NATIVE SONS OF THE GOLDEN WEST (EIN 237574694) - 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

1915

Legal Domicile

Phone

2092675335

Tax Period

2024-01-01 to 2024-12-31

NATIVE SONS OF THE GOLDEN WEST, founded in 1915, is a small nonprofit that reported $144K in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $57K, a strong 39% operating margin.

Mission

THE NATIVE SONS IS A BROTHERHOOD OF MEN BORN IN CALIFORNIA DEDICATED TO THE COMMEMORATION OF THE PAST HISTORY OF THE STATE AND THE SUPPORT AND THE GENERAL WELFARE OF THE STATE OF CALIFORNIA.

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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 $4,640

Program Service Revenue $19,276

Investment Income $119,713

Other Revenue $0

TOTAL REVENUE $143,629

Expense Breakdown

Grants Paid $18,124

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $68,997

TOTAL EXPENSES $87,121

Year-over-Year Comparison

	2024	2023	Change
Revenue	$143,629	$104,672	+0.4%
Expenses	$87,121	$84,126	+0.0%
Net Income	$56,508	$20,546	+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
LOUIS BOITANO	TRUSTEE	2.00	Director	$0	$0	$0
MIKE FERDANI	TRUSTEE	2.00	Director	$0	$0	$0
JON CAMPBELL	TRUSTEE	2.00	Director	$0	$0	$0
JOHN FOWLER	RECORDING SECRETARY	2.00	Officer	$0	$0	$0
ALAN ROSS	TREASURER	2.00	Officer	$0	$0	$0
JEFF CAMPBELL	PRESIDENT	2.00	Officer	$0	$0	$0
JASON SMITH	FIRST VICE PRESIDENT	2.00	Officer	$0	$0	$0
DON FLANNERY	SECOND VICE PRESIDENT	2.00	Officer	$0	$0	$0
BRIAN FERDANI	THIRD VICE PRESIDENT	2.00	Officer	$0	$0	$0
JIM SWIFT	RECORDING OFFICER	2.00	Officer	$0	$0	$0
JOEL ALLEN	FINANCIAL SECETARY	2.00	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
2024	$143,629	$87,121	$1,336,564	$56,508
2023	$104,672	$84,126	$1,277,167	$20,546
2022	$120,047	$101,483	$1,256,621	$18,564
2021	$357,341	$79,421	$1,238,057	$277,920
2020	$98,006	$64,571	$960,137	$33,435
2019	$442,350	$90,278	$926,702	$352,072
2018	$145,013	$109,232	$574,630	$35,781

NATIVE SONS OF THE GOLDEN WEST