THE SAN JUAN CAPISTRANO HISTORICAL SOCIETY

EIN: 237086386 501(c)(3)

SAN JUAN CAPISTRANO, CA

Total Revenue
$89,908
Total Expenses
$140,384
Total Assets
$978,632
Net Assets
$978,632
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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
1964
Legal Domicile
CA
Principal Officer
BART MOORE
Phone
9494938444
Tax Period
2024-04-01 to 2025-03-31

THE SAN JUAN CAPISTRANO HISTORICAL SOCIETY, founded in 1964, is a micro nonprofit that reported $90K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $140K exceeded revenue, resulting in a 56% operating deficit.

Mission

TO PRESERVE AND ARCHIVE THE HISTORY AND HERITAGE OF SAN JUAN CAPISTRANO.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $64,288
Program Service Revenue $1,054
Investment Income $5,315
Other Revenue $19,251
TOTAL REVENUE $89,908

Expense Breakdown

Grants Paid $0
Salaries & Benefits $48,908
Fundraising Expenses $0
Program Expenses $128,807
Other Expenses $91,476
TOTAL EXPENSES $140,384

Year-over-Year Comparison

2024 2023 Change
Revenue $89,908 $113,383 -0.2%
Expenses $140,384 $184,081 -0.2%
Net Income $-50,476 $-70,698 -0.3%
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

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Governance

Voting Members
13
Independent Members
13
Employees
1
Volunteers
20

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
5
$0
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TOM OSTENSEN PRESIDENT 12.00
Officer Director
$0 $0 $0
STEVE BEHMERWOHLD 1ST VICE PRES. 12.00
Officer Director
$0 $0 $0
BART MOORE TREASURER 8.00
Officer Director
$0 $0 $0
MARK ROTTMANN RECORDING SECRETARY 8.00
Officer Director
$0 $0 $0
JAN SIEGEL 2ND VICE PRES. 12.00
Officer Director
$0 $0 $0
WARREN SIEGEL DIRECTOR 0.50
Director
$0 $0 $0
STEVE OEDERERK DIRECTOR 0.50
Director
$0 $0 $0
MONICA MUKAI DIRECTOR 0.50
Director
$0 $0 $0
ANN RONAN DIRECTOR 0.50
Director
$0 $0 $0
JAMES LANDELL REID DIRECTOR 0.50
Director
$0 $0 $0
DANIEL EVANS DIRECTOR 0.50
Director
$0 $0 $0
TED ROSENFELDT DIRECTOR 0.50
Director
$0 $0 $0
JJ ANDERSON DIRECTOR 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
2025 $89,908 $140,384 $978,632 $-50,476
2024 $113,383 $184,081 $1,029,253 $-70,698
2023 $146,393 $169,915 $1,099,951 $-23,522
2022 $120,999 $129,833 $1,123,473 $-8,834
2021 $65,891 $139,627 $1,132,321 $-73,736
2020 $268,129 $157,788 $1,206,381 $110,341
2019 $139,905 $134,435 $1,095,636 $5,470
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