San Benito County Heritage Foundation (EIN 270925169) - 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

2009

Legal Domicile

Phone

8318018889

Tax Period

2024-01-01 to 2024-12-31

San Benito County Heritage Foundation, founded in 2009, is a community nonprofit in the Environment sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 429% from the prior year, signaling strong growth momentum. Expenses of $2.5M exceeded revenue, resulting in a 46% operating deficit.

Mission

The Corporation is organized to preserve and enrich the heritage of the 33rd District Agricultural Association.

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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 $1,567,528

Program Service Revenue $115,325

Investment Income $33,288

Other Revenue $325

TOTAL REVENUE $1,716,466

Expense Breakdown

Grants Paid $2,458,059

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,490,887

Other Expenses $52,503

TOTAL EXPENSES $2,510,562

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,716,466	$324,432	+4.3%
Expenses	$2,510,562	$359,862	+6.0%
Net Income	$-794,096	$-35,430	+21.4%

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

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
Mike Sicoli	Director	1.00	Director	$0	$0	$0
April Mackie	Director	1.00	Director	$0	$0	$0
Marty Greenwood	Director	1.00	Director	$0	$0	$0
Jeff Guerra	Director	2.00	Director	$0	$0	$0
Kerry Maroney	Director	2.00	Director	$0	$0	$0
Grace Erickson	Director	1.00	Director	$0	$0	$0
Mike Enz	Executive Comm.	1.00	Director	$0	$0	$0
Bob Swanson	Executive Comm.	1.00	Director	$0	$0	$0
Marian Tobias	Executive Comm.	1.00	Director	$0	$0	$0
Bailey Correa	President	4.00	Officer	$0	$0	$0
Richard McAbee	Treasurer	3.00	Officer	$0	$0	$0
Rob Nino	Vice President	3.00	Officer	$0	$0	$0
Gianna Brigantino	Secretary	1.00	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	$1,716,466	$2,510,562	$484,956	$-794,096
2023	$324,432	$359,862	$1,274,532	$-35,430
2022	$252,423	$137,692	$1,269,392	$114,731
2021	$195,451	$63,842	$1,208,671	$131,609
2020	$39,437	$158,388	$1,046,674	$-118,951
2019	$252,600	$88,534	$1,142,102	$164,066
2018	$280,369	$269,472	$948,702	$10,897

San Benito County Heritage Foundation