VALLEY CENTER HISTORY MUSEUM (EIN 010606766) - 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

1972

Legal Domicile

Phone

7605223046

Tax Period

2022-01-01 to 2022-12-31

VALLEY CENTER HISTORY MUSEUM, founded in 1972, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $50K in total revenue in fiscal year 2022. Revenue surged 195% from the prior year, signaling strong growth momentum. The organization ran a surplus of $28K, a strong 55% operating margin.

Mission

archive and preserve memorabilia letters maps photographs historical artifacts and display for public information access education

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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 (2022)

Revenue Breakdown

Contributions & Grants $19,578

Program Service Revenue $0

Investment Income $30,046

Other Revenue $295

TOTAL REVENUE $49,919

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,377

Other Expenses $22,377

TOTAL EXPENSES $22,377

Year-over-Year Comparison

	2022	2021	Change
Revenue	$49,919	$16,913	+2.0%
Expenses	$22,377	$13,282	+0.7%
Net Income	$27,542	$3,631	+6.6%

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

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
ALAN KIRKPATRICK	PRESIDENT	5.00	Officer	$0	$0	$0
FAITH MUCH	VICE PRESIDENT	5.00	Officer	$0	$0	$0
NICKY LOVEJOY	TREASURER	5.00	Key Emp	$0	$0	$0
DIANE ARNOLD	SECRETARY	5.00	Officer	$0	$0	$0
SHARON HEALEY BARTHOLOMEW	DIRECTOR - MEMBERSHIPS	5.00	Director	$0	$0	$0
LAURIE GONZALES	DIRECTOR - NATIVE AMERICAN AFFAIRS	5.00	Director	$0	$0	$0
ROBERT A LERNER	DIRECTOR - HISTORIAN	5.00	Director	$0	$0	$0
ORRIN MILLER	DIRECTOR - MEMBER AT LARGE	5.00	Director	$0	$0	$0
JUSTIN SALTER	DIRECTOR - SOCIAL MEDIA SECURITY	5.00	Director	$0	$0	$0
CAROL TIMM	DIRECTOR - MEMBER AT LARGE	5.00	Director	$0	$0	$0
SUSAN THOMPSON	DIRECTOR - ARCHIVIST	5.00	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
2022	$49,919	$22,377	$501,771	$27,542
2020	$23,097	$10,455	$532,512	$12,642

VALLEY CENTER HISTORY MUSEUM