Save Our Heritage Organisation (EIN 237104876) - 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

1969

Legal Domicile

Principal Officer

Bruce Coons

Phone

6192979327

Tax Period

2023-07-01 to 2024-06-30

Save Our Heritage Organisation, founded in 1969, is a small nonprofit that reported $521K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $583K exceeded revenue, resulting in a 12% operating deficit.

Mission

Preservation and education of San Diego Countys historic resources by preserving links to the past, and conserving community identity for the future.

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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 (2023)

Revenue Breakdown

Contributions & Grants $273,817

Program Service Revenue $66,493

Investment Income $160,887

Other Revenue $19,838

TOTAL REVENUE $521,035

Expense Breakdown

Grants Paid $0

Salaries & Benefits $487,697

Fundraising Expenses $19,773

Program Expenses $251,545

Other Expenses $95,280

TOTAL EXPENSES $582,977

Year-over-Year Comparison

	2023	2022	Change
Revenue	$521,035	$678,603	-0.2%
Expenses	$582,977	$528,057	+0.1%
Net Income	$-61,942	$150,546	-1.4%

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

N/A

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

$128,147

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bruce Coons	Executive Director	040.00	Officer	$128,147	$0	$128,147
David Goldberg	President	001.00	Officer Director	$0	$0	$0
David Swarens	Vice-President	002.00	Officer Director	$0	$0	$0
Jessica McGee	Treasurer	004.00	Officer Director	$0	$0	$0
Paul Johnson	Secretary	001.00	Officer Director	$0	$0	$0
Erik Hanson	Director	001.00	Director	$0	$0	$0
John Rush	Director	001.00	Director	$0	$0	$0
Dan Soderberg	Director	001.00	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	No data	No data	No data	No data
2024	$521,035	$582,977	$4,773,361	$-61,942
2023	$678,603	$528,057	$4,774,041	$150,546
2021	$833,970	$687,787	$4,395,101	$146,183
2020	$1,012,887	$1,008,201	$4,373,042	$4,686
2019	$1,415,757	$1,079,785	$4,230,952	$335,972

Save Our Heritage Organisation