KERN RIVER VALLEY HISTORICAL SOCIETY

EIN: 953702689 501(c)(3)

KERNVILLE, CA

Total Revenue
$111,487
Total Expenses
$90,981
Total Assets
$677,445
Net Assets
$677,445
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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
1991
Legal Domicile
CA
Phone
7603766683
Tax Period
2025-01-01 to 2025-12-31

KERN RIVER VALLEY HISTORICAL SOCIETY, founded in 1991, is a small nonprofit that reported $111K in total revenue in fiscal year 2025. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $21K, a strong 18% operating margin.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $111,479
Program Service Revenue $0
Investment Income $8
Other Revenue $0
TOTAL REVENUE $111,487

Expense Breakdown

Grants Paid $6,400
Salaries & Benefits $0
Fundraising Expenses $1,281
Program Expenses $87,491
Other Expenses $84,581
TOTAL EXPENSES $90,981

Year-over-Year Comparison

2025 2024 Change
Revenue $111,487 $125,136 -0.1%
Expenses $90,981 $116,125 -0.2%
Net Income $20,506 $9,011 +1.3%
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

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Governance

Voting Members
19
Independent Members
N/A
Employees
N/A
Volunteers
60

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
7
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHARLANN GREGORY CURATOR 0.00
Director
$0 $0 $0
GENE VERBEET ASST ARCHIVIST AND FINANCE CHAIR 0.00
Director
$0 $0 $0
CHIG FOLEY HISTORIAN FIELD TRIPS 0.00
Director
$0 $0 $0
MELODY BATELAAN MEMBERSHIP CHAIRMAN 0.00
Director
$0 $0 $0
HAL CHIPRIN DIRECTOR PROGRAMS 0.00
Director
$0 $0 $0
JOANNE JOHNSON DIRECTOR GIFT SHOP 0.00
Director
$0 $0 $0
DON CHAPMAN DIRECTOR 0.00
Director
$0 $0 $0
DOUG SCHANZENBACH DIRECTOR INSURANCE 0.00
Director
$0 $0 $0
NOREEN BERNIER SOCIAL CHAIR 0.00
Director
$0 $0 $0
MICHAEL BATELAAN MEDIA CHAIR 0.00
Director
$0 $0 $0
HARRY SCHUSTZ DIRECTOR TECH CHAIR 0.00
Director
$0 $0 $0
MARJI BOTHWELL DOCENT CHAIR 0.00
Director
$0 $0 $0
JOHN NEWMAN PRESIDENT 0.00
Officer
$0 $0 $0
RON BENSON VP MUSEUM 0.00
Officer
$0 $0 $0
RICK HUBACH VP EDUCATION 0.00
Officer
$0 $0 $0
DONNA HIGGINS TREASURER 0.00
Officer
$0 $0 $0
MIKE LAMBRITH SECRETARY 0.00
Officer
$0 $0 $0
KATHLEEN CREIGHTON FUCHS CORRESP SECRETARY 0.00
Officer
$0 $0 $0
LINDA KUBISIAK PAST PRESIDENT 0.00
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 $111,487 $90,981 $677,445 $20,506
2024 $125,136 $116,125 $656,939 $9,011
2023 $93,362 $115,811 $647,928 $-22,449
2022 $80,607 $120,546 $670,377 $-39,939
2021 $49,554 $32,586 $710,316 $16,968
2020 $32,571 $81,536 $690,935 $-48,965
2019 $83,154 $58,453 $739,900 $24,701
2018 $90,073 $58,387 $715,199 $31,686
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