SHAFTER HISTORICAL SOCIETY (EIN 953445097) - 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

1980

Legal Domicile

Principal Officer

STANLEY WILSON

Phone

6617464423

Tax Period

2024-10-01 to 2025-09-30

SHAFTER HISTORICAL SOCIETY, founded in 1980, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $33K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $46K exceeded revenue, resulting in a 39% operating deficit.

Mission

TO PROMOTE AN INTEREST IN HISTORY, TO RESEARCH AND COMPILE LOCAL HISTORICAL DATA, TO ACQUIRE, PRESERVE AND EXHIBIT ARTIFACTS AND BUILDINGS OF HISTORICAL SIGNIFICANCE TO THE COMMUNITY.

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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 $28,287

Program Service Revenue $230

Investment Income $4,174

Other Revenue $417

TOTAL REVENUE $33,108

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,530

Fundraising Expenses $0

Program Expenses $43,835

Other Expenses $26,596

TOTAL EXPENSES $46,126

Year-over-Year Comparison

	2024	2023	Change
Revenue	$33,108	$55,607	-0.4%
Expenses	$46,126	$52,239	-0.1%
Net Income	$-13,018	$3,368	-4.9%

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

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
ROGER STRADER	President	3.00	Officer Director	$0	$0	$0
STAN VOTH	Vice President	2.00	Officer Director	$0	$0	$0
STANLEY WILSON	Treasurer	6.00	Officer Director	$0	$0	$0
MARTY MAYNARD	Secretary	2.00	Officer Director	$0	$0	$0
ROY SHAFNER	Director	1.00	Director	$0	$0	$0
TIM UNRUH	Director	1.00	Director	$0	$0	$0
DWAYNE ARMSTRONG	Director	2.00	Director	$0	$0	$0
DOLLY HIE	Director	1.00	Director	$0	$0	$0
BARBARA GLADDEN	Director	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	$33,108	$46,126	$793,381	$-13,018
2024	$55,607	$52,239	$807,050	$3,368
2023	$28,145	$49,720	$808,321	$-21,575
2022	$18,046	$49,519	$829,690	$-31,473
2021	$31,734	$23,172	$861,533	$8,562
2020	$24,918	$19,880	$852,502	$5,038

SHAFTER HISTORICAL SOCIETY