Temecula Valley Genealogical Society (EIN 311603681) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

Barbara Perez

Tax Period

2019-01-01 to 2019-12-31

Temecula Valley Genealogical Society, founded in 1998, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $3K in total revenue in fiscal year 2019. Revenue fell 71% from the prior year — a significant decline worth monitoring. Expenses of $4K exceeded revenue, resulting in a 14% operating deficit.

Mission

The organization's purpose is to promote genealogical research through educational programs and research trips.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $3,174

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,174

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $263

Program Expenses $2,308

Other Expenses $3,622

TOTAL EXPENSES $3,622

Year-over-Year Comparison

	2019	2018	Change
Revenue	$3,174	$11,002	-0.7%
Expenses	$3,622	$10,279	-0.6%
Net Income	$-448	$723	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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	Role	Reportable Comp	Other Comp	Total
Barbara Perez	President	Director	$0	$0	$0
Gina Philibert-Ortega	First Vice Pres	Director	$0	$0	$0
Susan Puma	Membership	Director	$0	$0	$0
Terri Eastman	Recording Secy	Director	$0	$0	$0
Dotye Summers	Correspond Secy	Director	$0	$0	$0
Kimberly Jo Olson	Librarian	Director	$0	$0	$0
Laurice Johnson	Education	Director	$0	$0	$0
Anne Zucca	Treasurer	Director	$0	$0	$0
Bonnie Martland	Parliamentarian	Director	$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
2019	$3,174	$3,622	$11,628	$-448
2018	$11,002	$10,279	$12,076	$723

Temecula Valley Genealogical Society