Native Sons of the Golden West Piedmont Parlor 120 (EIN 940708989) - 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

1888

Legal Domicile

Principal Officer

Paul Berlin

Phone

5109097243

Tax Period

2024-01-01 to 2024-12-31

Native Sons of the Golden West Piedmont Parlor 120, founded in 1888, is a micro nonprofit that reported $56K in total revenue in fiscal year 2024. The organization ran a surplus of $32K, a strong 56% operating margin.

Mission

The mission of the Native Sons of the Golden West is to preserve the history of the State of California. The primary mission is to preserve the spirit of the Days of 49 and the history 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 (2024)

Revenue Breakdown

Contributions & Grants $4,470

Program Service Revenue $0

Investment Income $51,950

Other Revenue $0

TOTAL REVENUE $56,420

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,600

Other Expenses $24,802

TOTAL EXPENSES $24,802

Year-over-Year Comparison

	2024	2023	Change
Revenue	$56,420	N/A	N/A
Expenses	$24,802	N/A	N/A
Net Income	$31,618	N/A	N/A

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dan Ryan	Trustee	5.00	Director	$0	$0	$0
Thomas Walker	Trustee	5.00	Director	$0	$0	$0
Jeff Peterson	Trustee	5.00	Director	$0	$0	$0
Paul Berlin	Secretary	5.00	Officer	$0	$0	$0
Mike Menzel	President	5.00	Officer	$0	$0	$0
David Flyle	First vice president	5.00	Officer	$0	$0	$0
Kevin NcNally	Second vice presdent	5.00	Officer	$0	$0	$0
Manny Aquino	Treasurer	5.00	Officer	$0	$0	$0
Warren Davis	Insentinel	5.00	Officer	$0	$0	$0
Richard Cantua	Outside sentinel	5.00	Officer	$0	$0	$0
Mark Withrow	Marshall	5.00	Officer	$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	$56,420	$24,802	$785,490	$31,618
2018	$23,300	$24,878	$674,438	$-1,578

Native Sons of the Golden West Piedmont Parlor 120