Native Sons of the Golden West DBA 66 Redwood San Mateo (EIN 237574762) - 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

1885

Legal Domicile

Principal Officer

Uriel Chavez

Phone

6508631473

Tax Period

2024-07-01 to 2025-06-30

Native Sons of the Golden West DBA 66 Redwood San Mateo, founded in 1885, is a micro nonprofit that reported $48K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Net assets of $1.1M represent 263 months of operating reserves.

Mission

Preservation of California History

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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 $5,038

Program Service Revenue $0

Investment Income $19,362

Other Revenue $23,745

TOTAL REVENUE $48,145

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,925

Fundraising Expenses $0

Program Expenses $48,053

Other Expenses $44,474

TOTAL EXPENSES $47,399

Year-over-Year Comparison

	2024	2023	Change
Revenue	$48,145	$55,199	-0.1%
Expenses	$47,399	$53,829	-0.1%
Net Income	$746	$1,370	-0.5%

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

159

Independent Members

N/A

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

$2,925

Total Directors

$2,925

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Paul Guaraldi	Recording Secretary	2.00	Officer Director	$1,125	$0	$1,125
Janet Thompson	Financial Secretary	2.00	Officer Director	$1,125	$0	$1,125
Shane Ramirez	3rd VP	2.00	Officer Director	$0	$0	$0
Robert Virgo	Jr. Past President	2.00	Officer Director	$0	$0	$0
John Cortez	President	2.00	Officer Director	$0	$0	$0
Nick Myritzis	1st VP	2.00	Officer Director	$0	$0	$0
Lauree McIntee	Treasurer	2.00	Officer Director	$0	$0	$0
Bob Bruno	2nd VP	2.00	Officer Director	$0	$0	$0
Erick Virgo	Inside Sentinel	2.00	Officer Director	$0	$0	$0
Ken Osterlund	O/S Sentinel	2.00	Officer Director	$0	$0	$0
George Carter	Trustee	2.00	Officer Director	$0	$0	$0
Tim Olson	Trustee	2.00	Officer Director	$0	$0	$0
Paul Malone	Trustee	2.00	Officer Director	$0	$0	$0
Rob Bueno	Marshal	2.00	Officer Director	$0	$0	$0
Uriel Chavez	Treasurer	2.00	Officer Director	$675	$0	$675

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	$48,145	$47,399	$1,054,154	$746
2024	$55,199	$53,829	$1,089,439	$1,370
2023	$44,625	$84,912	$1,159,055	$-40,287
2022	$63,059	$120,360	$1,207,857	$-57,301
2021	$150,301	$68,732	$1,265,158	$81,569
2020	$67,655	$48,185	$1,188,687	$19,470
2019	$54,356	$58,227	$1,173,725	$-3,871

Native Sons of the Golden West DBA 66 Redwood San Mateo