Novato Historical Guild (EIN 942725410) - Form 990 Financial Analysis & Trantor Score

🔒

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

1976

Legal Domicile

Principal Officer

John Dowden

Phone

4157171412

Tax Period

2025-01-01 to 2025-12-31

Novato Historical Guild, founded in 1976, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2025. Revenue surged 985% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 98% operating margin.

Mission

The Novato Historical Guild's mission is to collect, preserve and make reasonably available to the public, exhibits and information related to the historical and social development of the Novato valley, Hamilton Field and the adjacent North Marin Area.

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $1,596,775

Program Service Revenue $12,365

Investment Income $24,021

Other Revenue $3,360

TOTAL REVENUE $1,636,521

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $6,101

Program Expenses $21,280

Other Expenses $35,908

TOTAL EXPENSES $35,908

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,636,521	$150,796	+9.9%
Expenses	$35,908	$32,317	+0.1%
Net Income	$1,600,613	$118,479	+12.5%

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

N/A

Employees

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susan Magnone	President	6.00	Director	$0	$0	$0
Ray Shanahan	Vice President	4.00	Director	$0	$0	$0
Ray Dwelly	Trustee	4.00	Director	$0	$0	$0
Pat Johnston	Trustee	4.00	Director	$0	$0	$0
Pat Johnston	Trustee	4.00	Director	$0	$0	$0
Sharon Azevedo	Secretary	4.00	Officer	$0	$0	$0
John Dowden	Treasurer	6.00	Officer	$0	$0	$0
Jim Crumpler	President & CEO	4.00	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
2025	$1,636,521	$35,908	$2,120,567	$1,600,613
2024	$150,796	$32,317	$519,722	$118,479

Novato Historical Guild