Saratoga Historical Foundation

EIN: 510178189 501(c)(3)

Saratoga, CA

Total Revenue
$56,870
Total Expenses
$187,642
Total Assets
$723,261
Net Assets
$723,261
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Financial Trends

Organization Details

Formation Year
1962
Legal Domicile
CA
Principal Officer
Annette Stransky
Phone
4088674311
Tax Period
2023-01-01 to 2023-12-31

Saratoga Historical Foundation, founded in 1962, is a micro nonprofit that reported $57K in total revenue in fiscal year 2023. Revenue fell 78% from the prior year — a significant decline worth monitoring. Expenses of $188K exceeded revenue, resulting in a 230% operating deficit.

Mission

The mission of the Saratoga Historical Foundation is to preserve the rich history of Saratoga for the education and enjoyment of the community.

Program Service Accomplishments

Program 1
Expenses: $168,916 Revenue: $2,051

The mission of the Saratoga Historical foundation is to preserve the unique history for the education and enjoyment of the community.The Saratoga Historical Foundation delivered three lectures as...

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The mission of the Saratoga Historical foundation is to preserve the unique history for the education and enjoyment of the community.The Saratoga Historical Foundation delivered three lectures as part of our historical lecture series: Past and Present Farms in Santa Clara Valley with Noted orchardist Andy Mariani; The Valley of Hearts Delight: True Tales Around the Bay with Author Robin Chapman; From the Historic Heritage to the Vast Valley FloorA Postcard History of the Paul Masson Winery with Postcard Historians Alice Van Ommeren and Gail Unzelman; and Big Basin Redwood Forest and Californias Oldest Park, by author Dr. Traci Bliss. Three exhibits were delivered Hearts, Leprechauns and Fools focusing on over 30 holidays held in the US; Strike While the Iron is Hot on the work of the blacksmith during the 1850s and Forging a New Community highlighting the work of the blacksmith in 1850 in the lobby of the Saratoga Library for 3 months. President Annette Stransky gave two presentations the communityFoothill Club received a presentation on the work of the blacksmith and the Saratoga Library on the history of the Saratoga library. The Blossom Festival, a community wide festival with historic roots, was produced by the Saratoga Historical Foundation in the Heritage Orchard, Civic Center Courtyard, and Warren Hutton Heritage House. The festival included antique cars, handmade crafts, gourmet food trucks, petting zoo and history displays. Two fundraisers were held: Mah Jong party and dinner and tour of San Jose History Park. Three information tables were organized offering information on Saratoga Historical Foundation:4th of July celebration, Classic Car event and the State of the City. Walking Tours are available of our historic village. We also launched a new tourHistoric Oak Street. Other activities include photographing and managing donations of artifacts to our inventory records. An 8 page newsletter was delivered five times including interesting articles on California history and events. Holiday Reception3 volunteers and special treats provided for this event. Significant achievement was the completion of the 40 blacksmith exhibit. The addition of this building will please our education program as well as our older members. Education ProgramThe education program provided 8 days of Pioneer Living Classes. These classes take place in the museum, McWilliams House, one-room schoolhouse and patio. Towards the end of the year we had 3 more classes that included the blacksmith exhibit. Another highlight was for the first time we provided the Saratoga High School with a class for special education. Additionally the education team participated in Diversity Day at Los Gatos Museum with 7 other museums.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $62,508
Program Service Revenue $2,051
Investment Income $-9,195
Other Revenue $1,506
TOTAL REVENUE $56,870

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $168,916
Other Expenses $187,642
TOTAL EXPENSES $187,642

Year-over-Year Comparison

2023 2022 Change
Revenue $56,870 $257,770 -0.8%
Expenses $187,642 $403,709 -0.5%
Net Income $-130,772 $-145,939 -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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Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
53

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
4
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Annette Stransky President 30.00
Officer Director
$0 $0 $0
Ernie Kraule Vice President 2.00
Officer Director
$0 $0 $0
Barbara Marshall Secretary 2.00
Officer Director
$0 $0 $0
Carole Hardy Treasurer 2.00
Officer Director
$0 $0 $0
Linda Hagelin Board Member 1.00
Director
$0 $0 $0
Alexandra Nugent Board Member 1.00
Director
$0 $0 $0
Rina Shah Board Member 1.00
Director
$0 $0 $0
Marie LoPresto Board Member 1.00
Director
$0 $0 $0
Ping Li Board Member 1.00
Director
$0 $0 $0
Marilyn Marchetti Board Member 1.00
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 No data No data No data No data
2023 $56,870 $187,642 $723,261 $-130,772
2022 $257,770 $403,709 $836,320 $-145,939
2021 $40,465 $31,871 $1,086,653 $8,594
2020 $7,486 $34,544 $1,027,489 $-27,058
2019 $558,751 $67,025 $1,023,606 $491,726
2018 $121,884 $36,903 $427,421 $84,981
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