BAY VIEW HISTORICAL SOCIETY INC (EIN 391343954) - 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

1979

Legal Domicile

Principal Officer

JANE TAUGHER

Tax Period

2018-01-01 to 2018-12-31

BAY VIEW HISTORICAL SOCIETY INC, founded in 1979, is a micro nonprofit that reported $21K in total revenue in fiscal year 2018. Expenses of $32K exceeded revenue, resulting in a 53% operating deficit.

Mission

THE BAY VIEW HISTORICAL SOCIETY ENCOURAGES A SENSE OF COMMUNITY BY CONSERVING, CELEBRATING, AND SHARING BAY VIEWS HERITAGE.

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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 (2018)

Revenue Breakdown

Contributions & Grants $22,039

Program Service Revenue $0

Investment Income $0

Other Revenue $-1,100

TOTAL REVENUE $20,939

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,742

Program Expenses $12,305

Other Expenses $31,977

TOTAL EXPENSES $31,977

Year-over-Year Comparison

	2018	2017	Change
Revenue	$20,939	$21,689	0.0%
Expenses	$31,977	$28,131	+0.1%
Net Income	$-11,038	$-6,442	+0.7%

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

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
JANE TAUGHER	PRESIDENT	20.00	Officer Director	$0	$0	$0
HANNAH HAZELBERG	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
JOHN TOUTENHOOFD	TREASURER	10.00	Officer Director	$0	$0	$0
JOHN SARGENT	SECRETARY	10.00	Officer Director	$0	$0	$0
CHERYLANN KELLY	DIRECTOR	5.00	Director	$0	$0	$0
MARGARET HERZFELD	DIRECTOR	5.00	Director	$0	$0	$0
JOE SLIKER	DIRECTOR	5.00	Director	$0	$0	$0
ROBERT LENZ	DIRECTOR	5.00	Director	$0	$0	$0
JANE WINSTON	DIRECTOR	5.00	Director	$0	$0	$0
JAMES WINSTON	DIRECTOR	5.00	Director	$0	$0	$0
HEATHER TAYLOR	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
2018	$20,939	$31,977	$631,289	$-11,038

BAY VIEW HISTORICAL SOCIETY INC