FRIENDS OF THE JOAQUIN MORAGA ADOBE

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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

2025-01-01 to 2025-12-31

FRIENDS OF THE JOAQUIN MORAGA ADOBE, founded in 2010, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $58K in total revenue in fiscal year 2025. Revenue fell 89% from the prior year — a significant decline worth monitoring. Expenses of $75K exceeded revenue, resulting in a 29% operating deficit.

Mission

Our mission is to transform the Joaquin Moraga Adobe, a State Historic Landmark and National Register property, into a History and Learning Center dedicated to the preservation and interpretation of the early settling of Californias East Bay region, with the focus on the Rancho period, between the Mission period and the Gold Rush.

Program Service Accomplishments

Program 1

Expenses: $75,391

PURCHASE OF JOAQUIN MORAGA ADOBE FROM DEVELOPER, IMPROVING THE PROPERTY, AND PREPARING FOR THE MUSEUM TO OPEN IN 2026.

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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 (2025)

Revenue Breakdown

Contributions & Grants $54,667

Program Service Revenue $0

Investment Income $3,703

Other Revenue $0

TOTAL REVENUE $58,370

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $75,391

Other Expenses $75,391

TOTAL EXPENSES $75,391

Year-over-Year Comparison

	2025	2024	Change
Revenue	$58,370	$515,013	-0.9%
Expenses	$75,391	$56,242	+0.3%
Net Income	$-17,021	$458,771	-1.0%

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
2025	$58,370	$75,391	$1,172,064	$-17,021
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