PLATINUM2024

Santa Clarita Valley Historical Society

History Happens Here

aka Santa Clarita History Center   |   Newhall, CA   |  https://scvhs.org
GuideStar Charity Check

Santa Clarita Valley Historical Society

EIN: 95-3003205


Mission

The mission of the Santa Clarita Valley Historical Society is to preserve and share the culture and history of the Santa Clarita Valley. See vision statement here: https://scvhs.org/wp/mission/

Ruling year info

1976

President

Dr. Alan Pollack

Vice President

Leon Worden

Main address

PO Box 221925

Newhall, CA 91322 USA

Show more contact info

EIN

95-3003205

Subject area info

Arts and culture

History museums

History

Historic preservation

Population served info

Children

Adolescents

Adults

Families

Parents

Show more populations served

NTEE code info

Historical Societies & Historic Preservation (A82)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Communication

Blog

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Local History Museum

The Santa Clarita Valley Historical Society operates the Santa Clarita History Center, a 13-acre campus that includes eight historic buildings, a locomotive, caboose, and railroad signal equipment.

Population(s) Served
Adults
Adolescents
Children
Artists and performers
Veterans

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Total number of volunteer hours contributed to the organization

This metric is no longer tracked.
Totals By Year
Type of Metric

Input - describing resources we use

Direction of Success

Increasing

Context Notes

Voluteers are deployed in the archiving operation (digizing historic photographs and recording data for accessioning into the collection) and in the restoration of buildings and grounds maintenance.

Total dollars received in contributions

This metric is no longer tracked.
Totals By Year
Type of Metric

Input - describing resources we use

Direction of Success

Holding steady

Context Notes

Includes both cash and in-kind donations in support of restoration efforts.

Number of groups/individuals benefiting from tools/resources/education materials provided

This metric is no longer tracked.
Totals By Year
Related Program

Local History Museum

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Approximate number of visitors who walk through the gates of the Santa Clarita History Center.

Goals & Strategy

SOURCE: Self-reported by organization

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive

  • What challenges does the organization face when collecting feedback?

    We don't have any major challenges to collecting feedback

Financials

Santa Clarita Valley Historical Society
Fiscal year: Jul 01 - Jun 30

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990

0.00

Average of 196.18 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990

15

Average of 34.4 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

9%

Average of 4% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Santa Clarita Valley Historical Society

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Santa Clarita Valley Historical Society

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Santa Clarita Valley Historical Society

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of Santa Clarita Valley Historical Society’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

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Business model indicators

Profitability info 2018 2019 2020 2021 2022
Unrestricted surplus (deficit) before depreciation $16,863 $6,022 $112,268 $100,872 $144,070
As % of expenses 68.1% 24.3% 193.0% 106.4% 75.2%
Unrestricted surplus (deficit) after depreciation $16,715 $5,874 $110,289 $95,955 $137,692
As % of expenses 67.1% 23.6% 183.4% 96.2% 69.5%
Revenue composition info
Total revenue (unrestricted & restricted) $41,643 $30,803 $170,432 $195,683 $335,745
Total revenue, % change over prior year 45.7% -26.0% 453.3% 14.8% 71.6%
Program services revenue 22.7% 23.2% 1.9% 1.1% 0.7%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 1.2% 3.6% 0.6% 0.3% -0.6%
Government grants 36.0% 17.9% 58.2% 14.8% 46.3%
All other grants and contributions 32.8% 47.1% 38.7% 83.8% 53.6%
Other revenue 7.3% 8.2% 0.6% 0.0% 0.1%
Expense composition info
Total expenses before depreciation $24,780 $24,781 $58,164 $94,811 $191,675
Total expenses, % change over prior year -13.7% 0.0% 134.7% 63.0% 102.2%
Personnel 0.0% 1.5% 31.7% 31.5% 17.2%
Professional fees 2.0% 0.1% 0.5% 9.4% 3.3%
Occupancy 0.0% 0.0% 0.0% 0.0% 0.0%
Interest 0.2% 0.1% 0.1% 0.0% 0.0%
Pass-through 0.0% 0.0% 0.0% 0.0% 0.0%
All other expenses 97.8% 98.3% 67.7% 59.1% 79.5%
Full cost components (estimated) info 2018 2019 2020 2021 2022
Total expenses (after depreciation) $24,928 $24,929 $60,143 $99,728 $198,053
One month of savings $2,065 $2,065 $4,847 $7,901 $15,973
Debt principal payment $0 $0 $0 $0 $0
Fixed asset additions $15,000 $3,348 $110,962 $55,376 $49,439
Total full costs (estimated) $41,993 $30,342 $175,952 $163,005 $263,465

Capital structure indicators

Liquidity info 2018 2019 2020 2021 2022
Months of cash 50.2 47.5 20.9 18.9 15.0
Months of cash and investments 50.2 47.5 20.9 18.9 15.0
Months of estimated liquid unrestricted net assets 51.0 52.3 22.6 19.6 15.6
Balance sheet composition info 2018 2019 2020 2021 2022
Cash $103,666 $98,078 $101,408 $149,661 $238,885
Investments $0 $0 $0 $0 $0
Receivables $0 $0 $0 $0 $0
Gross land, buildings, equipment (LBE) $921,916 $925,264 $1,036,226 $1,091,602 $1,141,041
Accumulated depreciation (as a % of LBE) 0.9% 0.9% 1.0% 1.4% 1.9%
Liabilities (as a % of assets) 0.0% 0.0% 0.3% 0.5% 0.0%
Unrestricted net assets $0 $0 $0 $0 $0
Temporarily restricted net assets $0 $0 N/A N/A N/A
Permanently restricted net assets $0 $0 N/A N/A N/A
Total restricted net assets $0 $0 $0 $0 $0
Total net assets $1,018,864 $1,024,738 $1,135,027 $1,230,982 $1,368,674

Key data checks

Key data checks info 2018 2019 2020 2021 2022
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

President

Dr. Alan Pollack

Vice President

Leon Worden

Number of employees

Source: IRS Form 990

Santa Clarita Valley Historical Society

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

Santa Clarita Valley Historical Society

Board of directors
as of 02/25/2024
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Dr. Alan Pollack

Leon Worden

SCVTV

Thomas Hough

CPA

Pat Horanberg

Barbara Martinelli

Sarah Brewer

Park Superintendent

Dianne Erskine-Hellrigel

Alan Pollack

M.D.

Angelica Huato-Nelson

Elementary School Teacher

Cathy Martin

Meredith McGowan

Public Librarian

Philip Scorza

Ann Stansell

Archaeologist

Jim Ventress

Retired Nonprofit CEO

Laurene Weste

Elected Official

Greg Wilzbach

Walt Disney Co. (ret.)

Ivan Volschenk

CEO, SCV Chamber of Commerce

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? No
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Not applicable
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? No