ASSOCIATION OF THE LOS ALTOS HISTORICAL MUSEUM AKA LOS ALTOS HISTORY MUSEUM (EIN 942542813) - 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

1978

Legal Domicile

Principal Officer

ANNA TOLEDANO

Phone

6509489427

Tax Period

2024-07-01 to 2025-06-30

ASSOCIATION OF THE LOS ALTOS HISTORICAL MUSEUM AKA LOS ALTOS HISTORY MUSEUM, founded in 1978, is a small nonprofit in the Arts, Culture & Humanities sector that reported $856K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $811K left a modest 5% surplus.

Mission

THE LOS ALTOS HISTORY MUSEUM GATHERS AND PRESENTS ARTIFACTS AND STORIES TO BRIDGE THE PAST AND THE PRESENT BY FOSTERING THE CREATIVE ENERGY OF VOLUNTEERS AND STAFF TO PRODUCE ENGAGING EDUCATIONAL PROGRAMS AND EXHIBITS THAT CHALLENGE ESTABLISHED NARRATIVES.

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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 $618,504

Program Service Revenue $2,789

Investment Income $27,276

Other Revenue $207,569

TOTAL REVENUE $856,138

Expense Breakdown

Grants Paid $0

Salaries & Benefits $487,317

Fundraising Expenses $183,582

Program Expenses $437,838

Other Expenses $323,888

TOTAL EXPENSES $811,205

Year-over-Year Comparison

	2024	2023	Change
Revenue	$856,138	$952,816	-0.1%
Expenses	$811,205	$1,085,295	-0.3%
Net Income	$44,933	$-132,479	-1.3%

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

192

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

$103,176

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBECCA LOWELL	DIRECTOR	0.50	Director	$0	$0	$0
GERRI ACERS	DIRECTOR	0.50	Director	$0	$0	$0
JEANINE VALADEZ	DIRECTOR	0.50	Director	$0	$0	$0
ALLISON ALDRICH	DIRECTOR	0.50	Director	$0	$0	$0
VICKI HOLMAN	PRESIDENT	5.00	Officer Director	$0	$0	$0
JENNIFER SPRINGER	DIRECTOR	0.50	Director	$0	$0	$0
WYNN BELTON	DIRECTOR	0.50	Director	$0	$0	$0
JUNG YOON	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTOPHER FLING	DIRECTOR	0.50	Director	$0	$0	$0
TYLER FURUICHI	DIRECTOR	0.50	Director	$0	$0	$0
WAYNE HOOPER	TREASURER	4.00	Officer Director	$0	$0	$0
MARGO HORN	2ND VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JAY THOMAS	SECRETARY	2.00	Officer Director	$0	$0	$0
KULJEET KALKAT	1ST VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CINDY BOGARD O'GORMAN	DIRECTOR	0.50	Director	$0	$0	$0
ANNA TOLEDANO 924-PRESENT	EXECUTIVE DIRECTOR	40.00	Officer	$35,473	$0	$35,473
JULIE BLY DEVERE 524-924	INTERIM EXEC DIR	40.00	Officer	$67,703	$0	$67,703

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	$856,138	$811,205	$4,672,747	$44,933
2024	$952,816	$1,085,295	$4,554,803	$-132,479
2023	$915,260	$725,250	$4,679,002	$190,010
2022	$2,838,599	$547,350	$4,493,620	$2,291,249
2021	$982,217	$657,840	$2,343,952	$324,377
2020	$1,223,993	$679,537	$1,854,495	$544,456
2019	$598,931	$571,011	$1,362,563	$27,920
2018	$541,060	$480,244	$1,338,531	$60,816

ASSOCIATION OF THE LOS ALTOS HISTORICAL MUSEUM AKA LOS ALTOS HISTORY MUSEUM