LAGUNA WOODS HISTORY CENTER (EIN 953213797) - 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

1977

Legal Domicile

Principal Officer

GAIL DIXON

Phone

9492060150

Tax Period

2024-07-01 to 2025-06-30

LAGUNA WOODS HISTORY CENTER, founded in 1977, is a micro nonprofit that reported $33K in total revenue in fiscal year 2024. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12K, a strong 36% operating margin.

Mission

To collect, conserve and convey information, documentation and artifacts related to the history of Laguna Woods as a public service in perpetuity.

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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 $12,985

Program Service Revenue $0

Investment Income $20,335

Other Revenue $0

TOTAL REVENUE $33,320

Expense Breakdown

Grants Paid $110

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,242

Other Expenses $21,196

TOTAL EXPENSES $21,306

Year-over-Year Comparison

	2024	2023	Change
Revenue	$33,320	$20,643	+0.6%
Expenses	$21,306	$18,178	+0.2%
Net Income	$12,014	$2,465	+3.9%

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

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

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
DEAN DIXON	CEO	25.00	Officer Director	$0	$0	$0
GAIL DIXON	CFO	15.00	Officer Director	$0	$0	$0
CINDY VAUGHN	CGO	5.00	Officer Director	$0	$0	$0
CATHERINE BRIANS	CCO	4.00	Officer Director	$0	$0	$0
DOROTHY PACELLA	Trustee	1.00	Director	$0	$0	$0
BETH PERAK	Trustee	1.00	Director	$0	$0	$0
JOHN PARKER	Trustee	0.00	Director	$0	$0	$0
JOAN MILLIMAN	Trustee	1.00	Director	$0	$0	$0
MARY STONE	Trustee	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
2025	$33,320	$21,306	$587,545	$12,014
2024	$20,643	$18,178	$526,203	$2,465
2023	$104,666	$15,762	$505,525	$88,904
2021	$48,653	$11,526	$482,094	$37,127

LAGUNA WOODS HISTORY CENTER