ASSOCIATION OF THE LOS ALTOS HISTO… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

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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.

Program Service Accomplishments

Program 1

Expenses: $125,183

EXHIBITION PRODUCTIONTHE MUSEUM DISPLAYED THREE EXHIBITIONS IN OUR MAIN GALLERY. ONE OF THE MOST POPULAR EXHIBITS WAS ROOTED IN TIME: JOURNEY THROUGH HIDDEN VILLA, WHICH FEATURED THE HISTORY OF THE DUVENECK FAMILY AND HIDDEN VILLA ON THE OCCASION OF ITS 100TH ANNIVERSARY. ANOTHER HIGHLIGHT INCLUDED SHE SANG ME A GOOD LUCK SONG: THE CALIFORNIA INDIAN PHOTOGRAPHS OF DUGAN AGUILAR, A RENTAL EXHIBIT TO WHICH THE MUSEUM ADDED A SPECIAL DISPLAY ABOUT THE MUWEKMA OHLONE TRIBE'S 2024 TRAIL OF TRUTH JOURNEY TO WASHINGTON, D.C. IN PURSUIT OF FEDERAL RECOGNITION.THE MUSEUM ALSO HOSTED SEVERAL EXHIBIT-RELATED PROGRAMS AS PART OF OUR POPULAR THIRD WEDNESDAY SERIES THAT CONNECTED HISTORY TO THE PRESENT, INCLUDING A NEIGHBORHOOD BLOCK PARTY CELEBRATING THE HISTORY AND RESIDENTS OF MOODY ROAD NEAR HIDDEN VILLA, AS WELL AS A TALK BY CHARLENE NIJMEH, CHAIRWOMAN OF THE MUWEKMA OHLONE TRIBE, ABOUT HER EXPERIENCE ON THE TRAIL OF TRUTH.THE MUSEUM'S EXHIBITS AND PROGRAMS BROUGHT HUNDREDS OF VISITORS TO THE MUSEUM AND FOSTERED MEANINGFUL DIALOGUES WITH AND BETWEEN COMMUNITY MEMBERS. RELATED PROGRAMS FOR ALL AGES INCLUDED IN-GALLERY SCAVENGER HUNTS AS WELL AS INTERACTIVE ART-MAKING, CONTRIBUTING TO THE DISPLAYS.

Program 2

Expenses: $129,831

COLLECTION CARETHE MUSEUM PROCESSED FORTY-SIX DONATIONS OF ITEMS DURING THIS FISCAL YEAR, ADDING ITEMS TO OUR LIBRARY, PHOTOGRAPHY COLLECTION, ORAL HISTORIES, AND 3-D ARTIFACT COLLECTION. STAFF IS...

COLLECTION CARETHE MUSEUM PROCESSED FORTY-SIX DONATIONS OF ITEMS DURING THIS FISCAL YEAR, ADDING ITEMS TO OUR LIBRARY, PHOTOGRAPHY COLLECTION, ORAL HISTORIES, AND 3-D ARTIFACT COLLECTION. STAFF IS CONTINUING TO DEVELOP OUR INVENTORY, OUR PRIMARY GOAL FOR THE COLLECTION, IN ORDER TO MOVE CLOSER TO ACHIEVING ACCREDITATION BY THE AMERICAN ALLIANCE OF MUSEUMS.WE OFFERED TOURS OF OUR PRINCIPAL HISTORIC RESOURCE, THE J. GILBERT SMITH HOUSE, TO HUNDREDS OF VISITORS. WE WELCOMED EVEN MORE VISITORS TO OUR MULTIMEDIA PERMANENT EXHIBITION IN OUR UPPER GALLERY, NOW IN ITS THIRD YEAR. THERE, THE COMMUNITY CORNER DISPLAY FEATURED OBJECTS FROM THE COLLECTION RELATED TO LOS ALTOS' SISTER CITIES. IN DECEMBER 2024, STAFF CURATED THE DISPLAY TO HIGHLIGHT ITEMS CONNECTED TO THE HISTORY OF LOS ALTOS CLUBS.

Program 3

Expenses: $140,660

EDUCATIONAL OUTREACH THE MUSEUM HELD THREE FAMILY-FRIENDLY COMMUNITY EVENTS DURING THIS FISCAL YEAR: THE MID-AUTUMN FESTIVAL, CO-HOSTED WITH THE GREATER LOS ALTOS CHINESE ASSOCIATION ON SEPTEMBER 15, 2024, CELEBRATING THE HARVEST AND CHINESE CULTURE; TRAIN DAYS ON SEPTEMBER 21 AND 22, 2024, WHICH OFFERED TRAIN LOVERS THE EXPERIENCE OF MODEL RAILROADING AND HONORED THE HISTORY OF THE CITY AS A FORMER TRAIN STOP; AND RANCHO DAY ON NOVEMBER 2, 2024, WHICH ENABLED VISITORS TO EXPERIENCE HOW CALIFORNIA RANCHOS OPERATED IN THE EARLY 19TH CENTURY.AS THEY DO EACH SPRING, DEDICATED MEMBERS OF OUR EDUCATION COMMITTEE LED MORE THAN FIFTEEN 3RD AND 4TH GRADE TOURS TO TEACH LOCAL STUDENTS ABOUT CALIFORNIA AND LOS ALTOS HISTORY. WE ALSO WELCOMED A NEW COHORT OF LOCAL TEENS TO OUR TEEN DOCENT PROGRAM IN SUPPORT OF OUR VISION TO FOSTER INTERGENERATIONAL CONNECTIONS. WE WERE HONORED TO CONTINUE OUR STEWARDSHIP OF THE CITY HERITAGE ORCHARD, A VITAL HISTORICAL LANDMARK. OUR ORCHARD AMBASSADORS FACILITATED THE ANNUAL APRICOT HARVEST IN LATE SPRING SO THAT THE ENTIRE COMMUNITY COULD ENJOY THE FRUITS OF THIS RESOURCE.

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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

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Liquidity & Cash Position

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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