PASADENA HERITAGE

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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

1977

Legal Domicile

Principal Officer

ANNALY BENNETT

Phone

6264416333

Tax Period

2023-01-01 to 2023-12-31

PASADENA HERITAGE, founded in 1977, is a small nonprofit in the Arts, Culture & Humanities sector that reported $649K in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $755K exceeded revenue, resulting in a 16% operating deficit.

Mission

TO IDENTIFY, PRESERVE AND PROTECT THE HISTORIC, ARCHITECTURAL AND CULTURAL RESOURCES OF THE CITY OF PASADENA THROUGH ADVOCACY AND EDUCATION.

Program Service Accomplishments

Program 1

Expenses: $501,746 Revenue: $12,801

PUBLIC TOURS AND EVENTS RELATED TO ARCHITECTURALLY SIGNIFICANT STRUCTURES. THE PUBLIC AND MEMBERS TOURED HISTORIC BUILDINGS, CULTURAL INSTITUTIONS AND OTHER TREASURED LANDMARKS AND WERE MADE AWARE OF...

Program 2

Expenses: $16,643 Revenue: $21,300

ADVOCACY: ADVOCATES FOR THE PRESERVATION OF ARCHITECTURALLY SIGNIFICANT BUILDING STRUCTURES AND SITES SEEKS ALTERNATIVES FOR ENDANGERED BUILDINGS AND WRITES LANDMARK NOMINATIONS.

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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 $380,746

Program Service Revenue $34,101

Investment Income $25,945

Other Revenue $208,537

TOTAL REVENUE $649,329

Expense Breakdown

Grants Paid $0

Salaries & Benefits $406,471

Fundraising Expenses $62,402

Program Expenses $518,389

Other Expenses $348,927

TOTAL EXPENSES $755,398

Year-over-Year Comparison

	2023	2022	Change
Revenue	$649,329	$908,749	-0.3%
Expenses	$755,398	$746,225	+0.0%
Net Income	$-106,069	$162,524	-1.7%

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

150

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

$115,350

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN MOSSMAN	Executive Dir.	40.00	Officer	$115,350	$0	$115,350
MARK BAKER	Director	1.00	Director	$0	$0	$0
BOB RITTER	Secretary	1.00	Officer Director	$0	$0	$0
TOM MARBLE	Vice President	1.00	Officer Director	$0	$0	$0
BEN SALZMAN	Director	1.00	Director	$0	$0	$0
BRAD THIEL	Treasurer	1.00	Officer Director	$0	$0	$0
ANNALY BENNETT	Director	1.00	Officer Director	$0	$0	$0
SUZANNE MARKS	Chairman	1.00	Officer Director	$0	$0	$0
MICHAEL AVILA	Director	1.00	Director	$0	$0	$0
JOHN DEAN	Director	1.00	Director	$0	$0	$0
SENYA LUBISICH	Director	1.00	Director	$0	$0	$0
NEGIN NAZEMI	Director	1.00	Director	$0	$0	$0
PENNY PLOTKIN	Director	1.00	Director	$0	$0	$0
MICHAEL ROBLETO	Director	1.00	Officer Director	$0	$0	$0
BLAIRE SMITH	Director	1.00	Director	$0	$0	$0
TONY BU	Director	1.00	Director	$0	$0	$0
JOE KILANOWSKI	Director	1.00	Director	$0	$0	$0
ANA SOULRIVER	Director	1.00	Director	$0	$0	$0
DAVE NUFER	Director	1.00	Director	$0	$0	$0
KAREN SAUVE	Director	1.00	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	$649,329	$755,398	$8,730,114	$-106,069
2022	$908,749	$746,225	$8,805,562	$162,524
2021	$8,252,394	$456,832	$9,076,709	$7,795,562
2020	$397,767	$462,270	$936,784	$-64,503
2019	$549,212	$557,709	$877,426	$-8,497
2018	$721,122	$700,415	$790,183	$20,707