LA RAZA HISTORICAL SOCIETY OF SANTA CLARA VALLEY (EIN 813429366) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2023

Legal Domicile

Principal Officer

Jesus Orosco

Phone

4086918135

Tax Period

2023-01-01 to 2023-12-31

LA RAZA HISTORICAL SOCIETY OF SANTA CLARA VALLEY, founded in 2023, is a small nonprofit in the Arts, Culture & Humanities sector that reported $326K in total revenue in fiscal year 2023. Revenue surged 165% from the prior year, signaling strong growth momentum. Expenses of $301K left a modest 8% surplus.

Mission

The purpose of the corporation is to promote and preserve the history of La Razain the Santa Clara Valley and to advocate for its legacy.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $325,923

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $325,923

Expense Breakdown

Grants Paid $227,251

Salaries & Benefits $12,000

Fundraising Expenses $2,663

Program Expenses $301,285

Other Expenses $62,034

TOTAL EXPENSES $301,285

Year-over-Year Comparison

	2023	2022	Change
Revenue	$325,923	$123,011	+1.6%
Expenses	$301,285	$107,718	+1.8%
Net Income	$24,638	$15,293	+0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$12,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Richard Alejandro	Treasurer	4.00	Officer	$0	$0	$0
Jesus Oroco	President	4.00	Officer	$0	$0	$0
Rosanna Alvarez	Vice President	4.00	Officer	$0	$0	$0
Joel Herrera	Secretary	4.00	Officer	$0	$0	$0
Bert Garcia	Director	2.00	Director	$0	$0	$0
Gregorio Mora-Torres	Director	4.00	Director	$0	$0	$0
Ramon Martinez	Director	4.00	Director	$0	$0	$0
Manolo Manuel Callahan	Director	4.00	Director	$12,000	$0	$12,000
Consuelo Rodriguez	Director	2.00	Director	$0	$0	$0
Steve Robles	Director	3.00	Director	$0	$0	$0
Fernando Perez	Director	2.00	Director	$0	$0	$0
Jose Posadas	Director	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
2023	$325,923	$301,285	$75,708	$24,638

LA RAZA HISTORICAL SOCIETY OF SANTA CLARA VALLEY