HISTORY CLUB OF LOS GATOS

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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

1907

Legal Domicile

Phone

4083549825

Tax Period

2023-07-01 to 2024-06-30

HISTORY CLUB OF LOS GATOS, founded in 1907, is a micro nonprofit that reported $84K in total revenue in fiscal year 2023. Revenue fell 55% from the prior year — a significant decline worth monitoring. Expenses of $73K left a modest 13% surplus.

Mission

ENHANCE PROGRAMS OF LOCAL TAX EXEMPT ORGANIZATIONS THROUGH GRANTS TO 501(C)(3) AND (4) ENTITIES.

Program Service Accomplishments

Program 1

Expenses: $63,108 Revenue: $1,569

ENHANCE PROGRAMS OF LOCAL TAX EXEMPT ORGANIZATIONS THROUGH GRANTS TO 501(C)(3) AND (4) ENTITIES.

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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 $25,926

Program Service Revenue $0

Investment Income $46

Other Revenue $57,680

TOTAL REVENUE $83,652

Expense Breakdown

Grants Paid $6,049

Salaries & Benefits $36,364

Fundraising Expenses $0

Program Expenses $63,108

Other Expenses $30,272

TOTAL EXPENSES $72,685

Year-over-Year Comparison

	2023	2022	Change
Revenue	$83,652	$186,309	-0.6%
Expenses	$72,685	$72,800	0.0%
Net Income	$10,967	$113,509	-0.9%

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

N/A

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

$4,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THERESE WIESE	TREASURER/RENT	30.00	Officer	$4,800	$0	$4,800
DIANA CRAWFORD	President	2.00	Officer	$0	$0	$0
DIANA PLEASANT	Secretary	12.00	Officer	$0	$0	$0
CELESTE MARTIN MELEHAN	Secretary	2.00	Officer	$0	$0	$0
JOY SILVERIRA	CATS TALE EDIT	9.00	Officer	$0	$0	$0
LEANN CLINTON	WEB DESIGNER	8.00	Officer	$0	$0	$0
KATHY CERRITO	COMMUNICATIONS	4.00	Officer	$0	$0	$0
PAT BAKER	AUDITOR	1.00	Officer	$0	$0	$0
VIKKI PEARCE	PAST-PRESIDENT	12.00	Officer	$0	$0	$0
JAMIE SCHWARZFELD	Vice President	12.00	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	$83,652	$72,685	$435,037	$10,967
2023	$186,309	$72,800	$424,070	$113,509