Southern Pacific Historical & Technical Society In (EIN 953763867) - 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

1997

Legal Domicile

Principal Officer

DAVID COSCIA

Tax Period

2023-07-01 to 2024-06-30

Southern Pacific Historical & Technical Society In, founded in 1997, is a small nonprofit in the Arts, Culture & Humanities sector that reported $167K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $202K exceeded revenue, resulting in a 21% operating deficit.

Mission

To preserve and distribute information related to the Southern Pacific Railroad and its subsidiaries.

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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 $31,270

Program Service Revenue $83,085

Investment Income $6

Other Revenue $52,552

TOTAL REVENUE $166,913

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,848

Fundraising Expenses $0

Program Expenses $201,782

Other Expenses $156,934

TOTAL EXPENSES $201,782

Year-over-Year Comparison

	2023	2022	Change
Revenue	$166,913	$184,123	-0.1%
Expenses	$201,782	$181,576	+0.1%
Net Income	$-34,869	$2,547	-14.7%

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

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
ANDREW J CHIER	DIRECTOR	4.00	Director	$0	$0	$0
PETER SAVOY	DIRECTOR	5.00	Director	$0	$0	$0
RICHARD OVERTON	DIRECTOR	4.00	Director	$0	$0	$0
FRED HILL	DIRECTOR	4.00	Director	$0	$0	$0
BEN KLETZER	DIRECTOR	4.00	Director	$0	$0	$0
ALBERT NOVAK	DIRECTOR	4.00	Director	$0	$0	$0
DAVID COSCIA	PRESIDENT	12.00	Officer Director	$0	$0	$0
ANDY NOVAK	SECRETARY	8.00	Officer Director	$0	$0	$0
EDWIN HALL	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
TED KIMBALL	TREASURER	8.00	Officer 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	No data	No data	No data	No data
2024	$166,913	$201,782	$329,719	$-34,869
2023	$184,123	$181,576	$319,081	$2,547
2022	$164,329	$171,804	$321,268	$-7,475
2021	$212,599	$190,125	$368,978	$22,474
2020	$170,242	$152,102	$357,006	$18,140
2019	$97,660	$158,216	$280,685	$-60,556
2018	$161,012	$147,675	$307,109	$13,337

Southern Pacific Historical & Technical Society In