Healdsburg Museum and Historical Society (EIN 942401543) - 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

1976

Legal Domicile

Principal Officer

Patrick Mukaida

Phone

7074816910

Tax Period

2023-01-01 to 2023-12-31

Healdsburg Museum and Historical Society, founded in 1976, is a small nonprofit that reported $260K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $331K exceeded revenue, resulting in a 27% operating deficit.

Mission

A standing installation in the principle gallery drawn from artifacts displayed on a rotational basis from the permanent collection, Temporary exhibits are also mounted which utilize items from the permanent collection and/or those borrowed from outside collectors.

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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 $164,114

Program Service Revenue $0

Investment Income $64,640

Other Revenue $31,294

TOTAL REVENUE $260,048

Expense Breakdown

Grants Paid $0

Salaries & Benefits $171,705

Fundraising Expenses $18,344

Program Expenses $114,236

Other Expenses $159,752

TOTAL EXPENSES $331,457

Year-over-Year Comparison

	2023	2022	Change
Revenue	$260,048	$295,824	-0.1%
Expenses	$331,457	$318,435	+0.0%
Net Income	$-71,409	$-22,611	+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

Total Directors

$77,573

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Holly Hoods	Executive Dir.	40.00	Director	$77,573	$0	$77,573
Susan Sheehy	Past President	5.00	Officer Director	$0	$0	$0
Clay Green	Director	1.00	Director	$0	$0	$0
Jan kiely	Director	1.00	Director	$0	$0	$0
Bob Pennypacker	Asst Treasurer	1.00	Officer Director	$0	$0	$0
Deborah Kravitz	Director	1.00	Director	$0	$0	$0
Mark McMullen	Director	1.00	Director	$0	$0	$0
Jane Rosenberg	Director	1.00	Director	$0	$0	$0
Patrick Mukaida	President	1.00	Officer Director	$0	$0	$0
Reta Munselle	Treasurer	5.00	Officer Director	$0	$0	$0
Frances Schierenbeck	Director	1.00	Director	$0	$0	$0
Fred Eisenhart	Vice President	5.00	Officer Director	$0	$0	$0
Caroline Bonita	Director	1.00	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	No data	No data	No data	No data
2023	$260,048	$331,457	$1,359,882	$-71,409
2022	$295,824	$318,435	$1,364,868	$-22,611
2021	$319,228	$308,166	$1,584,895	$11,062
2020	$237,042	$263,486	$1,550,731	$-26,444
2019	$341,833	$363,642	$1,543,334	$-21,809
2018	$404,493	$238,967	$1,439,912	$165,526

Healdsburg Museum and Historical Society