MONTEREY STATE HISTORIC PARK ASSN (EIN 510139529) - 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

2006

Legal Domicile

Principal Officer

LEE HENDERSON

Phone

8316497111

Tax Period

2024-01-01 to 2024-12-31

MONTEREY STATE HISTORIC PARK ASSN, founded in 2006, is a small nonprofit that reported $111K in total revenue in fiscal year 2024. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $95K left a modest 14% surplus.

Mission

TO SUPPORT INTERPRETATION, EDUCATIONAL PROGRAMS, AND SPECIAL EVENTS AT MONTEREY STATE HISTORIC PARK, MONTEREY CALIFORNIA. THE ASSOCIATION ASSISTS CALIFORNIA STATE PARKS BY RAISING FUNDS TO BE USED BY THE MONTEREY STATE HISTORIC PARK AND BY ASSISTING IN RECRUITING VOLUNTEER GUIDES/INTERPRETERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $14,446

Program Service Revenue $59,960

Investment Income $654

Other Revenue $35,564

TOTAL REVENUE $110,624

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,897

Program Expenses $76,544

Other Expenses $95,003

TOTAL EXPENSES $95,003

Year-over-Year Comparison

	2024	2023	Change
Revenue	$110,624	$328,518	-0.7%
Expenses	$95,003	$676,310	-0.9%
Net Income	$15,621	$-347,792	-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

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
BRIAN EDWARDS	TRUSTEE	N/A	Director	$0	$0	$0
LEE HENDERSON	PAST PRESIDE	N/A	Officer Director	$0	$0	$0
TOM NABOZNY	TRUSTEE	N/A	Director	$0	$0	$0
JASON REED	TREASURER	N/A	Officer Director	$0	$0	$0
MARIA SCHOETTLER	TRUSTEE	N/A	Director	$0	$0	$0
MIMI SHERIDAN	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
NICOLETTE EASON TROTTIER	PRESIDENT	N/A	Officer 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	$110,624	$95,003	$176,127	$15,621
2023	$328,518	$676,310	$152,872	$-347,792
2022	$111,680	$89,497	$503,026	$22,183
2019	$203,816	$72,500	$445,964	$131,316

MONTEREY STATE HISTORIC PARK ASSN