GLENDORA HISTORICAL SOCIETY (EIN 954182070) - 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

1989

Legal Domicile

Phone

6269630419

Tax Period

2024-07-01 to 2025-06-30

GLENDORA HISTORICAL SOCIETY, founded in 1989, is a small nonprofit that reported $206K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $34K, a strong 17% operating margin.

Mission

HISTORICAL PRESERVATION

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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 $89,063

Program Service Revenue $83,472

Investment Income $33,800

Other Revenue $0

TOTAL REVENUE $206,335

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,722

Fundraising Expenses $0

Program Expenses $92,260

Other Expenses $150,351

TOTAL EXPENSES $172,073

Year-over-Year Comparison

	2024	2023	Change
Revenue	$206,335	$226,988	-0.1%
Expenses	$172,073	$121,679	+0.4%
Net Income	$34,262	$105,309	-0.7%

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

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
Steven Flowers	Vice President	5.00	Officer	$0	$0	$0
Jim Riley	President	5.00	Officer	$0	$0	$0
Steve Edwards	Secretary	5.00	Officer	$0	$0	$0
Susan J Kramer	Treasurer	5.00	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	$206,335	$172,073	$1,867,169	$34,262
2024	$226,988	$121,679	$1,820,234	$105,309
2023	$152,775	$138,504	$1,710,921	$14,271
2022	$191,799	$133,781	$1,696,062	$58,018
2021	$257,216	$101,647	$1,637,135	$155,569
2020	$123,090	$98,779	$1,479,525	$24,311
2019	$142,014	$86,145	$1,469,657	$55,869
2018	$132,510	$114,104	$1,414,817	$18,406

GLENDORA HISTORICAL SOCIETY