Grand Parlor of the Native Sons of the Golden West (EIN 940519020) - 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

1938

Legal Domicile

Principal Officer

Thomas W Perazzo

Phone

4153921223

Tax Period

2023-06-01 to 2024-05-31

Grand Parlor of the Native Sons of the Golden West, founded in 1938, is a small nonprofit that reported $464K in total revenue in fiscal year 2023. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $80K, a strong 17% operating margin.

Mission

Functions and activities for members and/or the public to Preserve the History of the State of California.

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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 (2023)

Revenue Breakdown

Contributions & Grants $298,583

Program Service Revenue $0

Investment Income $164,235

Other Revenue $1,029

TOTAL REVENUE $463,847

Expense Breakdown

Grants Paid $0

Salaries & Benefits $107,622

Fundraising Expenses $0

Program Expenses $98,983

Other Expenses $275,857

TOTAL EXPENSES $383,479

Year-over-Year Comparison

	2023	2022	Change
Revenue	$463,847	$295,780	+0.6%
Expenses	$383,479	$362,436	+0.1%
Net Income	$80,368	$-66,656	-2.2%

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

Volunteers

N/A

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

$31,136

Total Directors

$31,136

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Thomas W Perazzo	Grand Sec / COO	25.00	Officer Director	$31,136	$0	$31,136
Dennis Valerio	Grd Trustee Sec	3.00	Director	$0	$0	$0
Tim Tullius	Grand Treas/CFO	7.00	Officer Director	$0	$0	$0
Steve McLean	Grand Pres/CEO	7.00	Officer Director	$0	$0	$0
Kris Nelson	Grand 2nd VP	4.00	Director	$0	$0	$0
Brice Walker	Grand 3rd VP	25.00	Director	$0	$0	$0
Sean Padgett	Gr Inside Sent	3.00	Director	$0	$0	$0
Larry Schork	Grand Trustee	3.50	Director	$0	$0	$0
George Adams	Jr Pst Grd Pres	3.00	Director	$0	$0	$0
Doug Love	Grd Trust Chair	6.00	Director	$0	$0	$0
Tim Prince	Grand Trustee	3.00	Director	$0	$0	$0
Steve Reinert	Grand Trustee	3.00	Director	$0	$0	$0
Burt Winn	Grand Trustee	3.00	Director	$0	$0	$0
Marcia Skelton	Grand Trustee	6.00	Director	$0	$0	$0
Dave Schaefer	Grd Outside Sen	3.00	Director	$0	$0	$0
Jason Wilson	Grand Organist	1.00	Director	$0	$0	$0
Dick Wentling	Grand Historian	2.00	Director	$0	$0	$0
Tommy Baggett	Grand Marshall	1.00	Director	$0	$0	$0
Gary Padgett	Grd 1st VP	3.00	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	No data	No data	No data	No data
2024	$463,847	$383,479	$862,352	$80,368
2023	$295,780	$362,436	$807,331	$-66,656
2022	$452,912	$385,736	$873,641	$67,176
2021	$515,552	$346,057	$799,398	$169,495
2020	$364,321	$348,923	$608,713	$15,398
2019	$407,588	$350,355	$594,787	$57,233

Grand Parlor of the Native Sons of the Golden West