RANCHO SANTA FE HISTORICAL SOCIETY (EIN 330088236) - 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

1985

Legal Domicile

Principal Officer

CUTTER CLOTFELTER

Phone

8587569291

Tax Period

2023-01-01 to 2023-12-31

RANCHO SANTA FE HISTORICAL SOCIETY, founded in 1985, is a small nonprofit in the Arts, Culture & Humanities sector that reported $252K in total revenue in fiscal year 2023. Revenue surged 1170% from the prior year, signaling strong growth momentum. The organization ran a surplus of $112K, a strong 45% operating margin.

Mission

TO COLLECT, PRESERVE AND INTERPRET DOCUMENTS AND ARTIFACTS OF AN HISTORICAL NATURE. PROVIDE PROGRAMS, PUBLICATIONS, HISTORICAL SITES AND SPECIAL EVENTS TO EDUCATE THE PUBLIC.

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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 (2023)

Revenue Breakdown

Contributions & Grants $199,780

Program Service Revenue $1,538

Investment Income $14,611

Other Revenue $36,300

TOTAL REVENUE $252,229

Expense Breakdown

Grants Paid $0

Salaries & Benefits $35,111

Fundraising Expenses $14,905

Program Expenses $111,303

Other Expenses $104,778

TOTAL EXPENSES $139,889

Year-over-Year Comparison

	2023	2022	Change
Revenue	$252,229	$19,862	+11.7%
Expenses	$139,889	$129,417	+0.1%
Net Income	$112,340	$-109,555	-2.0%

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

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
CUTTER CLOTFELTER	PRESIDENT	4.00	Officer	$0	$0	$0
SEAN BURGESS	VICE PRESIDE	2.00	Officer	$0	$0	$0
SUSIE AULT	SECRETARY	1.00	Officer	$0	$0	$0
KIM SNYDER	TREASURER	2.00	Officer	$0	$0	$0
TERRI CHIVETTA	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD CLYNE	DIRECTOR	2.00	Director	$0	$0	$0
LINDA HAHN	DIRECTOR	1.00	Director	$0	$0	$0
JILL STIKER	DIRECTOR	1.00	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
2023	$252,229	$139,889	$1,615,276	$112,340
2022	$19,862	$129,417	$1,500,348	$-109,555
2021	$187,970	$106,556	$1,611,264	$81,414
2020	$159,824	$97,684	$1,510,845	$62,140
2019	$53,500	$91,562	$1,423,640	$-38,062
2018	$168,870	$77,884	$1,445,862	$90,986

RANCHO SANTA FE HISTORICAL SOCIETY