Point Fermin Lighthouse Society (EIN 562498078) - 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

2005

Legal Domicile

Principal Officer

Martha McKinzie

Phone

3108312185

Tax Period

2020-01-01 to 2020-12-31

Point Fermin Lighthouse Society, founded in 2005, is a small nonprofit in the Arts, Culture & Humanities sector that reported $205K in total revenue in fiscal year 2020. Revenue surged 656% from the prior year, signaling strong growth momentum. The organization ran a surplus of $196K, a strong 96% operating margin.

Mission

The Point Fermin Lighthouse Society's mission is to (1) support the rehabilitation, restoration, and preservation of the Point Fermin Lighthouse and its history in Point Fermin Park, (2) publish a newsletter to inform members and other interested parties, (3) educate and inform the public regarding lighthouses and maritime history, and (5) interpret and furnish the interior of the Point Fermin Lighthouse.

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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 (2020)

Revenue Breakdown

Contributions & Grants $193,491

Program Service Revenue $10,449

Investment Income $1,162

Other Revenue $320

TOTAL REVENUE $205,422

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,447

Other Expenses $9,194

TOTAL EXPENSES $9,194

Year-over-Year Comparison

	2020	2019	Change
Revenue	$205,422	$27,158	+6.6%
Expenses	$9,194	$18,154	-0.5%
Net Income	$196,228	$9,004	+20.8%

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
Martha McKinzie	President	2.00	Officer Director	$0	$0	$0
Angie Martinez	Director	0.00	Director	$0	$0	$0
Lisa Jimenez	Membership	1.00	Officer Director	$0	$0	$0
Tom Budar	CFO & VP	5.00	Officer Director	$0	$0	$0
Diane Bertelsen	Director	0.00	Director	$0	$0	$0
Ann Norton	Director	0.00	Director	$0	$0	$0
Sally Davies	Director	0.00	Director	$0	$0	$0
Joe McKinzie	Director	0.00	Director	$0	$0	$0
Nancy Budar	Secretary	1.00	Officer Director	$0	$0	$0
MaryLou Fourtane	Director	0.00	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
2025	No data	No data	No data	No data
2020	$205,422	$9,194	$355,085	$196,228

Point Fermin Lighthouse Society