FRIENDS OF PERALTA HACIENDA HISTORICAL PARK (EIN 943317442) - 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

HOLLY ALONSO

Phone

5105329142

Tax Period

2023-07-01 to 2024-06-30

FRIENDS OF PERALTA HACIENDA HISTORICAL PARK, founded in 1985, is a small nonprofit in the Arts, Culture & Humanities sector that reported $871K in total revenue in fiscal year 2023. Expenses of $1.1M exceeded revenue, resulting in a 25% operating deficit.

Mission

PRESERVING HISTORICAL PARK

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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 $822,558

Program Service Revenue $37,025

Investment Income $15

Other Revenue $11,718

TOTAL REVENUE $871,316

Expense Breakdown

Grants Paid $0

Salaries & Benefits $632,727

Fundraising Expenses $0

Program Expenses $1,004,770

Other Expenses $452,688

TOTAL EXPENSES $1,085,415

Year-over-Year Comparison

	2023	2022	Change
Revenue	$871,316	$871,051	+0.0%
Expenses	$1,085,415	$1,189,778	-0.1%
Net Income	$-214,099	$-318,727	-0.3%

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

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

105

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

$88,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOLLY ALONSO	Executive Dir.	40.00	Officer	$88,500	$0	$88,500
NIK BHARDWAJ	Treasurer	1.00	Officer Director	$0	$0	$0
JULIANE MONROE	Secretary	1.00	Officer Director	$0	$0	$0
MICHAEL FALK-RESCONSTRUCMGR	Vice President	1.00	Officer Director	$0	$0	$0
BENJAMIN GLICKSTEIN	PRESIDENT/CHAIR	1.00	Officer Director	$0	$0	$0
KRISTI HOLOHAN	BRD.MEM.@ LARGE	1.00	Director	$0	$0	$0
ITZEL DIAZ	BRD.MEMBER@LARG	1.00	Director	$0	$0	$0
CARLOS SALOMON	BRD.MEM.@LARGE	1.00	Director	$0	$0	$0
SAMBO LY	BRD.MEM.@LARGE	1.00	Director	$0	$0	$0
ROBERT KIDD	BRD.MEM.@LARGE	1.00	Director	$0	$0	$0
FREDERICK ALFREDO	BRD.MEM.@ LARGE	1.00	Director	$0	$0	$0
MICHAEL LOPEZ	Exec. Dir.7/24	0.00	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	No data	No data	No data	No data
2024	$871,316	$1,085,415	$698,010	$-214,099
2023	$871,051	$1,189,778	$753,643	$-318,727
2022	$578,021	$755,088	$680,644	$-177,067
2021	$1,114,466	$692,574	$908,266	$421,892
2020	$589,427	$617,454	$586,761	$-28,027
2019	$542,085	$554,045	$513,524	$-11,960
2018	$738,057	$394,188	$517,026	$343,869

FRIENDS OF PERALTA HACIENDA HISTORICAL PARK