SANTA YNEZ VALLEY HISTORICAL SOCIE… - Form 990 Financial Data

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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

Principal Officer

TINA HANSEN MCENROE

Phone

8056887889

Tax Period

2023-01-01 to 2023-12-31

SANTA YNEZ VALLEY HISTORICAL SOCIETY, founded in 1965, is a small nonprofit in the Arts, Culture & Humanities sector that reported $508K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $664K exceeded revenue, resulting in a 31% operating deficit.

Mission

TO EDUCATE THE PUBLIC AND PRESERVE THE HISTORY OF THE SANTA YNEZ VALLEY.

Program Service Accomplishments

Program 1

Expenses: $498,365 Revenue: $467,669

THE SANTA YNEZ VALLEY HISTORICAL SOCIETY'S MISSION IS PRESERVING, INTERPRETING AND CELEBRATING THE HISTORY OF HUMAN EXPERIENCE IN CALIFORNIA'S SANTA YNEZ VALLEY AND CENTRAL COAST BY INFORMING...

THE SANTA YNEZ VALLEY HISTORICAL SOCIETY'S MISSION IS PRESERVING, INTERPRETING AND CELEBRATING THE HISTORY OF HUMAN EXPERIENCE IN CALIFORNIA'S SANTA YNEZ VALLEY AND CENTRAL COAST BY INFORMING, EDUCATING, INSPIRING AND ENGAGING MUSEUM GUESTS OF ALL AGES AND BACKGROUNDS.TO ACHIEVE ITS MISSION THE HISTORICAL SOCIETY CONSISTENTLY OFFERS EDUCATIONAL PROGRAMS ON LOCAL HISTORY, CHANGING EXHIBITIONS THAT RELATE EARLY VALLEY HISTORY AND CULTURE, CHILDRENS WORKSHOPS, AND INTERPRETIVE DISPLAYS THAT IMPART THE UNIQUE STORY OF THE SANTA YNEZ VALLEY.

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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 $306,756

Program Service Revenue $38,397

Investment Income $37,237

Other Revenue $125,756

TOTAL REVENUE $508,146

Expense Breakdown

Grants Paid $0

Salaries & Benefits $262,093

Fundraising Expenses $0

Program Expenses $498,365

Other Expenses $402,391

TOTAL EXPENSES $664,484

Year-over-Year Comparison

	2023	2022	Change
Revenue	$508,146	$396,271	+0.3%
Expenses	$664,484	$368,091	+0.8%
Net Income	$-156,338	$28,180	-6.5%

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
BRIAN D STENFORS	DIRECTOR	0.00		$76,865	$0	$76,865
ROGER HUNTER DVM	Secretary	1.00	Officer Director	$0	$0	$0
CHARLOTE DICKE	Director	1.00	Director	$0	$0	$0
KRISTINE CASTILLO	Director	1.00	Officer Director	$0	$0	$0
RANDY JONES	Director	1.00	Officer Director	$0	$0	$0
STEVE BERMAN	Director	1.00	Director	$0	$0	$0
JOHN COPELAND	Director	1.00	Director	$0	$0	$0
TINA HANSEN MCENROE	President	1.00	Director	$0	$0	$0
SHARLA BRANQUINHO	Director	1.00	Director	$0	$0	$0
MICHAEL HASKELL	Director	1.00	Director	$0	$0	$0
REY CASTILLO	Director	1.00	Director	$0	$0	$0
JOE GIBBS	Director	1.00	Director	$0	$0	$0
JOE OLLA	PAST PRESIDENT	1.00	Director	$0	$0	$0
JACK KOERS	Director	1.00	Director	$0	$0	$0
BRIAN STENFORS	Executive Dir.	40.00	Director	$0	$0	$0
JAMES ELLIOTT	Director	1.00	Director	$0	$0	$0
PAUL RIGHETTI	Vice President	1.00	Officer Director	$0	$0	$0
SUSAN LIEFF	Director	1.00	Director	$0	$0	$0
KAYVON SALAFIAN	Treasurer	1.00	Director	$0	$0	$0
KRISTINE CASTILLO	DIRECTOR	40.00		$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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$508,146	$664,484	$1,868,303	$-156,338
2022	$396,271	$368,091	$1,817,435	$28,180
2021	$368,080	$417,661	$2,039,723	$-49,581
2020	$276,931	$409,211	$1,794,797	$-132,280
2019	$458,939	$458,049	$1,668,903	$890
2018	$384,385	$497,646	$1,532,725	$-113,261

SANTA YNEZ VALLEY HISTORICAL SOCIETY