THE SAN JUAN CAPISTRANO HISTORICAL… - Form 990 Financial Data

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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

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.

Program Service Accomplishments

Program 1

Expenses: $33,699 Revenue: $1,054

OPERATION OF A FREE MUSEUM OPEN TO THE PUBLIC TO HOUSE THE ARCHIVES WHICH INCLUDE A 6000 PLUS PHOTO COLLECTION, LIBRARY, GENEALOGICAL RECORDS, ORAL HISTORIES, ARTIFACTS AND GENERAL FILES, ALL OF...

OPERATION OF A FREE MUSEUM OPEN TO THE PUBLIC TO HOUSE THE ARCHIVES WHICH INCLUDE A 6000 PLUS PHOTO COLLECTION, LIBRARY, GENEALOGICAL RECORDS, ORAL HISTORIES, ARTIFACTS AND GENERAL FILES, ALL OF WHICH ARE AVAIALBLE TO RESEARCHERS, MEDIA AND STUDENTS.

Program 2

Expenses: $466

GENERAL MEETINGS EACH YEAR WITH HISTORICAL BASED PROGRAMS.

Program 3

Expenses: $94,642 Revenue: $1,892

LOS RIOS HISTORICAL CENTER REHABILITATION PROJECT AND WALKING TOURS OF HISTORIC ADOBES - RAISE FUNDS FOR THE REHABILITATIN OF HISTORIC STRUCTURES TO BECOME MUSEUMS FOR HISTORICAL DEPICTIONS, ARCHIVAL...

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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 $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

Governance

Voting Members

Independent Members

Employees

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
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

THE SAN JUAN CAPISTRANO HISTORICAL SOCIETY