Museum of the San Ramon Valley (EIN 680037505) - 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

1985

Legal Domicile

Phone

9258373750

Tax Period

2025-01-01 to 2025-12-31

Museum of the San Ramon Valley, founded in 1985, is a small nonprofit in the Arts, Culture & Humanities sector that reported $331K in total revenue in fiscal year 2025. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $309K left a modest 7% surplus.

Mission

The Museum of San Ramon Valley is dedicated to preserving and interpreting the San Ramon Valleys history and heritage through exhibits, tours, archival collections, and special programs for the public and students.

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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 (2025)

Revenue Breakdown

Contributions & Grants $250,560

Program Service Revenue $45,762

Investment Income $31,673

Other Revenue $3,496

TOTAL REVENUE $331,491

Expense Breakdown

Grants Paid $0

Salaries & Benefits $107,722

Fundraising Expenses $11,557

Program Expenses $187,274

Other Expenses $201,204

TOTAL EXPENSES $308,926

Year-over-Year Comparison

	2025	2024	Change
Revenue	$331,491	$288,278	+0.1%
Expenses	$308,926	$282,895	+0.1%
Net Income	$22,565	$5,383	+3.2%

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

118

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

$54,050

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dan Dunn	Executive Dir	40.00	Key Emp	$54,050	$0	$54,050
Lani Aurelius	President	5.00	Key Emp	$0	$0	$0
Bill Clarkson	Vice President	5.00	Key Emp	$0	$0	$0
Mary Frandsen	Treasurer & Secretary	5.00	Key Emp	$0	$0	$0
Newell Arnerich	Director	5.00	Director	$0	$0	$0
Blair Barry	Director	5.00	Director	$0	$0	$0
Jan Berckefeldt	Director	5.00	Director	$0	$0	$0
Terry Koehne	Director	5.00	Director	$0	$0	$0
Beverly Lane	Director	5.00	Director	$0	$0	$0
John Kubas	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
2025	$331,491	$308,926	$1,375,202	$22,565
2024	$288,278	$282,895	$1,407,275	$5,383
2023	$253,557	$234,308	$1,362,748	$19,249
2022	$254,664	$245,129	$1,352,471	$9,535
2021	$204,027	$190,245	$1,377,235	$13,782
2020	$162,992	$194,304	$1,268,290	$-31,312
2019	$250,669	$222,841	$1,305,964	$27,828
2018	$219,526	$213,086	$1,284,626	$6,440

Museum of the San Ramon Valley