PENASCO VALLEY HISTORICAL PRESERVATION SOCIETY (EIN 871266382) - 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

2021

Legal Domicile

Principal Officer

ALFRED T ROMERO

Phone

5056810275

Tax Period

2025-01-01 to 2025-12-31

PENASCO VALLEY HISTORICAL PRESERVATION SOCIETY, founded in 2021, is a small nonprofit in the Arts, Culture & Humanities sector that reported $334K in total revenue in fiscal year 2025. The organization ran a surplus of $156K, a strong 47% operating margin.

Mission

TO RESTORE AND PRESERVE THE ST. ANTHONY PAROCHIAL SCHOOL, FORMERLY THE PENASCO HIGH SCHOOL, IN PENASCO, NM BECAUSE OF ITS HISTORICAL SIGNIFICANCE TO THE PENASCO VALLEY.

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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 $332,927

Program Service Revenue $0

Investment Income $985

Other Revenue $-67

TOTAL REVENUE $333,845

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $20,187

Program Expenses $108,118

Other Expenses $177,128

TOTAL EXPENSES $178,128

Year-over-Year Comparison

	2025	2024	Change
Revenue	$333,845	$336,487	0.0%
Expenses	$178,128	$97,431	+0.8%
Net Income	$155,717	$239,056	-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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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
ALFRED T ROMERO	PRESIDENT	20.00	Officer Director	$0	$0	$0
KAORI LOPEZ	VICE-PRESIDE	20.00	Officer Director	$0	$0	$0
ESTEBAN LOPEZ	SECRETARY	10.00	Officer Director	$0	$0	$0
LOUELLA RODRIGUEZ	COMMUNITY RE	10.00	Director	$0	$0	$0
MARIAN FASTWOLF	TREASURER	20.00	Officer 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	$333,845	$178,128	$628,521	$155,717
2024	No data	No data	No data	No data

PENASCO VALLEY HISTORICAL PRESERVATION SOCIETY