THE HERITAGE SOCIETY OF PACIFIC GR… - Form 990 Financial Data

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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

1978

Legal Domicile

Phone

8313722898

Tax Period

2025-01-01 to 2025-12-31

THE HERITAGE SOCIETY OF PACIFIC GROVE, founded in 1978, is a small nonprofit that reported $634K in total revenue in fiscal year 2025. Revenue surged 286% from the prior year, signaling strong growth momentum. The organization ran a surplus of $595K, a strong 94% operating margin.

Mission

TO FOSTER AN APPRECIATION OF PACIFIC GROVE'S HISTORICAL AND ARCHITECTURAL RESOURCES THROUGH PRESERVATION AND PUBLIC EDUCATION.

Program Service Accomplishments

Program 1

Expenses: $19,118

HISTORIC PRESERVATION & MAINTENANCE

Program 2

Expenses: $2,524

AWARDS AND PLAQUES FOR HISTORIC HOMES

Program 3

Expenses: $1,498

NEWSLETTERS AND HISTORICAL PUBLICATIONS

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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 $608,861

Program Service Revenue $0

Investment Income $21,452

Other Revenue $3,667

TOTAL REVENUE $633,980

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,859

Program Expenses $23,140

Other Expenses $38,569

TOTAL EXPENSES $38,569

Year-over-Year Comparison

	2025	2024	Change
Revenue	$633,980	$164,269	+2.9%
Expenses	$38,569	$21,297	+0.8%
Net Income	$595,411	$142,972	+3.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN HONEGGER	President	30.00	Officer	$0	$0	$0
MARK TRAVAILLE	Vice President	20.00	Officer	$0	$0	$0
JEANNIE ANTON	Secretary	20.00	Officer	$0	$0	$0
JAMES MICHAEL GROSHONG	Treasurer	20.00	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	$633,980	$38,569	$811,232	$595,411

THE HERITAGE SOCIETY OF PACIFIC GROVE