LA HISTORIA HISTORICAL SOCIETY (EIN 954706354) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Principal Officer

Rosa Pena

Phone

6262464631

Tax Period

2025-01-01 to 2025-12-31

LA HISTORIA HISTORICAL SOCIETY is a small nonprofit in the Arts, Culture & Humanities sector that reported $840K in total revenue in fiscal year 2025. The organization ran a surplus of $304K, a strong 36% operating margin.

Mission

PRESERVE, SERVE AND EXPAND THE HISTORIES OF EL MONTE/SOUTH EL MONTE BARRIOS THROUGHT PHOTOS, AUDIO RECORDINGS, ARTIFACTS OF THOSE WHO WORKED, LIVED OR SUPPORTED IN THESE COMMUNTIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $839,802

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $839,802

Expense Breakdown

Grants Paid $5,773

Salaries & Benefits $155,780

Fundraising Expenses $0

Program Expenses $5,773

Other Expenses $374,029

TOTAL EXPENSES $535,582

Year-over-Year Comparison

	2025	2024	Change
Revenue	$839,802	N/A	N/A
Expenses	$535,582	N/A	N/A
Net Income	$304,220	$0	N/A

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

$12,880

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TINA NEVAREZ	TREASURER	7	Officer	$1,500	$0	$1,500
VERONICA PENA	SECRETARY	7	Officer	$1,500	$0	$1,500
ROSA PENA	PRESIDENT	7	Officer	$8,880	$0	$8,880
VERNON WICKSTROM	VICE PRESIDENT	3	Officer	$1,000	$0	$1,000

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	$839,802	$535,582	$336,050	$304,220
2024	$54,907	$97,087	$31,830	$-42,180
2023	$16,672	$60,286	$33,924	$-43,614
2022	$7,337	$54,455	$39,323	$-47,118
2021	$122,220	$17,359	$114,676	$104,861

LA HISTORIA HISTORICAL SOCIETY