Vallejo Naval and Historical Museum (EIN 237441288) - 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

1974

Legal Domicile

Principal Officer

Trevor Allen

Phone

7076430077

Tax Period

2024-01-01 to 2024-12-31

Vallejo Naval and Historical Museum, founded in 1974, is a small nonprofit that reported $222K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $282K exceeded revenue, resulting in a 27% operating deficit.

Mission

The Museums mission is to collect and preserve local history and to provide exhibits and educational programs.

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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 $71,829

Program Service Revenue $3,492

Investment Income $63,960

Other Revenue $83,037

TOTAL REVENUE $222,318

Expense Breakdown

Grants Paid $0

Salaries & Benefits $163,453

Fundraising Expenses $0

Other Expenses $118,508

TOTAL EXPENSES $281,961

Year-over-Year Comparison

	2024	2023	Change
Revenue	$222,318	$169,202	+0.3%
Expenses	$281,961	$269,699	+0.0%
Net Income	$-59,643	$-100,497	-0.4%

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

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
Maria Stats	President	005.00	Officer Director	$0	$0	$0
Dwight Monroe	Vice-President	005.00	Officer Director	$0	$0	$0
Melissa Bowman	Secretary	005.00	Officer Director	$0	$0	$0
Ravi Shankar	Treasurer	005.00	Officer Director	$0	$0	$0
Ryan Ramirez	Member	005.00	Director	$0	$0	$0
Jeriann Guzman	Member	005.00	Director	$0	$0	$0
Rilee Neuman	Member	005.00	Director	$0	$0	$0
Dalia Vidor	Member	005.00	Director	$0	$0	$0
Sean Noble	Member	005.00	Director	$0	$0	$0
Yajaira Rubio Machado	Member	005.00	Director	$0	$0	$0
Trevor Allen	Executive Director	040.00	Officer Director Highest	$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	$222,318	$281,961	$1,131,810	$-59,643
2023	$169,202	$269,699	$1,445,561	$-100,497
2022	$229,493	$231,324	$1,299,481	$-1,831
2021	$199,755	$189,080	$1,299,141	$10,675
2020	$469,768	$178,376	$1,262,201	$291,392
2019	$270,139	$217,128	$948,246	$53,011
2018	$575,581	$175,175	$895,188	$400,406

Vallejo Naval and Historical Museum