SAN DIEGUITO HERITAGE MUSEUM (EIN 330310885) - 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

1988

Legal Domicile

Phone

7606329711

Tax Period

2023-09-01 to 2024-08-31

SAN DIEGUITO HERITAGE MUSEUM, founded in 1988, is a micro nonprofit that reported $99K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $140K exceeded revenue, resulting in a 41% operating deficit.

Mission

THE MISSION OF THE SAN DIEGUITO HERITAGE MUSEUM IS TO COLLECT, PRESERVE AND INTERPRET LOCAL HISTORY.

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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 $27,064

Program Service Revenue $2,048

Investment Income $12,646

Other Revenue $57,103

TOTAL REVENUE $98,861

Expense Breakdown

Grants Paid $0

Salaries & Benefits $25,681

Fundraising Expenses $0

Program Expenses $62,946

Other Expenses $113,893

TOTAL EXPENSES $139,574

Year-over-Year Comparison

	2023	2022	Change
Revenue	$98,861	$89,027	+0.1%
Expenses	$139,574	$124,746	+0.1%
Net Income	$-40,713	$-35,719	+0.1%

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

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

$25,681

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA GRICE	Executive Dir.	20.00	Officer	$25,681	$0	$25,681
KERRY WITKIN	President/Treas	4.00	Officer Director	$0	$0	$0
SINEAD NI GHABHLAIN	Vice President	2.00	Officer Director	$0	$0	$0
LINDA MCARDLE	Secretary	2.00	Officer Director	$0	$0	$0
NATALIE NEAL	Director	0.00	Director	$0	$0	$0
MARK BERNING	Director	2.00	Director	$0	$0	$0
DAPHNE FLETCHER	Director	2.00	Director	$0	$0	$0
JOHN NEUBAUER	Director	2.00	Director	$0	$0	$0
DOMINIQUE VALENTINO	Director	2.00	Director	$0	$0	$0
EVELYN WEIDNER	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
2024	$98,861	$139,574	$1,026,940	$-40,713
2023	$89,027	$124,746	$979,513	$-35,719
2022	$64,960	$116,574	$1,137,218	$-51,614
2021	$981,031	$92,929	$1,188,832	$888,102
2019	$104,298	$124,393	$318,717	$-20,095
2018	$135,152	$146,813	$342,007	$-11,661

SAN DIEGUITO HERITAGE MUSEUM