RANCHO BERNARDO HISTORICAL SOCIETY… - Form 990 Financial Data

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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

1983

Legal Domicile

Phone

3039564776

Tax Period

2025-01-01 to 2025-12-31

RANCHO BERNARDO HISTORICAL SOCIETY INC, founded in 1983, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $89K in total revenue in fiscal year 2025. Expenses of $105K exceeded revenue, resulting in a 17% operating deficit.

Mission

OPERATE A COMMUNITY HISTORY MUSEUM

Program Service Accomplishments

Program 1

Expenses: $85,611 Revenue: $70,847

THE SOCIETY OPERATES A COMMUNITY MUSEUM THAT HOUSES ARCHIVES OF HISTORICAL DOCUMENTS AND ARTIFACTS. THE MUSEUM IS OPEN TO THE PUBLIC WITHOUT CHARGE FOR RESEARCH AND EDUCATION PURPOSES. THE MUSEUMS...

THE SOCIETY OPERATES A COMMUNITY MUSEUM THAT HOUSES ARCHIVES OF HISTORICAL DOCUMENTS AND ARTIFACTS. THE MUSEUM IS OPEN TO THE PUBLIC WITHOUT CHARGE FOR RESEARCH AND EDUCATION PURPOSES. THE MUSEUMS EXHIBITS PRESENT INFORMATION ABOUT VARIOUS PERIODS OF HISTORY IN A MANNER THAT IS EDUCATIONAL AND ENTERTAINING TO MORE THAN 7,000 VISITORS ANNUALLY PRE-COVID.

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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 $70,847

Program Service Revenue $0

Investment Income $0

Other Revenue $18,500

TOTAL REVENUE $89,347

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $85,611

Other Expenses $104,901

TOTAL EXPENSES $104,901

Year-over-Year Comparison

	2025	2024	Change
Revenue	$89,347	N/A	N/A
Expenses	$104,901	N/A	N/A
Net Income	$-15,554	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

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
RUTH HIEBERT	TREASURER	5.00	Officer Director	$0	$0	$0
NANCY CANFIELD	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KATHY CLARK	DIRECTOR	2.00	Director	$0	$0	$0
SALLY EDWARDS	DIRECTOR	2.00	Director	$0	$0	$0
JANE HARMON	DIRECTOR	2.00	Director	$0	$0	$0
JEANNE MACLAREN	SECRETARY	5.00	Officer Director	$0	$0	$0
LIZ MULLARKEY	PRESIDENT	5.00	Officer Director	$0	$0	$0
RUTH HIEBERT	TREASURER	2.00	Officer Director	$0	$0	$0
SKIP HIMELSTEIN	DIRECTOR	2.00	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	$89,347	$104,901	$561,013	$-15,554
2024	No data	No data	No data	No data
2023	$35,105	$63,611	$498,663	$-28,506
2022	$96,914	$131,740	$450,343	$-34,826
2021	$30,362	$44,618	$508,478	$-14,256
2020	$37,575	$35,819	$529,219	$1,756
2019	$47,555	$50,137	$537,657	$-2,582
2018	$358,312	$44,817	$540,239	$313,495

RANCHO BERNARDO HISTORICAL SOCIETY INC