Hermosa Beach Historical Society (EIN 330230750) - 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

1990

Legal Domicile

Principal Officer

Dan Inskeep

Phone

3103189421

Tax Period

2025-01-01 to 2025-12-31

Hermosa Beach Historical Society, founded in 1990, is a small nonprofit in the Arts, Culture & Humanities sector that reported $246K in total revenue in fiscal year 2025.

Mission

To educate the public regarding the history of Hermsoa Beach through educational programs and through operation of the Hermosa Beach Historical Society Museum

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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 (2025)

Revenue Breakdown

Contributions & Grants $207,231

Program Service Revenue $26,697

Investment Income $4,198

Other Revenue $8,102

TOTAL REVENUE $246,228

Expense Breakdown

Grants Paid $0

Salaries & Benefits $126,416

Fundraising Expenses $0

Program Expenses $244,051

Other Expenses $117,635

TOTAL EXPENSES $244,051

Year-over-Year Comparison

	2025	2024	Change
Revenue	$246,228	N/A	N/A
Expenses	$244,051	N/A	N/A
Net Income	$2,177	N/A	N/A

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bonnie Cohn	Secretary	5.00	Director	$0	$0	$0
Jake Courtney	Vice President	0.00	Director	$0	$0	$0
Greg McNally	President	5.00	Officer Director	$0	$0	$0
Kathryn Dunbabin	Chairman	0.00	Director	$0	$0	$0
John Horger	Director	5.00	Director	$0	$0	$0
Mark Shoemaker	Director	5.00	Director	$0	$0	$0
John Miller	Director	5.00	Director	$0	$0	$0
Ricardo Reznichek	Director	5.00	Director	$0	$0	$0
Pete Hoffman	Director	0.00	Director	$0	$0	$0
Jan Brittain	Director	5.00	Director	$0	$0	$0
Annie Seawright Newton	Director	5.00	Director	$0	$0	$0
Dan Inskeep	Treasurer	20.00	Officer Director	$0	$0	$0
Jim Rosenberger	Director	5.00	Director	$0	$0	$0
Adam Malovani	Director	5.00	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
2025	$246,228	$244,051	$120,231	$2,177

Hermosa Beach Historical Society