PALO ALTO HISTORY MUSEUM

EIN: 770634933 501(c)(3) Arts, Culture & Humanities

PALO ALTO, CA

Total Revenue
$5,875,207
Total Expenses
$466,442
Total Assets
$26,849,569
Net Assets
$26,733,341
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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
2004
Legal Domicile
CA
Principal Officer
HON HELENE WHEELER
Phone
6503223089
Tax Period
2024-07-01 to 2025-06-30

PALO ALTO HISTORY MUSEUM, founded in 2004, is a community nonprofit in the Arts, Culture & Humanities sector that reported $5.9M in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $5.4M, a strong 92% operating margin.

Mission

THROUGH DYNAMIC EXHIBITS, EVENTS, EDUCATION, AND EXPERIENCES FOR ALL AGES, THE PALO ALTO MUSEUM PRESERVES AND SHARES LOCAL STORIES, STRENGTHENS COMMUNITY, AND INSPIRES A BRIGHTER FUTURE.

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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 $5,805,976
Program Service Revenue $0
Investment Income $52,561
Other Revenue $16,670
TOTAL REVENUE $5,875,207

Expense Breakdown

Grants Paid $0
Salaries & Benefits $166,557
Fundraising Expenses $136,013
Program Expenses $173,605
Other Expenses $299,885
TOTAL EXPENSES $466,442

Year-over-Year Comparison

2024 2023 Change
Revenue $5,875,207 $7,591,120 -0.2%
Expenses $466,442 $325,296 +0.4%
Net Income $5,408,765 $7,265,824 -0.3%
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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Governance

Voting Members
18
Independent Members
18
Employees
1
Volunteers
20

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
8
$150,075
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RICHARD GREEN PRESIDENT 20.00
Officer Director
$0 $0 $0
PATRICIA SANDERS VICE-PRESIDENT 5.00
Officer Director
$0 $0 $0
NELSON NG RECORDING SECRETARY 4.00
Officer Director
$0 $0 $0
BARBARA WALLACE CORRESPONDING SECRETARY 4.00
Officer Director
$0 $0 $0
HON LANIE WHEELER TREASURER 4.00
Officer Director
$0 $0 $0
MONICA YEUNG ARIMA BOARD MEMBER 4.00
Director
$0 $0 $0
HON KAREN HOLMAN BOARD MEMBER 4.00
Director
$0 $0 $0
JOHN W KING FINANCE COMMITTEE CHAIR 4.00
Officer Director
$0 $0 $0
DOUG KREITZ NOMINATING CHAIR, TEEN COU 4.00
Officer Director
$0 $0 $0
HAL MICKELSON BOARD MEMBER 4.00
Director
$0 $0 $0
JOHN C NORTHWAY BOARD MEMBER 4.00
Director
$0 $0 $0
STEVE STAIGER BOARD MEMBER 4.00
Director
$0 $0 $0
HON TOM DUBOIS BOARD MEMBER 4.00
Director
$0 $0 $0
MARK FLORANT BOARD MEMBER 4.00
Director
$0 $0 $0
MEGAN SWEZEY FORGARTY BOARD MEMBER 4.00
Director
$0 $0 $0
HON JOSEPH H HUBER BOARD MEMBER 4.00
Director
$0 $0 $0
SERGIO MELLO BOARD MEMBER 4.00
Director
$0 $0 $0
ROBERT VILLARREAL BOARD MEMBER 4.00
Director
$0 $0 $0
DIANE MOON CHIEF OPERATIONS OFFICER 40.00
Officer
$150,075 $0 $150,075
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 $5,875,207 $466,442 $26,849,569 $5,408,765
2024 $7,591,120 $325,296 $22,244,874 $7,265,824
2023 $2,511,392 $205,945 $14,537,591 $2,305,447
2022 $199,534 $165,788 $2,385,029 $33,746
2021 $134,025 $281,916 $2,392,292 $-147,891
2020 $277,546 $354,983 $2,540,160 $-77,437
2019 $971,485 $294,811 $2,576,641 $676,674
2018 $351,246 $219,230 $1,900,011 $132,016
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