HERITAGE CASTLE MUSEUM

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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

2014

Legal Domicile

Principal Officer

CHARLOTTE GINSBURG

Phone

3108354972

Tax Period

2018-01-01 to 2018-12-31

HERITAGE CASTLE MUSEUM, founded in 2014, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $10K in total revenue in fiscal year 2018. Revenue fell 99% from the prior year — a significant decline worth monitoring. Expenses of $21K exceeded revenue, resulting in a 117% operating deficit.

Mission

THE ORGANIZATION WILL TELL THE HISTORY OF THE PALOS VERDES PENINSULA IN CALIFORNIA. IT PLANS TO CARRY OUT THIS FUNCTION IN THE SETTING OF A MUSEUM.

Program Service Accomplishments

Program 1

THE ORGANIZATION WILL TELL THE HISTORY OF THE PALOS VERDES PENINSULA IN CALIFORNIA. IT PLANS TO CARRY OUT THIS FUNCTION IN THE SETTING OF A 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 (2018)

Revenue Breakdown

Contributions & Grants $200

Program Service Revenue $0

Investment Income $9,313

Other Revenue $0

TOTAL REVENUE $9,513

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $20,674

TOTAL EXPENSES $20,674

Year-over-Year Comparison

	2018	2017	Change
Revenue	$9,513	$1,012,787	-1.0%
Expenses	$20,674	$1,229	+15.8%
Net Income	$-11,161	$1,011,558	-1.0%

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

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
CHARLOTTE GINSBURG	PRESIDENT	1.00	Officer Director	$0	$0	$0
ALLEN GINSBURG	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
ANDREA VONA	DIRECTOR	0.50	Director	$0	$0	$0
THERESA DUNCAN	DIRECTOR	0.50	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	$9,513	$20,674	$1,904,426	$-11,161