CONEJO VALLEY HISTORICAL SOCIETY (EIN 235091980) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

PAM POND

Phone

8054989441

Tax Period

2022-01-01 to 2022-12-31

CONEJO VALLEY HISTORICAL SOCIETY, founded in 1965, is a small nonprofit that reported $259K in total revenue in fiscal year 2022. Revenue surged 70% from the prior year, signaling strong growth momentum.

Mission

THE CONEJO VALLEY HISTORICAL SOCIETY WAS FORMED IN 1965 TO SAVE THE ORIGINAL GRAND UNION HOTEL FROM DEMOLITION. WITH THAT SUCCESS BEHIND THEM, THE SOCIETY DEVELOPED A DOCENT PROGRAM AND BEGAN LEADING TOURS OF THE HOTEL (REBUILT IN 1976 AS THE STAGECOACH INN). FAST FORWARD TO 2021, AND THE STAGECOACH INN MUSEUM IS A BELOVED MEMBER OF THE COMMUNITY, OFFERING FAMILY-ORIENTED SPECIAL EVENTS, LECTURES, SCHOOL PROGRAMS, AND A FUN AND FRIENDLY GROUP OF DOCENTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $141,745

Program Service Revenue $108,690

Investment Income $27

Other Revenue $8,610

TOTAL REVENUE $259,072

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,801

Fundraising Expenses $0

Program Expenses $259,666

Other Expenses $237,786

TOTAL EXPENSES $269,587

Year-over-Year Comparison

	2022	2021	Change
Revenue	$259,072	$152,286	+0.7%
Expenses	$269,587	$147,162	+0.8%
Net Income	$-10,515	$5,124	-3.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

105

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
PAM POND	PRESIDENT	40.00	Director	$0	$0	$0
BERT WEYL	PAST PRESIDENT	5.00	Director	$0	$0	$0
NEAL SCRIBNER	1ST VICE PRESEDENT	5.00	Director	$0	$0	$0
JEANETTE BERARD	2ND VICE PRESIDENT	5.00	Director	$0	$0	$0
GINA BAXTER	3RD VICE PRESIDENT	5.00	Director	$0	$0	$0
ARDEN HOLST	RECORDING SECRETARY	2.00	Director	$0	$0	$0
RUTH DODS	CORRESPODING SECRETARY	5.00	Director	$0	$0	$0
DARLENE VAN MAANEN	TREASURER	5.00	Director	$0	$0	$0
RICK POND	INTERNAL DIRECTOR	2.00	Director	$0	$0	$0
SANDRA HILDEBRANDT	EXTERNAL DIRECTOR	2.00	Director	$0	$0	$0
BILL ACKERMAN	TRUSTEE	1.00	Director	$0	$0	$0
DEBBIE BIRENBAUM	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA CROWDIS	TRUSTEE	1.00	Director	$0	$0	$0
JIM GILMORE	TRUSTEE	1.00	Director	$0	$0	$0
LOU KIRBY	TRUSTEE	1.00	Director	$0	$0	$0
JOANNE STONE	TRUSTEE	1.00	Director	$0	$0	$0
MATT BECKER	TRUSTEE	1.00	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	$259,072	$269,587	$289,970	$-10,515

CONEJO VALLEY HISTORICAL SOCIETY