LOMPOC VALLEY HISTORICAL SOCIETY INC (EIN 956119475) - 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

1965

Legal Domicile

Phone

8057371170

Tax Period

2024-09-01 to 2025-08-31

LOMPOC VALLEY HISTORICAL SOCIETY INC, founded in 1965, is a micro nonprofit that reported $35K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $31K left a modest 12% surplus.

Mission

TO BRING TOGETHER PEOPLE INTERESTED IN THE HISTORY OF THE LOMPOC VALLEY AND ITS SURROUNDING AREA. TO COLLECT AND PRESERVE HISTORICAL MEDIA AND ARTIFACTS.

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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 $19,624

Program Service Revenue $5,805

Investment Income $5,557

Other Revenue $4,450

TOTAL REVENUE $35,436

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,132

Other Expenses $31,331

TOTAL EXPENSES $31,331

Year-over-Year Comparison

	2024	2023	Change
Revenue	$35,436	$26,808	+0.3%
Expenses	$31,331	$25,413	+0.2%
Net Income	$4,105	$1,395	+1.9%

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
DAN DUTRA	Director	3.00	Director	$0	$0	$0
KAREN PAASKE	Director	3.00	Director	$0	$0	$0
ED BROOKS	Director	3.00	Director	$0	$0	$0
JESSE JONES	Director	3.00	Director	$0	$0	$0
JEANNETTE WYNNE	Treasurer	3.00	Officer Director	$0	$0	$0
BLAKE JAMISON	2nd Vice Pres.	3.00	Officer Director	$0	$0	$0
LARRY HUYCK	Director	3.00	Director	$0	$0	$0
BETH DUNN	Director	3.00	Director	$0	$0	$0
ALVIN CABRAL	Director	3.00	Director	$0	$0	$0
ARDEANE MACHADO ECKERT	1ST VICE PRES	3.00	Officer Director	$0	$0	$0
JULIE MOORE	Director	3.00	Director	$0	$0	$0
DON FLETCHER	Director	3.00	Director	$0	$0	$0
SUSAN WARNSTROM	Director	3.00	Director	$0	$0	$0
DEBBIE MANFRINA	Director	3.00	Director	$0	$0	$0
LYNN ROMINE	CORRESP SECR	3.00	Officer Director	$0	$0	$0
SHERRIE CHAVEZ	Director	3.00	Director	$0	$0	$0
LINDA WARREN	Secretary	3.00	Officer Director	$0	$0	$0
KEN OSTINI	President	3.00	Officer Director	$0	$0	$0
STEVE JUNAK	Director	3.00	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	$35,436	$31,331	$766,226	$4,105
2024	$26,808	$25,413	$762,158	$1,395
2023	$19,561	$28,899	$757,172	$-9,338
2022	$27,537	$42,989	$766,510	$-15,452
2021	$25,517	$27,037	$781,962	$-1,520
2020	$35,038	$20,864	$783,482	$14,174
2019	$55,224	$21,449	$769,308	$33,775

LOMPOC VALLEY HISTORICAL SOCIETY INC