Tuolumne County Historical Society

Nonprofit profile at a glance

EIN
237091689
IRS 990-EZ coverage
2017–2024
Forms available
Form 990-EZ 2024
Location
Sonora, CA, USA
Rating
93
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$58,258
Expenses
$66,873
Assets
$345,776
Liabilities
$838

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • CHARLES HOLLAND (President)

People named in this filing

  • LINDA EMERSON (Memb Secretary)
  • CHERI Q HOLMES (Treasurer)
  • LINDA CROCKER (Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The Mission of the Tuolumne County Historical Society is to discover, collect, preserve, and disseminate knowledge about the history of Tuolumne County and the State of California.

What it reported doing in 2024

Communicate the important role a of history to our local heritage and culture through community outreach programs, especially to our youth and senior demographics, through topical monthly public presentations, awards for historic preservation and educational field trips.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 100
  • Transparency & Controls: 100
  • Sustainability: 48
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -14.8%; rating input score 27; 27th percentile among comparable filings
  • Total-asset coverage ratio: 5.17; rating input score 84; 84th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 33; 33rd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -1.2% per year; rating input score 0; 44th percentile among comparable filings
  • Revenue growth: -2.9% per year; rating input score 0; 40th percentile among comparable filings
  • Asset growth: 3.3% per year; rating input score 100; 52nd percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $67K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 8 filing years from 2017 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 27/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 33/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.