SAN MATEO COUNTY HISTORICAL ASSOCIATION (EIN 237186194) - 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

1935

Legal Domicile

Principal Officer

MITCH POSTEL

Phone

6502990104

Tax Period

2022-07-01 to 2023-06-30

SAN MATEO COUNTY HISTORICAL ASSOCIATION, founded in 1935, is a community nonprofit that reported $2.4M in total revenue in fiscal year 2022. Revenue fell 58% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $517K, a strong 21% operating margin.

Mission

THE ASSOCIATION'S COLLECTIONS ARE MADE UP OF OBJECTS THAT ARE HELD FOR EXHIBITION AND VARIOUS OTHER PROGRAM ACTIVITIES. EACH OF THESE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASES OR DONATION ARE NOT CAPITALIZED. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IF PURCHASED WITH ASSETS WITHOUT RESTRICTIONS AND AS A DECREASE IN NET ASSETS WITH DONOR RESTRICTIONS IF PURCHASED WITH DONOR-RESTRICTED ASSETS. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES. THE ASSOCIATION'S INSURANCE POLICY OF MUSEUM COLLECTIONS EXPIRED IN NOVEMBER 1995. THE BOARD OF DIRECTORS HAS DETERMINED THAT IT IS NOT FEASIBLE TO OBTAIN SIMILAR COVERAGE ON THE COLLECTIONS DUE TO THE HIGH PREMIUM COST.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,205,465

Program Service Revenue $100,326

Investment Income $161,370

Other Revenue $-55,207

TOTAL REVENUE $2,411,954

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,258,770

Fundraising Expenses $136,209

Program Expenses $1,579,326

Other Expenses $635,734

TOTAL EXPENSES $1,894,504

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,411,954	$5,785,075	-0.6%
Expenses	$1,894,504	$1,895,623	0.0%
Net Income	$517,450	$3,889,452	-0.9%

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

300

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

$238,622

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN LA TORRA	CHAIR	1.00	Officer Director	$0	$0	$0
TRACY DELEUW	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DEE EVA	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRISTINE WILLIAMS	TREASURER	1.00	Officer Director	$0	$0	$0
JENNIFER ACHESON	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS AMES	DIRECTOR	1.00	Director	$0	$0	$0
KEITH BAUTISTA	DIRECTOR	1.00	Director	$0	$0	$0
SANDRA MCLELLAN BEHLING	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BLAKE	DIRECTOR	1.00	Director	$0	$0	$0
JOE CARCIONE	DIRECTOR	1.00	Director	$0	$0	$0
BILL CHIANG	DIRECTOR	1.00	Director	$0	$0	$0
CHONITA E CLEARY	DIRECTOR	1.00	Director	$0	$0	$0
DONNA COLSON	DIRECTOR	1.00	Director	$0	$0	$0
SHAWN DELUNA	DIRECTOR	1.00	Director	$0	$0	$0
GREG GALLI	DIRECTOR	1.00	Director	$0	$0	$0
DON HORSLEY	DIRECTOR	1.00	Director	$0	$0	$0
RAY IVERSON	DIRECTOR	1.00	Director	$0	$0	$0
WALLY JANSEN	DIRECTOR	1.00	Director	$0	$0	$0
KATHY KOPF	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN LANG	DIRECTOR	1.00	Director	$0	$0	$0
OLIVIA GARCIA MARTINEZ EDD	DIRECTOR	1.00	Director	$0	$0	$0
RICK MAYERSON	DIRECTOR	1.00	Director	$0	$0	$0
BILL NICOLET	DIRECTOR	1.00	Director	$0	$0	$0
MIKE O'NEILL	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA PIERCE	DIRECTOR	1.00	Director	$0	$0	$0
JIM RUANE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN SHROYER	DIRECTOR	1.00	Director	$0	$0	$0
THERESE SMITH	DIRECTOR	1.00	Director	$0	$0	$0
JOE WELCH	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM WESSELL	DIRECTOR	1.00	Director	$0	$0	$0
MITCH POSTEL	PRESIDENT	40.00	Officer	$233,852	$4,770	$238,622
CARMEN BLAIR	DEPUTY DIREC	40.00	Highest	$130,584	$8,666	$139,250

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	No data	No data	No data	No data
2023	$2,411,954	$1,894,504	$20,786,726	$517,450
2022	$5,785,075	$1,895,623	$20,041,393	$3,889,452
2021	$2,189,539	$1,913,383	$17,041,726	$276,156
2020	$4,694,240	$2,023,005	$15,699,283	$2,671,235
2019	$2,075,192	$1,843,862	$12,919,564	$231,330

SAN MATEO COUNTY HISTORICAL ASSOCIATION