CORONADO HISTORICAL ASSOCIATION INCORPORATED (EIN 953872442) - 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

1969

Legal Domicile

Principal Officer

CHRISTINE HOFFMAN

Phone

6194357242

Tax Period

2024-07-01 to 2025-06-30

CORONADO HISTORICAL ASSOCIATION INCORPORATED, founded in 1969, is a small nonprofit in the Arts, Culture & Humanities sector that reported $842K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Net assets of $5.7M represent 82 months of operating reserves.

Mission

The Coronado Historical Association's stewardship of Coroando's past creates an increasingly vibrant, engaged, and resilient community. CHA advances learning and stewardship in all through exhibitions, public programs, and research and artifact collections.

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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 $579,571

Program Service Revenue $92,178

Investment Income $85,128

Other Revenue $84,949

TOTAL REVENUE $841,826

Expense Breakdown

Grants Paid $0

Salaries & Benefits $306,680

Fundraising Expenses $32,723

Program Expenses $821,363

Other Expenses $599,264

TOTAL EXPENSES $905,944

Year-over-Year Comparison

	2024	2023	Change
Revenue	$841,826	$717,535	+0.2%
Expenses	$905,944	$868,718	+0.0%
Net Income	$-64,118	$-151,183	-0.6%

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

Employees

Volunteers

250

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

$81,205

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINE HOFFMAN	Executive Dir.	40.00	Officer	$69,734	$11,471	$81,205
CHRISTINE KEYES	Treasurer	4.00	Officer Director	$0	$0	$0
BETH FLEMING	Director	2.00	Director	$0	$0	$0
SALLY PERLEY	Director	2.00	Director	$0	$0	$0
ANNE WILCOXON	Director	2.00	Director	$0	$0	$0
MEREDITH HEINECKE	Director	2.00	Director	$0	$0	$0
JON MASSIE	Director	2.00	Director	$0	$0	$0
JOSH PETERS	Director	2.00	Director	$0	$0	$0
JENNA MCINTOSH	President	2.00	Officer Director	$0	$0	$0
CAROLINE MURRAY	Director	2.00	Director	$0	$0	$0
KELLY BRAUN	Secretary	2.00	Officer Director	$0	$0	$0
ROBIN SIARA	Vice President	2.00	Officer Director	$0	$0	$0
EMILY TALBERT	Director	2.00	Director	$0	$0	$0
CLYDE VAN ARSDALL III	Director	2.00	Director	$0	$0	$0
MARGARITA RHODES	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	$841,826	$905,944	$8,550,670	$-64,118
2024	$717,535	$868,718	$8,506,201	$-151,183
2023	$739,127	$886,339	$8,618,527	$-147,212
2022	$5,372,251	$792,878	$8,350,650	$4,579,373
2022	$5,372,251	$792,878	$8,350,650	$4,579,373
2021	$534,819	$694,222	$1,750,564	$-159,403
2020	$659,654	$713,973	$1,567,035	$-54,319
2019	$692,260	$993,449	$1,586,685	$-301,189
2018	$921,582	$1,190,406	$1,920,570	$-268,824

CORONADO HISTORICAL ASSOCIATION INCORPORATED