Gay Lesbian Bisexual Transgender Historical Society (EIN 942989004) - 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

1985

Legal Domicile

Principal Officer

Roberto Ordenana

Phone

4157775455

Tax Period

2023-01-01 to 2023-12-31

Gay Lesbian Bisexual Transgender Historical Society, founded in 1985, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $1.3M left a modest 10% surplus.

Mission

The GLBT Historical Society collects, preserves, exhibits and makes available to the public materials and knowledge to support and promote understanding of LGBTQ history, culture and arts in all their diversity.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,286,494

Program Service Revenue $71,651

Investment Income $0

Other Revenue $135,752

TOTAL REVENUE $1,493,897

Expense Breakdown

Grants Paid $0

Salaries & Benefits $822,249

Fundraising Expenses $214,214

Program Expenses $1,007,572

Other Expenses $523,753

TOTAL EXPENSES $1,346,002

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,493,897	$1,158,850	+0.3%
Expenses	$1,346,002	$1,297,913	+0.0%
Net Income	$147,895	$-139,063	-2.1%

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

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

$198,797

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Roberto Ordenana	Executive Dir.	37.50	Officer	$148,986	$10,940	$159,926
Daniel Bao Finance	Director	17.00	Officer	$37,739	$1,132	$38,871
Ben Chavez-Gilliam Chair	Director	4.00	Officer Director	$0	$0	$0
Tali Bray Vice Chair	Director	3.00	Officer Director	$0	$0	$0
Francisco Rosas Secretary	Director	2.00	Officer Director	$0	$0	$0
Rachel Pokorny Treasurer	Director	3.00	Officer Director	$0	$0	$0
Rigoberto Marquez	Director	1.00	Director	$0	$0	$0
Emily Rosenberg	Director	1.00	Director	$0	$0	$0
Yves Averous	Director	1.00	Director	$0	$0	$0
Ani Rivera	Director	1.00	Director	$0	$0	$0
Mason J	Director	1.00	Director	$0	$0	$0
Jaime Santos	Director	1.00	Director	$0	$0	$0
Ardel Haefele-Thomas	Director	1.00	Director	$0	$0	$0
Laura Thomas	Director	1.00	Director	$0	$0	$0
Peggy Sue Tiesling	Director	1.00	Director	$0	$0	$0
Jason Siefer	Director	1.00	Director	$0	$0	$0
Amy Sueyoshi	Director	1.00	Director	$0	$0	$0
Pedro Arista	Director	1.00	Director	$0	$0	$0
Matthew Goudeau	Director	1.00	Director	$0	$0	$0
Lito Sandoval	Director	1.00	Director	$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	$1,493,897	$1,346,002	$2,496,497	$147,895
2022	$1,158,850	$1,297,913	$2,532,573	$-139,063
2021	$1,392,606	$1,481,528	$850,305	$-88,922
2021	$1,392,606	$1,481,528	$850,305	$-88,922
2020	$1,369,746	$1,350,083	$940,164	$19,663
2019	$1,297,694	$1,293,114	$833,234	$4,580
2018	$1,024,752	$1,037,609	$813,624	$-12,857

Gay Lesbian Bisexual Transgender Historical Society