Pajaro Valley Historical Association (EIN 941663161) - 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

1956

Legal Domicile

Principal Officer

Chuck Allen

Phone

8317220305

Tax Period

2024-01-01 to 2024-12-31

Pajaro Valley Historical Association, founded in 1956, is a small nonprofit in the Arts, Culture & Humanities sector that reported $155K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Net assets of $1.9M represent 145 months of operating reserves.

Mission

Restoration and preservation of historical buildings, property and archived historical documents.

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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 $81,135

Program Service Revenue $0

Investment Income $29,438

Other Revenue $44,837

TOTAL REVENUE $155,410

Expense Breakdown

Grants Paid $0

Salaries & Benefits $35,463

Fundraising Expenses $0

Program Expenses $101,957

Other Expenses $132,968

TOTAL EXPENSES $168,431

Year-over-Year Comparison

	2024	2023	Change
Revenue	$155,410	$134,082	+0.2%
Expenses	$168,431	$162,700	+0.0%
Net Income	$-13,021	$-28,618	-0.5%

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

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
Luann Lauesen	Secretary	5.00	Officer Director	$0	$0	$0
Grayson Moore	Director	5.00	Director	$0	$0	$0
Kenneth Dobler	Director	5.00	Director	$0	$0	$0
Virginia Avila	Director	5.00	Director	$0	$0	$0
Peter Navarro	Director	5.00	Director	$0	$0	$0
Tony Scurich	Director	5.00	Director	$0	$0	$0
Chuck Allen	President	5.00	Officer Director	$0	$0	$0
Ralph Jacobs	Treasurer	10.00	Officer Director	$0	$0	$0
Phil Ybarra	Director	5.00	Director	$0	$0	$0
Cathy Mello	Director	5.00	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
2024	$155,410	$168,431	$1,879,479	$-13,021
2023	$134,082	$162,700	$1,892,500	$-28,618
2022	$154,022	$156,099	$1,921,118	$-2,077
2021	$173,217	$151,714	$1,923,195	$21,503
2020	$141,627	$139,452	$1,900,607	$2,175
2019	$166,360	$178,318	$1,898,816	$-11,958
2018	$112,740	$137,110	$1,907,710	$-24,370

Pajaro Valley Historical Association