FALLBROOK GEM & MINERAL SOCIETY (EIN 956093419) - 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

1957

Legal Domicile

Principal Officer

Lea Barton

Phone

7607281130

Tax Period

2023-01-01 to 2023-12-31

FALLBROOK GEM & MINERAL SOCIETY, founded in 1957, is a small nonprofit in the Arts, Culture & Humanities sector that reported $210K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $101K, a strong 48% operating margin.

Mission

PROMOTE THE STUDY AND APPRECIATION OF MINERALOGY, PALEONTOLOGY AND RELATED EARTH SCIENCES THROUGH A MUSEUM WHICH IS OPEN TO THE PUBLIC IN FALLBROOK CALIFORNIA

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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 (2023)

Revenue Breakdown

Contributions & Grants $97,737

Program Service Revenue $3,257

Investment Income $657

Other Revenue $108,827

TOTAL REVENUE $210,478

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,510

Other Expenses $109,972

TOTAL EXPENSES $109,972

Year-over-Year Comparison

	2023	2022	Change
Revenue	$210,478	$191,700	+0.1%
Expenses	$109,972	$83,128	+0.3%
Net Income	$100,506	$108,572	-0.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lea Barton	President	0.00	Director	$0	$0	$0
Mishelle Rose	Vice President	0.00	Director	$0	$0	$0
Mick Palculich	Treasurer	16.00	Officer Director	$0	$0	$0
Andrew Willis	Secretary	0.00	Director	$0	$0	$0
Carol Wittrock-Gold	Director	0.00	Director	$0	$0	$0
Frederick Rasp	Director	0.00	Director	$0	$0	$0
Meline Giannini	Director	0.00	Director	$0	$0	$0
Mary Ingorvaia	Director	0.00	Director	$0	$0	$0
Mary Fong Walker	Director	0.00	Officer 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
2024	No data	No data	No data	No data
2023	$210,478	$109,972	$1,879,103	$100,506
2022	$191,700	$83,128	$1,783,579	$108,572
2021	$223,353	$51,383	$1,630,570	$171,970
2020	$119,438	$47,590	$1,449,100	$71,848
2019	$370,203	$62,651	$1,360,925	$307,552
2018	$127,890	$65,982	$1,033,558	$61,908

FALLBROOK GEM & MINERAL SOCIETY