SACRAMENTO COUNTY HISTORICAL SOCIETY (EIN 942730477) - 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

1955

Legal Domicile

Phone

5302185438

Tax Period

2025-01-01 to 2025-12-31

SACRAMENTO COUNTY HISTORICAL SOCIETY, founded in 1955, is a small nonprofit that reported $201K in total revenue in fiscal year 2025. Revenue surged 187% from the prior year, signaling strong growth momentum. Expenses of $184K left a modest 9% surplus.

Mission

The mission of the Sacramento Historical Society is to preserve and promote the historical heritage of the Sacramento region; to educate and enlighten the public with regards to the importance of Sacramento's history and to promote a greater awareness of, and to act as a resource for, inquiries regarding Sacramento regional history. Our vision it to unite people to preserve and promote Sacramento's golden 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 (2025)

Revenue Breakdown

Contributions & Grants $122,273

Program Service Revenue $28,769

Investment Income $45,477

Other Revenue $4,959

TOTAL REVENUE $201,478

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $162,645

Fundraising Expenses $0

Program Expenses $127,639

Other Expenses $19,624

TOTAL EXPENSES $184,269

Year-over-Year Comparison

	2025	2024	Change
Revenue	$201,478	$70,233	+1.9%
Expenses	$184,269	$75,783	+1.4%
Net Income	$17,209	$-5,550	-4.1%

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

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

$96,220

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AUNDREA GIBSON	ADMINISTRATOR	40.00	Director	$46,000	$0	$46,000
CHRIS LANGO	VIDEOGRAPHER	30.00	Director	$32,715	$0	$32,715
CHERIE DIMMERLING	MARKETING	20.00	Director	$11,000	$0	$11,000
MARITZA LLORENS	RESEARCH ASST	2.00	Director	$3,081	$0	$3,081
ASHLYN FRAZIER	RESEARCH ASST	2.00	Director	$2,310	$0	$2,310
CORNELIUS ROBERTSON	DATABASE ASSIST	2.00	Director	$1,114	$0	$1,114
SANDRA BAUER	BOARD MEMBER	0.00	Director	$0	$0	$0
MIKE CATTUZZO	BOARD MEMBER	0.00	Director	$0	$0	$0
HELENA CHUNG	BOARD MEMBER	0.00	Director	$0	$0	$0
STEVE BECK	BOARD MEMBER	0.00	Director	$0	$0	$0
ALBERT GARCIA	BOARD MEMBER	0.00	Director	$0	$0	$0
PAUL HELMAN	BOARD MEMBER	0.00	Director	$0	$0	$0
CAROL KELLER	BOARD MEMBER	0.00	Director	$0	$0	$0
JOSEPH PICK	BOARD MEMBER	0.00	Director	$0	$0	$0
HOLLY PISCOPO	BOARD MEMBER	0.00	Director	$0	$0	$0
DAVID SCHARLACH	BOARD MEMBER	0.00	Director	$0	$0	$0
DANIEL SEBBY	BOARD MEMBER	0.00	Director	$0	$0	$0
CHRIS SHANNON	BOARD MEMBER	0.00	Director	$0	$0	$0
TY SMITH	BOARD MEMBER	0.00	Director	$0	$0	$0
CHUCK SPINKS	BOARD MEMBER	0.00	Director	$0	$0	$0
JAN STEFANKI	BOARD MEMBER	0.00	Director	$0	$0	$0
ROBYN SUTTER	BOARD MEMBER	0.00	Director	$0	$0	$0
ERIC SWEIGERT	BOARD MEMBER	0.00	Director	$0	$0	$0
PAUL ULBRICH	BOARD MEMBER	0.00	Director	$0	$0	$0
NATHAN TAYLOR	BOARD MEMBER	0.00	Director	$0	$0	$0
ALFRED BROWN SR	BOARD MEMBER	0.00	Director	$0	$0	$0
TROY CROWDER	BOARD MEMBER	0.00	Director	$0	$0	$0
STUART GRAYBILL	BOARD MEMBER	0.00	Director	$0	$0	$0
JOHN KETELSEN	BOARD MEMBER	0.00	Director	$0	$0	$0
STEPHANIE TAYLOR	BOARD MEMBER	0.00	Director	$0	$0	$0
LUKE WOOD	BOARD MEMBER	0.00	Director	$0	$0	$0
WALTER WHITE	President	0.00	Officer	$0	$0	$0
DELTA PICK MELLO	VP Secretary	0.00	Officer	$0	$0	$0
GREGG LUKENBILL	VP Treasurer	0.00	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
2025	$201,478	$184,269	$519,394	$17,209
2024	No data	No data	No data	No data
2023	$1,004,810	$550,002	$534,684	$454,808

SACRAMENTO COUNTY HISTORICAL SOCIETY