SONOMA VALLEY HISTORICAL SOCIETY

EIN: 942430797 501(c)(3) Arts, Culture & Humanities

SONOMA, CA

Total Revenue
$132,968
Total Expenses
$78,707
Total Assets
$537,037
Net Assets
$536,494
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1959
Legal Domicile
CA
Principal Officer
PATRICIA CULLINAN
Phone
7079381762
Tax Period
2023-01-01 to 2023-12-31

SONOMA VALLEY HISTORICAL SOCIETY, founded in 1959, is a small nonprofit in the Arts, Culture & Humanities sector that reported $133K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $54K, a strong 41% operating margin.

Mission

Significant Activities in 2019The Society fulfilled its mission with lectures on local or relevant historical subjects and through multiple exhibits in the Depot Park Museum. Other significant activities included: California Missions Paintings - The Society acquired and then restored the entire oil painting collection of California Missions by Mattie Fountain. History and Me, Third Grade Project-Through a grant from a donor, the program engaged third grade students in the history of their community and fulfilled Common Core Social Studies standards as well as involving mathematics and writing skills.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $86,864
Program Service Revenue $2,927
Investment Income $43,177
Other Revenue $0
TOTAL REVENUE $132,968

Expense Breakdown

Grants Paid $0
Salaries & Benefits $11,528
Fundraising Expenses $3,934
Program Expenses $62,964
Other Expenses $67,179
TOTAL EXPENSES $78,707

Year-over-Year Comparison

2023 2022 Change
Revenue $132,968 $117,713 +0.1%
Expenses $78,707 $88,619 -0.1%
Net Income $54,261 $29,094 +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

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Governance

Voting Members
11
Independent Members
11
Employees
1
Volunteers
11

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
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kathleen Hill Director 1.00
Director
$0 $0 $0
MICHAEL ACKER Director 1.00
Director
$0 $0 $0
DR PETER MEYERHOF Director 1.00
Director
$0 $0 $0
KATE SCHERTZ Director 1.00
Director
$0 $0 $0
RON PRICE Director 1.00
Director
$0 $0 $0
Charlotte Gallaway Director 1.00
Director
$0 $0 $0
Jim Brewer Director 1.00
Director
$0 $0 $0
PATRICIA CULLINAN President 5.00
Officer
$0 $0 $0
CAROL PAGE Vice President 1.00
Officer
$0 $0 $0
Laurie Gallian Treasurer 1.00
Officer
$0 $0 $0
Shelley Hoffman Secretary 1.00
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
2024 No data No data No data No data
2023 $132,968 $78,707 $537,037 $54,261
2022 $117,713 $88,619 $482,954 $29,094
2021 $65,422 $71,069 $453,544 $-5,647
2020 $90,221 $64,442 $458,494 $25,779
2019 $119,257 $95,222 $432,743 $24,035
2018 $121,106 $65,853 $414,604 $55,253
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