SANTA MARIA VALLEY DISCOVERY MUSEUM (EIN 770354168) - 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

1992

Legal Domicile

Phone

8059288414

Tax Period

2023-07-01 to 2024-06-30

SANTA MARIA VALLEY DISCOVERY MUSEUM, founded in 1992, is a small nonprofit that reported $312K in total revenue in fiscal year 2023.

Mission

SMVDM IS A CALIFORNIA PUBLIC BENEFIT CORPORATION WHOSE MISSION IS TO FOSTER FAMILY AND YOUTH INSPIRED LEARINING BY CREATING EXPERIENCES TO EXPLORE OURSELVES, OUR VALLEY, OUR WORLD, AND BEYOND. SMVDM SERVES SCHOOLS, FAMILIES, AND YOUTH GROUPS IN THE CENTRAL COAST REGION OF CALIFORNIA.

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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 $94,607

Program Service Revenue $151,633

Investment Income $0

Other Revenue $65,821

TOTAL REVENUE $312,061

Expense Breakdown

Grants Paid $0

Salaries & Benefits $165,870

Fundraising Expenses $22,272

Program Expenses $197,796

Other Expenses $175,614

TOTAL EXPENSES $341,484

Year-over-Year Comparison

	2023	2022	Change
Revenue	$312,061	$298,530	+0.0%
Expenses	$341,484	$261,126	+0.3%
Net Income	$-29,423	$37,404	-1.8%

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

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
DAVE MACHIN	President	2.00	Officer Director	$0	$0	$0
CAROL COSSA	Vice President	2.00	Officer Director	$0	$0	$0
NISA MOREY	Secretary	2.00	Officer Director	$0	$0	$0
DAVE WRIGHT	Treasurer	2.00	Officer Director	$0	$0	$0
JESSA BROOKS	Member	2.00	Director	$0	$0	$0
TODD SANDERS	Member	2.00	Director	$0	$0	$0
JEFF BARNES	Member	2.00	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
2024	$312,061	$341,484	$581,447	$-29,423
2023	$298,530	$261,126	$609,135	$37,404
2022	$167,963	$179,200	$574,582	$-11,237
2021	$82,787	$180,719	$603,434	$-97,932
2020	$162,803	$406,443	$745,303	$-243,640
2019	$434,899	$439,956	$556,229	$-5,057
2018	$689,015	$534,231	$558,119	$154,784

SANTA MARIA VALLEY DISCOVERY MUSEUM