CUPERTINO HISTORICAL SOCIETY INC (EIN 942694547) - 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

1981

Legal Domicile

Phone

4082579152

Tax Period

2023-07-01 to 2024-06-30

CUPERTINO HISTORICAL SOCIETY INC, founded in 1981, is a small nonprofit that reported $160K in total revenue in fiscal year 2023. The organization ran a surplus of $24K, a strong 15% operating margin.

Mission

THE CUPERTINO HISTORICAL SOCIETY AND MUSEUM (CHS&M) PERSERVES AND ILLUMINATES CUPERTINO'S PAST TO INSPIRE OUR YOUTH, STRENGTHEN THE SENSE OF COMMUNITY, AND SHAPE A BETTER FUTURE BY MAKING CUPERTINO HISTORY RELEVANT AND AVAILABLE TO ALL.

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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 $64,197

Program Service Revenue $20,384

Investment Income $75,057

Other Revenue $369

TOTAL REVENUE $160,007

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,421

Fundraising Expenses $0

Program Expenses $52,646

Other Expenses $74,109

TOTAL EXPENSES $135,530

Year-over-Year Comparison

	2023	2022	Change
Revenue	$160,007	$163,293	0.0%
Expenses	$135,530	$93,118	+0.5%
Net Income	$24,477	$70,175	-0.7%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VALERIE ABID	Secretary	6.00	Director	$0	$0	$0
MICHAEL FOULKES	President	20.00	Director	$0	$0	$0
BRUCE PARSONS	Treasurer	20.00	Director	$0	$0	$0
CLAUDIO BONO	Vice President	6.00	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	No data	No data	No data	No data
2024	$160,007	$135,530	$593,675	$24,477
2023	$163,293	$93,118	$599,448	$70,175
2022	$23,719	$107,332	$529,273	$-83,613
2021	$196,721	$90,485	$612,886	$106,236
2020	$57,916	$93,294	$506,650	$-35,378
2019	$94,930	$95,653	$542,028	$-723

CUPERTINO HISTORICAL SOCIETY INC