CALIFORNIA FED OF MINERALOGICAL SOCIETIES (EIN 952504939) - 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

1946

Legal Domicile

Principal Officer

MARCIA GOETZ

Phone

9098745664

Tax Period

2024-01-01 to 2024-12-31

CALIFORNIA FED OF MINERALOGICAL SOCIETIES, founded in 1946, is a small nonprofit in the Science & Technology sector that reported $130K in total revenue in fiscal year 2024. The organization ran a surplus of $31K, a strong 24% operating margin.

Mission

PROMOTE THE EARTH SCIENCES AND LAPIDARY ARTS.

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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 $4,303

Program Service Revenue $84,806

Investment Income $40,360

Other Revenue $208

TOTAL REVENUE $129,677

Expense Breakdown

Grants Paid $6,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $86,123

Other Expenses $92,611

TOTAL EXPENSES $98,611

Year-over-Year Comparison

	2024	2023	Change
Revenue	$129,677	$129,611	+0.0%
Expenses	$98,611	$108,924	-0.1%
Net Income	$31,066	$20,687	+0.5%

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

110

Independent Members

110

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
SUSAN CHAISSON-WALBLOM	1ST VICE PRE	4.00	Officer Director	$0	$0	$0
DIANE COOK	2ND VICE PRE	4.00	Officer Director	$0	$0	$0
MARCIA GOETZ	PRESIDENT	4.00	Officer Director	$0	$0	$0
MITCHELL FRANK VAN HECKE	SECRETARY	4.00	Officer Director	$0	$0	$0
PATRICIA LARUE	EXEC SEC/TRE	10.00	Officer Director	$0	$0	$0
ROBERT PAPAC	TREASURER	4.00	Officer 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
2024	$129,677	$98,611	$1,100,881	$31,066
2023	$129,611	$108,924	$1,071,102	$20,687
2022	$93,623	$77,023	$1,054,817	$16,600
2021	$68,287	$70,971	$1,050,855	$-2,684
2020	$47,769	$30,613	$1,057,122	$17,156
2019	$127,558	$95,900	$1,046,218	$31,658
2018	$162,364	$96,403	$1,015,459	$65,961

CALIFORNIA FED OF MINERALOGICAL SOCIETIES