MILLBRAE HISTORICAL SOCIETY (EIN 942949132) - 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

1970

Legal Domicile

Principal Officer

VERNON BRUCE

Phone

6503331136

Tax Period

2021-01-01 to 2021-12-31

MILLBRAE HISTORICAL SOCIETY, founded in 1970, is a micro nonprofit in the Public & Societal Benefit sector that reported $8K in total revenue in fiscal year 2021. Revenue fell 58% from the prior year — a significant decline worth monitoring. Expenses of $18K exceeded revenue, resulting in a 129% operating deficit.

Mission

OPERATION OF 2 MUSEUMS (ONE A CERTIFIED HISTORIC STRUCTURE) OPEN TO THE PUBIC FOR EDUCATION OF THE HISTORY OF THE CITY OF MILLBRAE AND SURROUNDING COMMUNITIES.

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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 (2021)

Revenue Breakdown

Contributions & Grants $3,146

Program Service Revenue $0

Investment Income $4,769

Other Revenue $0

TOTAL REVENUE $7,915

Expense Breakdown

Grants Paid $590

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $751

Other Expenses $17,358

TOTAL EXPENSES $18,109

Year-over-Year Comparison

	2021	2020	Change
Revenue	$7,915	$18,792	-0.6%
Expenses	$18,109	$20,558	-0.1%
Net Income	$-10,194	$-1,766	+4.8%

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

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
GLORIA BORRUSO	TRUSTEE	0.00	Director	$0	$0	$0
FAYE DAWDY	TRUSTEE	0.00	Director	$0	$0	$0
THOMAS DAWDY	TRUSTEE	0.00	Director	$0	$0	$0
ALICIA ESPINOSA	TRUSTEE	0.00	Director	$0	$0	$0
JOHN ESPINOSA	TRUSTEE	0.00	Director	$0	$0	$0
RAYMOND GIER	TRUSTEE	0.00	Director	$0	$0	$0
CHARLIE HEGARTY	TRUSTEE	0.00	Director	$0	$0	$0
DAVID MASSOLO	TRUSTEE	0.00	Director	$0	$0	$0
CATHERINE QUIGG	TRUSTEE	0.00	Director	$0	$0	$0
DANIEL QUIGG	TRUSTEE	0.00	Director	$0	$0	$0
DOROTHY SEMKE	TRUSTEE	0.00	Director	$0	$0	$0
MARY VELLE - TRESELER	TRUSTEE	0.00	Director	$0	$0	$0
JOHN MUNIZ	PRESIDENT	1.00	Officer	$0	$0	$0
PAUL LARSON	FIRST VICE PRESIDENT	1.00	Officer	$0	$0	$0
JOSEPH TERESI	SECOND VICE PRESIDENT	1.00	Officer	$0	$0	$0
GAETANE ANDREWS	SECRETARY	1.00	Officer	$0	$0	$0
VERNON BRUCE	TREASURER	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
2021	$7,915	$18,109	$393,286	$-10,194
2020	$18,792	$20,558	$403,480	$-1,766

MILLBRAE HISTORICAL SOCIETY