Sonoma League for Historic Preserv… - 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

1972

Legal Domicile

Principal Officer

Mary Szykowny

Phone

7079388023

Tax Period

2024-01-01 to 2024-12-31

Sonoma League for Historic Preservation, founded in 1972, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $39K in total revenue in fiscal year 2024. Revenue fell 52% from the prior year — a significant decline worth monitoring. Net assets of $738K represent 229 months of operating reserves.

Mission

The mission is to educate, promote interest in, and advocate for the preservation of historic buildings, neighborhoods, and landscapes in the City of Sonoma and Sonoma Valley.

Program Service Accomplishments

Program 1

Expenses: $41,971 Revenue: $38,701

Maintanining and staffing of historic structures, including a library and various exhibits.

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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 $39,394

Program Service Revenue $9,981

Investment Income $0

Other Revenue $-10,674

TOTAL REVENUE $38,701

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,000

Fundraising Expenses $9,371

Program Expenses $41,971

Other Expenses $26,971

TOTAL EXPENSES $41,971

Year-over-Year Comparison

	2024	2023	Change
Revenue	$38,701	$79,905	-0.5%
Expenses	$41,971	$75,560	-0.4%
Net Income	$-3,270	$4,345	-1.8%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY SZYKOWNY	Treasurer	2.00	Officer Director	$0	$0	$0
CHIP ALLEN	President	2.00	Officer Director	$0	$0	$0
BILL WISIALOWSKI	Director	2.00	Director	$0	$0	$0
SHAREL MCVEY	Director	2.00	Director	$0	$0	$0
LINDA JACKSON	Secretary	2.00	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
2024	$38,701	$41,971	$738,308	$-3,270
2023	$79,905	$75,560	$743,619	$4,345
2022	$59,856	$64,615	$737,431	$-4,759
2021	$51,910	$132,604	$620,700	$-80,694
2020	$33,033	$63,582	$726,874	$-30,549
2018	$33,357	$74,488	$773,235	$-41,131

Sonoma League for Historic Preservation