Amador Livermore Valley Historical Society

EIN: 946100957 501(c)(3) Arts, Culture & Humanities

PLEASANTON, CA

Total Revenue
$323,760
Total Expenses
$403,756
Total Assets
$1,409,938
Net Assets
$1,298,017
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1963
Legal Domicile
CA
Principal Officer
Sarah Schaefer
Phone
9254622766
Tax Period
2023-01-01 to 2023-12-31

Amador Livermore Valley Historical Society, founded in 1963, is a small nonprofit in the Arts, Culture & Humanities sector that reported $324K in total revenue in fiscal year 2023. Expenses of $404K exceeded revenue, resulting in a 25% operating deficit.

Mission

The Museum provides and maintains historical exhibits traveling exhibits collections and archives to present educational programs that benefit the general public. We enrich community life through education and preservation.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $205,698
Program Service Revenue $49,914
Investment Income $41,841
Other Revenue $26,307
TOTAL REVENUE $323,760

Expense Breakdown

Grants Paid $6,750
Salaries & Benefits $255,114
Fundraising Expenses $25,431
Program Expenses $296,941
Other Expenses $141,892
TOTAL EXPENSES $403,756

Year-over-Year Comparison

2023 2022 Change
Revenue $323,760 $301,771 +0.1%
Expenses $403,756 $305,599 +0.3%
Net Income $-79,996 $-3,828 +19.9%
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

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Liquidity & Cash Position

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Governance

Voting Members
13
Independent Members
13
Employees
5
Volunteers
60

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
5
$0
Total Directors
14
$0
Key Employees
1
$90,273
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Sarah Schaefer Executive Director 40.00
Key Emp Highest
$90,273 $0 $90,273
Kathleen Hart Hinek President 5.00
Officer Director
$0 $0 $0
Linda Garbarino Vice President 5.00
Officer Director
$0 $0 $0
Rebecca Bruner Secretary 5.00
Officer Director
$0 $0 $0
Larry Annis Treasuer 5.00
Officer Director
$0 $0 $0
Christina Nystrom Treasurer 5.00
Officer Director
$0 $0 $0
Gary Kirscher Board Member 5.00
Director
$0 $0 $0
Peter MacDonald Board Member 5.00
Director
$0 $0 $0
Roz Wright Board Member 5.00
Director
$0 $0 $0
Lila Terkelsen Board Member 5.00
Director
$0 $0 $0
Christina Gray Board Member 5.00
Director
$0 $0 $0
Stephanie Wedge Bonde Board Member 5.00
Director
$0 $0 $0
Jim Gulseth Board Member 5.00
Director
$0 $0 $0
Sandra Jellison Board Member 5.00
Director
$0 $0 $0
Soumya Das Board Member 5.00
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 $323,760 $403,756 $1,409,938 $-79,996
2022 $301,771 $305,599 $1,272,663 $-3,828
2021 $310,768 $268,009 $1,472,612 $42,759
2020 $246,744 $240,482 $1,259,133 $6,262
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