SANTA MONICA HISTORICAL SOCIETY

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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

1976

Legal Domicile

Principal Officer

ROBERT SCHWENKER

Phone

3109230124

Tax Period

2023-01-01 to 2023-12-31

SANTA MONICA HISTORICAL SOCIETY, founded in 1976, is a small nonprofit in the Arts, Culture & Humanities sector that reported $282K in total revenue in fiscal year 2023. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $655K exceeded revenue, resulting in a 132% operating deficit.

Mission

HISTORICAL PRESERVATION AND EDUCATION

Program Service Accomplishments

Program 1

Expenses: $534,577 Revenue: $7,092

THE SOCIETY OPERATES A MUSEUM OF THE HISTORY OF SANTA MONICA, CA. IT PROVIDES TOURS, LECTURES, AND SPECIAL EXHIBITS, ALL OPEN TO THE GENERAL PUBLIC. IT ALSO RESTORES, PRESERVES, CATALOGS, AND...

THE SOCIETY OPERATES A MUSEUM OF THE HISTORY OF SANTA MONICA, CA. IT PROVIDES TOURS, LECTURES, AND SPECIAL EXHIBITS, ALL OPEN TO THE GENERAL PUBLIC. IT ALSO RESTORES, PRESERVES, CATALOGS, AND DIGITALLY STORES HISTORIC DOCUEMENTS. ALL EXHIBITS AND DOCUMENTS ARE AVAILABLE FOR SCHOLARLY ENDEAVORS.

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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 $183,665

Program Service Revenue $2,791

Investment Income $26,430

Other Revenue $68,773

TOTAL REVENUE $281,659

Expense Breakdown

Grants Paid $0

Salaries & Benefits $335,897

Fundraising Expenses $20,605

Program Expenses $534,577

Other Expenses $308,639

TOTAL EXPENSES $654,541

Year-over-Year Comparison

	2023	2022	Change
Revenue	$281,659	$564,221	-0.5%
Expenses	$654,541	$458,661	+0.4%
Net Income	$-372,882	$105,560	-4.5%

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
JUDI BARKER	DIRECTOR	2.00	Director	$0	$0	$0
BECKY UPCHURCH	SECRETARY	2.00	Director	$0	$0	$0
KATHLEEN RAWSON	DIRECTOR	2.00	Director	$0	$0	$0
GEORGE COLLINS	DIRECTOR	2.00	Director	$0	$0	$0
ZACHARY BAINTER	DIRECTOR	2.00	Director	$0	$0	$0
DEB LOVE	VICE PRESIDENT	2.00	Director	$0	$0	$0
KERA BLADES-SNELL	DIRECTOR	2.00	Director	$0	$0	$0
N/A	PRESIDENT & CEO	2.00		$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	$281,659	$654,541	$2,389,571	$-372,882
2022	$564,221	$458,661	$2,625,359	$105,560
2021	$234,953	$257,317	$2,682,702	$-22,364
2020	$237,856	$232,057	$2,615,597	$5,799
2019	$188,760	$260,691	$2,450,936	$-71,931
2018	$442,933	$278,824	$2,390,157	$164,109