Tustin Area Historical Society
Nonprofit profile at a glance
- EIN
- 237374414
- IRS 990-EZ coverage
- 2019–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2018
- Location
- Tustin, CA, USA
- Phone
- 7147315701
- Rating
- 56
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $119,133
- Expenses
- $55,604
- Assets
- $184,804
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- RICHARD NELSON (PRESIDENT)
People named in this filing
- RICHARD NELSON (PRESIDENT)
- VICKI GRAY (SECRETARY)
- KEN HIGMAN (TREASURER)
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 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The tustin area historical society was founded in 1976 for the purpose of preserving the rich and colorful history of our local area. To accomplish this we rely on membership dues and proceeds from our annual old town home and garden tour since there is no admission charge to visit the museum. These funds allow us to maintain and enhance our museum and provide programs to stimulate historical interest in the area. To protect historical papers and photographs for future research and to continue our history in a box program for over 100 third grade classes in the tustin unified school district.
What it reported doing in 2025
Fundraising expenses for garden tour
Operating model
- Revenue model
- Donor-supported. 78% of the money available for current operations came from contributions and gifts.
- 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
MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 17
- Transparency & Controls: 100
- Sustainability: 86
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 12.8%; rating input score 13
- Program expense ratio: 23.2%; rating input score 23
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: 53.3%; rating input score 93; 93rd percentile among comparable filings
- Total-asset coverage ratio: 3.32; rating input score 90; 90th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 74; 74th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: -29.5% per year; rating input score 0; 8th percentile among comparable filings
- Revenue growth: 11.9% per year; rating input score 100; 69th percentile among comparable filings
- Asset growth: 18.4% per year; rating input score 100; 76th percentile among comparable filings
Details
- Where the money goes: 12.8% of revenue deployed · 23.2% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 4 filed program accomplishments · $13K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 4 filed schedules
- Filing history: 7 filing years from 2019 to 2025
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- 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 — Financial Efficiency: Mission deployment rate scored 13/100.
- High — Financial Efficiency: Program expense ratio scored 23/100.
- High — Growth: Program expense growth scored 0/100.