ELK GROVE HISTORICAL SOCIETY

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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

1976

Legal Domicile

Principal Officer

JEANETTE LAWSON

Phone

9166858115

Tax Period

2025-01-01 to 2025-12-31

ELK GROVE HISTORICAL SOCIETY, founded in 1976, is a small nonprofit that reported $212K in total revenue in fiscal year 2025. Revenue surged 112% from the prior year, signaling strong growth momentum. The organization ran a surplus of $130K, a strong 61% operating margin.

Mission

PRESERVATION OF HISTORICAL BUILDINGS

Program Service Accomplishments

Program 1

Expenses: $50,131

GENERAL PRESERVATION OF HISTORICAL BUILDING IN THE ELK GROVE AREA.

Program 2

Expenses: $3,295

RHOADS SCHOOL PROGRAM WHICH CONDUCTS CLASS IN AN 1880 ONE ROOM SCHOOLHOUSE. APPROXIMATELY 60 DAYS OF SCHOOL ARE CONDUCTED YEARLY. AREA 3RD/ 4TH GRADE STUDENTS ATTEND THE ONE DAY SCHOOL SESSION.

Program 3

Expenses: $533

OPERATE THE ELK GROVE HISTORICAL MUSEUM WHICH IS OPEN TO THE PUBLIC FREE OF CHARGE

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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 $83,986

Program Service Revenue $1,628

Investment Income $3,383

Other Revenue $123,382

TOTAL REVENUE $212,379

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $14,182

Program Expenses $53,959

Other Expenses $82,329

TOTAL EXPENSES $82,329

Year-over-Year Comparison

	2025	2024	Change
Revenue	$212,379	$100,353	+1.1%
Expenses	$82,329	$59,596	+0.4%
Net Income	$130,050	$40,757	+2.2%

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

Governance

Voting Members

Independent Members

N/A

Employees

N/A

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
BRET BARTHOLOMEW	President	10.00	Officer	$0	$0	$0
BARBARA CLAIRE	2ND VP	10.00	Officer	$0	$0	$0
MICHAEL VARGAS	Vice President	10.00	Officer	$0	$0	$0
JEANETTE LAWSON	Treasurer	10.00	Officer	$0	$0	$0
PAM PHELPS	RECORDING SEC	10.00	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	$212,379	$82,329	$910,314	$130,050
2024	$100,353	$59,596	$780,264	$40,757
2024	$90,345	$59,596	$780,264	$30,749
2023	$102,330	$44,042	$748,015	$58,288
2022	$92,724	$58,677	$689,727	$34,047
2021	$98,983	$217,352	$655,680	$-118,369
2020	$80,369	$37,478	$774,049	$42,891
2019	$74,486	$168,867	$731,158	$-94,381
2018	$682,407	$60,317	$816,600	$622,090