Goleta Valley Historical Society (EIN 956149517) - 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

1966

Legal Domicile

Principal Officer

Paul Mocker

Phone

8056817216

Tax Period

2024-01-01 to 2024-12-31

Goleta Valley Historical Society, founded in 1966, is a small nonprofit that reported $286K in total revenue in fiscal year 2024. Expenses of $371K exceeded revenue, resulting in a 30% operating deficit.

Mission

To collect, preserve, interpret and foster appreciation of Goleta Valleys history through exhibits, programs, and stewardship of the historic Rancho La Patera, home to the Stow family.

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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 $152,312

Program Service Revenue $31,462

Investment Income $38,068

Other Revenue $64,143

TOTAL REVENUE $285,985

Expense Breakdown

Grants Paid $0

Salaries & Benefits $187,346

Fundraising Expenses $79,055

Program Expenses $137,041

Other Expenses $184,121

TOTAL EXPENSES $371,467

Year-over-Year Comparison

	2024	2023	Change
Revenue	$285,985	$295,746	0.0%
Expenses	$371,467	$374,207	0.0%
Net Income	$-85,482	$-78,461	+0.1%

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

$3,542

Total Directors

$3,542

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Denise Sanford	Executive Dir.	40.00	Officer Director	$3,542	$0	$3,542
Paul Mocker	President	2.00	Officer Director	$0	$0	$0
Michele Fitch	Vice President	2.00	Officer Director	$0	$0	$0
Erin Johnson	Secretary	2.00	Officer Director	$0	$0	$0
Stephanie Petlow	Director	2.00	Director	$0	$0	$0
Justin Soenke	Director	2.00	Director	$0	$0	$0
Paula Bottiani	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
2024	$285,985	$371,467	$1,819,329	$-85,482
2023	$295,746	$374,207	$1,885,681	$-78,461
2022	$280,748	$342,847	$1,905,722	$-62,099
2021	$270,606	$263,234	$2,091,278	$7,372
2020	$210,198	$244,530	$2,056,238	$-34,332
2019	$271,852	$285,611	$2,014,233	$-13,759
2018	$427,457	$275,999	$1,964,324	$151,458

Goleta Valley Historical Society