FRIENDS OF THE JOAQUIN MORAGA ADOBE (EIN 800579769) - 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

2010

Legal Domicile

Principal Officer

KENT LONG

Phone

9253306726

Tax Period

2024-01-01 to 2024-12-31

FRIENDS OF THE JOAQUIN MORAGA ADOBE, founded in 2010, is a small nonprofit in the Arts, Culture & Humanities sector that reported $515K in total revenue in fiscal year 2024. Revenue surged 623% from the prior year, signaling strong growth momentum. The organization ran a surplus of $459K, a strong 89% operating margin.

Mission

RESTORATION AND PRESERVATION OF THE JOAQUIN MORAGA ADOBE, THE OLDEST RESIDENCE IN CONTRA COSTA COUNTY, LOCATED IN ORINDA, CA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $512,995

Program Service Revenue $0

Investment Income $2,018

Other Revenue $0

TOTAL REVENUE $515,013

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $56,242

Other Expenses $56,242

TOTAL EXPENSES $56,242

Year-over-Year Comparison

	2024	2023	Change
Revenue	$515,013	$71,282	+6.2%
Expenses	$56,242	$14,591	+2.9%
Net Income	$458,771	$56,691	+7.1%

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
KENT LONG	President	10.00	Officer Director	$0	$0	$0
TANIA DEGROOT	Vice President	5.00	Officer Director	$0	$0	$0
JEFF BOREO	Secretary	5.00	Officer Director	$0	$0	$0
MARGARET BECK	Treasurer	5.00	Officer Director	$0	$0	$0
LANCE BEESON	BOARD MEMBER	3.00	Director	$0	$0	$0
SB MASTER	BOARD 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
2024	$515,013	$56,242	$1,189,085	$458,771
2023	$71,282	$14,591	$730,314	$56,691
2022	$42,257	$4,760	$673,623	$37,497
2021	$228,634	$11,165	$636,126	$217,469
2020	$181,635	$3,440	$418,657	$178,195

FRIENDS OF THE JOAQUIN MORAGA ADOBE