BELVEDERE-TIBURON LANDMARKS SOCIETY (EIN 946104011) - 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

1957

Legal Domicile

Principal Officer

PATTY FLAX

Phone

4154351853

Tax Period

2025-01-01 to 2025-12-31

BELVEDERE-TIBURON LANDMARKS SOCIETY, founded in 1957, is a small nonprofit in the Arts, Culture & Humanities sector that reported $367K in total revenue in fiscal year 2025. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $536K exceeded revenue, resulting in a 46% operating deficit.

Mission

PRESERVATION OF LOCAL LANDMARKS

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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 $211,656

Program Service Revenue $111,970

Investment Income $0

Other Revenue $43,760

TOTAL REVENUE $367,386

Expense Breakdown

Grants Paid $0

Salaries & Benefits $154,821

Fundraising Expenses $0

Program Expenses $220,957

Other Expenses $381,291

TOTAL EXPENSES $536,112

Year-over-Year Comparison

	2025	2024	Change
Revenue	$367,386	$535,586	-0.3%
Expenses	$536,112	$486,609	+0.1%
Net Income	$-168,726	$48,977	-4.4%

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

N/A

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
PHIL CASSOU	VICE - PRESIDENT	1.00	Officer Director	$0	$0	$0
HELEN LINDQVIST	SECRETARY	1.00	Officer Director	$0	$0	$0
JIM ALLEN	CO-TREASURER	1.00	Officer Director	$0	$0	$0
BROOKE HALSEY	CO-TREASURER	1.00	Officer Director	$0	$0	$0
PETER BROOKS	BOARD MEMBER	1.00	Director	$0	$0	$0
EVA BUXTON	BOARD MEMBER	1.00	Director	$0	$0	$0
BOB HARRISON	BOARD MEMBER	1.00	Director	$0	$0	$0
SUZANNE WHITE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK FREIBERG	PRESIDENT	1.00	Director	$0	$0	$0
PATRICIA A FLAX	EXECUTIVE DIRECTOR	40.00	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	$367,386	$536,112	$5,073,234	$-168,726
2024	$535,586	$486,609	$4,903,404	$48,977
2023	$709,062	$474,820	$4,627,371	$234,242
2022	$416,267	$438,399	$4,143,572	$-22,132
2021	$407,170	$395,781	$4,475,074	$11,389
2020	$123,990	$311,001	$4,413,565	$-187,011
2019	$113,912	$349,924	$4,086,388	$-236,012
2018	$121,890	$362,663	$3,912,472	$-240,773

BELVEDERE-TIBURON LANDMARKS SOCIETY