Historical Preservation Foundation of The Native Sons of The Golden West (EIN 943357423) - 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

2000

Legal Domicile

Principal Officer

David Allen

Phone

5308782878

Tax Period

2018-06-01 to 2019-05-31

Historical Preservation Foundation of The Native Sons of The Golden West, founded in 2000, is a small nonprofit in the Arts, Culture & Humanities sector that reported $205K in total revenue in fiscal year 2018. The organization ran a surplus of $140K, a strong 68% operating margin.

Mission

The organization will devote its time to making California history accessible, informative, meaningful, and entertaining to the public through the preservation, sponsorship, and promotion of historical sites and events.

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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 (2018)

Revenue Breakdown

Contributions & Grants $205,164

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $205,164

Expense Breakdown

Grants Paid $44,150

Salaries & Benefits $0

Fundraising Expenses $1,115

Program Expenses $59,480

Other Expenses $20,525

TOTAL EXPENSES $64,675

Year-over-Year Comparison

	2018	2017	Change
Revenue	$205,164	N/A	N/A
Expenses	$64,675	N/A	N/A
Net Income	$140,489	N/A	N/A

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

N/A

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
Doug Love	Member	0.00	Director	$0	$0	$0
Tony Colonnese	Member	0.00	Director	$0	$0	$0
Carl Von Bargen	Member	0.00	Director	$0	$0	$0
Scott Goddard	Member	0.00	Director	$0	$0	$0
Dwight Dutschke	Member	0.00	Director	$0	$0	$0
James KIng	Grand Pres	0.00	Director	$0	$0	$0
Ron Brocco	Grand 2nd VP	0.00	Director	$0	$0	$0
Steve McLean	Sec Grand Ttees	0.00	Director	$0	$0	$0
David Allen	Chairman	10.00	Officer	$0	$0	$0
Joe Castillo	Vice Chairman	1.00	Officer	$0	$0	$0
Erik Kielholtz	Treasurer	1.00	Officer	$0	$0	$0
Lee Adams	Secretary	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
2019	$205,164	$64,675	$302,631	$140,489

Historical Preservation Foundation of The Native Sons of The Golden West