PLEASANT VALLEY HISTORICAL SOCIETY

EIN: 770053272 501(c)(3)

Camarillo, CA

Total Revenue
$252,376
Total Expenses
$624,515
Total Assets
$287,200
Net Assets
$287,200
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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
1967
Legal Domicile
CA
Principal Officer
Mary Ann Novak
Phone
8054823660
Tax Period
2024-07-01 to 2025-06-30

PLEASANT VALLEY HISTORICAL SOCIETY, founded in 1967, is a small nonprofit that reported $252K in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. Expenses of $625K exceeded revenue, resulting in a 147% operating deficit.

Mission

We provide a free local history museum

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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 (2024)

Revenue Breakdown

Contributions & Grants $137,620
Program Service Revenue $0
Investment Income $114,756
Other Revenue $0
TOTAL REVENUE $252,376

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $624,515
Other Expenses $624,515
TOTAL EXPENSES $624,515

Year-over-Year Comparison

2024 2023 Change
Revenue $252,376 $177,177 +0.4%
Expenses $624,515 $185,937 +2.4%
Net Income $-372,139 $-8,760 +41.5%
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

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Governance

Voting Members
22
Independent Members
22
Employees
N/A
Volunteers
150

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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Robert Rust Treasurer 35
Officer
$0 $0 $0
Debra Thiessen Secretary 15
Officer
$0 $0 $0
Mary Ann Novak President 25
Officer
$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 $252,376 $624,515 $287,200 $-372,139
2024 $177,177 $185,937 $659,339 $-8,760
2023 $171,551 $137,757 $613,770 $33,794
2022 $185,594 $78,208 $579,976 $107,386
2021 $206,119 $132,433 $472,590 $73,686
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