SAN LORENZO VALLEY HISTORICAL SOCIETY (EIN 943240597) - 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

1976

Legal Domicile

Principal Officer

Lisa Robinson

Phone

8313388382

Tax Period

2025-01-01 to 2025-12-31

SAN LORENZO VALLEY HISTORICAL SOCIETY, founded in 1976, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $59K in total revenue in fiscal year 2025. Net assets of $1.1M represent 225 months of operating reserves.

Mission

To preserve and share the history of the San Lorenzo Valley.

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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 (2025)

Revenue Breakdown

Contributions & Grants $41,858

Program Service Revenue $5,430

Investment Income $2,340

Other Revenue $9,541

TOTAL REVENUE $59,169

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,352

Fundraising Expenses $0

Program Expenses $12,491

Other Expenses $35,463

TOTAL EXPENSES $59,815

Year-over-Year Comparison

	2025	2024	Change
Revenue	$59,169	$61,314	0.0%
Expenses	$59,815	$63,093	-0.1%
Net Income	$-646	$-1,779	-0.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Laura DeAngelis	Executive Director	20	Highest	$26,253	$0	$26,253
Lisa Robinson	President	35	Officer Director	$0	$0	$0
Bob Presswood	Co-Treasurer	1	Officer Director	$0	$0	$0
Bob Fultz	Co-Treasurer	1	Officer Director	$0	$0	$0
Liz Broughton	Secretary	1	Officer Director	$0	$0	$0
Carmen Bergmann	Director & School Program Coordinator	3	Director	$0	$0	$0
Gail Wind	Director	2	Director	$0	$0	$0
Deborah Osterberg	Director	1	Director	$0	$0	$0
Stephen Payne	Director	2	Director	$0	$0	$0
Lucia MacLean	Director	1	Director	$0	$0	$0
Terry Rogers	Director	4	Director	$0	$0	$0
Scott Tucker	Director	1	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
2025	$59,169	$59,815	$1,108,617	$-646
2024	$61,314	$63,093	$1,109,770	$-1,779

SAN LORENZO VALLEY HISTORICAL SOCIETY