Santa Clarita Valley Historical Society (EIN 953003205) - 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

1975

Legal Domicile

Principal Officer

Alan Pollack

Phone

6612541275

Tax Period

2024-07-01 to 2025-06-30

Santa Clarita Valley Historical Society, founded in 1975, is a small nonprofit in the Arts, Culture & Humanities sector that reported $219K in total revenue in fiscal year 2024. Expenses of $277K exceeded revenue, resulting in a 26% operating deficit.

Mission

The Mission of the Santa Clarita Valley Historical Society is to preserve and share the culture and history of the Santa Clarita 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 (2024)

Revenue Breakdown

Contributions & Grants $216,554

Program Service Revenue $0

Investment Income $2,333

Other Revenue $15

TOTAL REVENUE $218,902

Expense Breakdown

Grants Paid $380

Salaries & Benefits $144,694

Fundraising Expenses $17,493

Program Expenses $190,051

Other Expenses $131,546

TOTAL EXPENSES $276,620

Year-over-Year Comparison

	2024	2023	Change
Revenue	$218,902	$210,954	+0.0%
Expenses	$276,620	$200,316	+0.4%
Net Income	$-57,718	$10,638	-6.4%

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

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
Tom Hough	Treasurer	3.00	Officer Director	$0	$0	$0
Alan Pollack	President	3.00	Officer Director	$0	$0	$0
Cathy Martin	Director	1.00	Director	$0	$0	$0
Barbara Martinelli	Corres. Sec.	3.00	Officer Director	$0	$0	$0
Pat Horanberg	Recording Sec	2.00	Officer Director	$0	$0	$0
Sarah Brewer	Director	0.00	Director	$0	$0	$0
Ivan Volschenk	Director	0.00	Director	$0	$0	$0
Dianne Hellrigel	Director	1.00	Director	$0	$0	$0
Philip Scorza	Director	0.00	Director	$0	$0	$0
Ann Stansell	Director	0.00	Director	$0	$0	$0
Angelica Huato-Nelson	Director	0.00	Director	$0	$0	$0
Laurene Weste	Director	5.00	Director	$0	$0	$0
Leon Worden	Secretary	15.00	Officer Director	$0	$0	$0
Meredith McGowan	Director	1.00	Director	$0	$0	$0
Jim Ventress	Director	1.00	Director	$0	$0	$0
Joseph Bodle	Director	0.00	Director	$0	$0	$0
Matt Carpenter	Director	0.00	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
2025	$218,902	$276,620	$1,232,039	$-57,718
2024	No data	No data	No data	No data
2023	$21,706	$111,261	$1,279,119	$-89,555
2022	$335,745	$198,053	$1,368,674	$137,692
2021	$195,683	$99,728	$1,236,614	$95,955
2020	$170,432	$60,143	$1,138,002	$110,289
2019	$30,803	$24,929	$1,024,939	$5,874
2018	$41,643	$24,928	$1,019,008	$16,715

Santa Clarita Valley Historical Society