	$0
Liz Alessio	Director	1.00	Director	$0	$0	$0
Scott Sedgely	Director	1.00	Director	$0	$0	$0
Gordon Huether	Director	1.00	Director	$0	$0	$0
Sandy Sims	Secretary	1.00	Officer Director	$0	$0	$0
Monica Hunter	Director	1.00	Director	$0	$0	$0
Tom Fuller	Director	1.00	Director	$0	$0	$0
Brad Wagenknect	President	1.00	Officer Director	$0	$0	$0
Don Winter	Director	1.00	Director	$0	$0	$0
Margaret Wong	Director	1.00	Director	$0	$0	$0
Shannon Kuleto	Director	1.00	Director	$0	$0	$0
Kim Hester Williams	Director	1.00	Director	$0	$0	$0
John McCormick	Director	1.00	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
2025	$209,695	$252,682	$814,932	$-42,987
2024	$217,853	$227,045	$1,203,727	$-9,192
2023	$196,181	$228,443	$717,410	$-32,262
2022	$162,625	$180,719	$764,572	$-18,094
2021	$124,418	$161,235	$754,747	$-36,817
2020	$264,948	$291,397	$683,024	$-26,449
2019	$89,613	$116,566	$641,733	$-26,953

Napa County Historical Society