Santa Rosa Historical Society Inc (EIN 237450000) - 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

1976

Legal Domicile

Principal Officer

Cassandra Sharp

Phone

8505543906

Tax Period

2024-01-01 to 2024-12-31

Santa Rosa Historical Society Inc, founded in 1976, is a micro nonprofit that reported $16K in total revenue in fiscal year 2024. Revenue fell 97% from the prior year — a significant decline worth monitoring. Expenses of $46K exceeded revenue, resulting in a 190% operating deficit.

Mission

To educate and preserve the history of Santa Rosa County.

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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 $12,257

Program Service Revenue $0

Investment Income $4,094

Other Revenue $-550

TOTAL REVENUE $15,801

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $45,799

TOTAL EXPENSES $45,799

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,801	$627,440	-1.0%
Expenses	$45,799	$29,779	+0.5%
Net Income	$-29,998	$597,661	-1.1%

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

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
AJ Walker	Director	1.00	Director	$0	$0	$0
Richard Baldwin	Director	1.00	Director	$0	$0	$0
Margaret Pittman	Director	1.00	Director	$0	$0	$0
Billy Swort	Director	1.00	Director	$0	$0	$0
Vernon Compton	Director	3.00	Director	$0	$0	$0
Rachel Hiers	Director	1.00	Director	$0	$0	$0
Amelia Davis	Director	1.00	Director	$0	$0	$0
Cassandra Sharp	President	10.00	Officer	$0	$0	$0
Casey Durrstein	Vice President	1.00	Officer	$0	$0	$0
Kim Macarthy	Treasurer	5.00	Officer	$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	$15,801	$45,799	$938,910	$-29,998
2023	$627,440	$29,779	$968,908	$597,661

Santa Rosa Historical Society Inc