OJAI VALLEY HISTORICAL SOCIETY AND MUSEUM (EIN 952478853) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

BRIAN AIKENS

Phone

8056401390

Tax Period

2023-07-01 to 2024-06-30

OJAI VALLEY HISTORICAL SOCIETY AND MUSEUM, founded in 1966, is a small nonprofit that reported $342K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $322K left a modest 6% surplus.

Mission

THE MUSEUM PROVIDES ART AND HISTORY EXHIBITS TO THE PUBLIC.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $256,438

Program Service Revenue $29,540

Investment Income $2,814

Other Revenue $53,195

TOTAL REVENUE $341,987

Expense Breakdown

Grants Paid $0

Salaries & Benefits $154,258

Fundraising Expenses $0

Program Expenses $218,903

Other Expenses $167,785

TOTAL EXPENSES $322,043

Year-over-Year Comparison

	2023	2022	Change
Revenue	$341,987	$284,452	+0.2%
Expenses	$322,043	$324,136	0.0%
Net Income	$19,944	$-39,684	-1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER NOXON	Trustee	2.00	Director	$0	$0	$0
BILL WEIRICK	Treasurer	2.00	Officer Director	$0	$0	$0
LINDA HARMON	Trustee	2.00	Officer Director	$0	$0	$0
JENNIFER JORDAN DAY	CO-PRESIDENT	2.00	Director	$0	$0	$0
KEVIN DAVIS	Trustee	2.00	Director	$0	$0	$0
JULIE TUMAMAIT STENSLIE	Trustee	2.00	Director	$0	$0	$0
BRIAN AIKENS	Treasurer	2.00	Officer Director	$0	$0	$0
DAN SCHULTZ	Trustee	2.00	Director	$0	$0	$0
CARLY FORD	Secretary	2.00	Officer Director	$0	$0	$0
KENDRA YOES	CO-PRESIDENT	2.00	Director	$0	$0	$0
JOYCE ROBINSON	Trustee	2.00	Director	$0	$0	$0
RICHARD MORGAN	Trustee	2.00	Director	$0	$0	$0
SEVERO LARA	Trustee	2.00	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	$341,987	$322,043	$923,293	$19,944
2023	$284,452	$324,136	$907,995	$-39,684
2022	$282,115	$292,340	$955,394	$-10,225
2021	$204,727	$220,626	$1,001,242	$-15,899
2020	$212,427	$214,180	$1,015,929	$-1,753
2019	$252,525	$195,444	$1,030,059	$57,081
2018	$246,239	$225,393	$990,378	$20,846

OJAI VALLEY HISTORICAL SOCIETY AND MUSEUM