HALF MOON BAY HISTORY ASSOCIATION (EIN 208712053) - 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

2006

Legal Domicile

Principal Officer

DAVE OLSON

Phone

6503873618

Tax Period

2024-01-01 to 2024-12-31

HALF MOON BAY HISTORY ASSOCIATION, founded in 2006, is a small nonprofit in the Arts, Culture & Humanities sector that reported $148K in total revenue in fiscal year 2024. Revenue fell 57% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $98K, a strong 66% operating margin.

Mission

BRINGING TOGETHER ALL MEMBERS OF THE COMMUNITY TO PRESERVE AND SHARE THE HISTORY OF THE SAN MATEO COASTSIDE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $137,349

Program Service Revenue $35

Investment Income $10,427

Other Revenue $0

TOTAL REVENUE $147,811

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $500

Program Expenses $24,556

Other Expenses $50,057

TOTAL EXPENSES $50,057

Year-over-Year Comparison

	2024	2023	Change
Revenue	$147,811	$340,151	-0.6%
Expenses	$50,057	$30,944	+0.6%
Net Income	$97,754	$309,207	-0.7%

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
JULIETTE APPLEWHITE	PRESIDENT	5.00	Officer Director	$0	$0	$0
VICKY MITCHELL	VICE PRESIDE	4.00	Officer Director	$0	$0	$0
DAVE OLSON	SECRETARY/TR	3.00	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
2025	No data	No data	No data	No data
2024	$147,811	$50,057	$1,496,486	$97,754
2023	$340,151	$30,944	$1,397,303	$309,207
2022	$216,226	$196,083	$1,263,633	$20,143
2021	$251,183	$125,691	$1,243,806	$125,492
2020	$165,260	$37,220	$1,117,917	$128,040
2019	$800,974	$51,944	$989,822	$749,030
2018	$279,444	$53,985	$241,769	$225,459

HALF MOON BAY HISTORY ASSOCIATION