San Francisco Historical Society (EIN 680104888) - 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

2002

Legal Domicile

Phone

4155371105

Tax Period

2023-01-01 to 2023-12-31

San Francisco Historical Society, founded in 2002, is a community nonprofit in the Unknown sector that reported $1.9M in total revenue in fiscal year 2023. Revenue surged 138% from the prior year, signaling strong growth momentum. The organization ran a surplus of $884K, a strong 46% operating margin.

Mission

To provide services to the public that enable the understanding and appreciation of the history of San Francisco.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,743,853

Program Service Revenue $145,622

Investment Income $964

Other Revenue $12,526

TOTAL REVENUE $1,902,965

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,179

Fundraising Expenses $12,941

Program Expenses $997,079

Other Expenses $1,017,468

TOTAL EXPENSES $1,018,647

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,902,965	$799,984	+1.4%
Expenses	$1,018,647	$844,468	+0.2%
Net Income	$884,318	$-44,484	-20.9%

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
Christopher Aguilar	Director	1.00	Director	$0	$0	$0
Thomas Owens	President	1.00	Officer Director	$0	$0	$0
Joe Barkett	Vice President	1.00	Officer Director	$0	$0	$0
Kevin Pursglove	Secretary	1.00	Officer Director	$0	$0	$0
Jack Lapidos	Treasurer	1.00	Officer Director	$0	$0	$0
Balbir Patpatia	Director	1.00	Director	$0	$0	$0
Thomas Gille	Director	1.00	Director	$0	$0	$0
Richard Corriea	Director	1.00	Director	$0	$0	$0
Thomas Culligan	Director	1.00	Director	$0	$0	$0
Lisa Fung	Director	1.00	Director	$0	$0	$0
Richard S E Johns	Director	1.00	Director	$0	$0	$0
Richel Makool	Director	1.00	Director	$0	$0	$0
Donald Ferguson Reid	Director	1.00	Director	$0	$0	$0
Richard Storek	Director	1.00	Director	$0	$0	$0
Lana Costantini	Publishing	1.00	Director	$0	$0	$0
John Briscoe	Director	1.00	Director	$0	$0	$0
Michael Raddie	Director	1.00	Director	$0	$0	$0
David Fishman	Director	1.00	Director	$0	$0	$0
Diane L Gibson	Director	1.00	Director	$0	$0	$0
Cynthia So Schroeder	Director	1.00	Director	$0	$0	$0
David Kvaratskhelia	Director	1.00	Director	$0	$0	$0
Kevin O'Brien	Executive Dir.	1.00	Director	$0	$0	$0
Chris Griffith	Membership Coor	1.00	Director	$0	$0	$0
Jim Butcher	Finance	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	$1,902,965	$1,018,647	$1,093,826	$884,318
2022	$799,984	$844,468	$177,461	$-44,484
2021	$484,504	$585,197	$248,000	$-100,693
2020	$485,148	$554,808	$370,982	$-69,660
2019	$303,537	$538,218	$396,284	$-234,681
2018	$277,037	$299,331	$646,467	$-22,294

San Francisco Historical Society