SONOMA VALLEY HISTORICAL SOCIETY

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1959

Legal Domicile

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

Sonoma Valley Historical Society (the Society) is a not-for-profit culturalinstitution founded in 1937 and its mission is to provide a forum and a resource for the study and dissemination of Sonoma Valley history for present and future generations by identifying collecting,preserving and sharing artifacts, documents and images.

Program Service Accomplishments

Program 1

Expenses: $62,964

The Society maintains an archive and research center at the Marcy House, an historic building leased from the City of Sonoma. In 2019 the Society continued to inventory and catalog historic documents about the Sonoma Valley in its collection and provided access to the collection to the public.The Society operates the Depot Park Museum for the City of Sonoma. The Society uses it collections to present exhibitions for the public several times a year at the Museum and also provides tours of the exhibits at the Museum to school groups.The California State Library, through their California Revealed Project, granted funds for the inventorying and cataloguing of 1500 archival items by personnel of the Sonoma Valley Historical Society. The California Revealed program alsog accepted over 1800 rare Sonoma Valley newspapers nominated by the Sonoma Valley Historical Society for digitizing that will be made available to the public online on the Internet Archive website.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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
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