MANTECA HISTORICAL SOCIETY (EIN 951042503) - 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

1990

Legal Domicile

Phone

2098253021

Tax Period

2024-01-01 to 2024-12-31

MANTECA HISTORICAL SOCIETY, founded in 1990, is a micro nonprofit in the Unknown sector that reported $62K in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $23K, a strong 37% operating margin.

Mission

Community Historical Education

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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 $32,712

Program Service Revenue $0

Investment Income $29,821

Other Revenue $-764

TOTAL REVENUE $61,769

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,818

Program Expenses $31,370

Other Expenses $38,648

TOTAL EXPENSES $38,648

Year-over-Year Comparison

	2024	2023	Change
Revenue	$61,769	$45,644	+0.4%
Expenses	$38,648	$38,858	0.0%
Net Income	$23,121	$6,786	+2.4%

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
Leon Sucht	Parliamentarian	1.00	Director	$0	$0	$0
Ellen Paradiso	Director	1.00	Director	$0	$0	$0
James Moore	Sgt-at-Arms	1.00	Director	$0	$0	$0
Mary Gomes Del Pino	Director	1.00	Director	$0	$0	$0
Guivia Uchida	Director	1.00	Director	$0	$0	$0
Eric Culpepper	Director	1.00	Director	$0	$0	$0
Artemis Vourakis	Treasurer	2.00	Officer	$0	$0	$0
Jackie Smith	Secretary	1.00	Officer	$0	$0	$0
Victoria Miller	Vice President	2.00	Officer	$0	$0	$0
David Netouse	President	2.00	Officer	$0	$0	$0
Beverly Sommerfeld	Current Treas.	1.00	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
2024	$61,769	$38,648	$1,047,971	$23,121
2023	$45,644	$38,858	$1,025,085	$6,786
2022	$48,228	$35,628	$1,018,064	$12,600
2021	$63,449	$35,132	$1,005,413	$28,317
2020	$44,658	$44,612	$977,096	$46
2019	$83,266	$37,182	$977,050	$46,084
2018	$54,432	$49,558	$932,740	$4,874

MANTECA HISTORICAL SOCIETY