Civic Intelligence

San Lorenzo Valley Historical Society

EIN 94-3240597 • 501(c)3 • Boulder Creek, CA

Pub. 78 Eligible990-N CoverageNTEE T30

Profile

To preserve and share the history of the San Lorenzo Valley.

PO Box 576Boulder Creek, CA 95006

www.slvmuseum.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T30 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T30 • $1M-$5M nonprofits • Source year 2024

Net Margin

27th percentile

-2.9%

Higher net margin than 27% of similar nonprofits.

NTEE T30 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

69th percentile

$23,963

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 39.1% of source-year revenue.

NTEE T30 • $1M-$5M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

$1,109,770

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$1,109,770

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue49th percentileNet Margin27th percentile

Revenue

$61,314

No earlier filing loaded for comparison.

Expenses

$63,093

No earlier filing loaded for comparison.

Net Income

-$1,779

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2024: $1,109,770Liabilities 2024: $0Net Assets 2024: $1,109,7702024

Highlighted filing

2024

Assets$1,109,770
Liabilities$0
Net Assets$1,109,770
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2024: $61,314Expenses 2024: $63,093Net Income 2024: -$1,7792024

Highlighted filing

2024

Revenue$61,314
Expenses$63,093
Net Income-$1,779
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,109,770
Liabilities
$0
Net assets
$1,109,770
Revenue
$61,314
Expenses
$63,093
Net income
-$1,779
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.06$0.06$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.0
Gross Receipts
$66,547
Mission and Program Overview

Mission

To preserve and share the history of the San Lorenzo Valley.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$775,000$775,000→ $0
Savings and Temporary Cash Investments$306,998$308,172▲ $1,174
Cash and Non-Interest-Bearing Accounts$25,386$22,599▼ $2,787
Inventories for Sale or Use$3,488$3,999▲ $511
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Investments in Publicly Traded Securities$0--
Intangible Assets$0--
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,110,872$1,109,770▼ $1,102
Other Assets Total$0--
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,110,872$1,109,770▼ $1,102
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$1,110,872$1,109,770▼ $1,102
Total Liabilities and Net Assets / Fund Balance$1,110,872$1,109,770▼ $1,102

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$775,000$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Laura DeAngelisExecutive DirectorPT$23,963$23,963

Board Members and Trustees

NameTitle
Lisa RobinsonPresident
Deborah OsterbergDirector
Gail WindDirector
Karin Ann ParkDirector
Lucia MacLeanDirector
Stephen PayneDirector
Carmen BergmannDirector & School Program Coordinator
Bob FultzCo-Treasurer
Bob PresswoodCo-Treasurer
Liz BroughtonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$39,560
Program Service Revenue
$5,180
Investment Income
$5,888
Other Revenue
$10,686
All Other Contributions
$34,825
Change in Net Assets
$-1,779
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$34,644
Salaries, Compensation, and Employee Benefits$28,449
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$25,981-$25,981
Other Expenses$12,376$0$0$12,376
Occupancy-$12,353-$12,353
Office Expenses-$6,890-$6,890
Payroll Taxes-$2,468-$2,468
Fees for Services Accounting-$1,901-$1,901
Information Technology-$452-$452
Conferences and Meetings-$232-$232
Advertising-$127-$127
Total Functional Expenses$12,376$50,717$0$63,093
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$12,745
Fundraising Direct Expenses$3,597
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The San Lorenzo Valley Historical Society has members.”

Form 990, Part VI, Section A, Line 7A

“The San Lorenzo Valley Historical Society has members who can participate in the election of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The draft 990 is sent to the members of the governing body and executive director via email as a pdf document.”

Form 990, Part VI, Section C, Line 19

“The San Lorenzo Valley Historical Society maintains its financial records at its office. Any member of the public can request access to the documents. The Society's Annual Report Summary is made available on its website. The Society's governance documents are on a Google Drive and any member of the public can request access.”

Filing and Contact Details

Filer

Filer Name
San Lorenzo Valley Historical Society
EIN
94-3240597
Phone
8313388382
Address
PO Box 576, Boulder Creek, CA 95006
Doing Business As
San Lorenzo Valley Museun

Signing Officer

Name
Lisa Robinson
Title
President
Phone
8313388382
Signed
2025-05-14

Organization Details

Principal Officer
Laura DeAngelis
Formed
1976
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
3
Volunteers
70
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Moved $511 from cash to bookstore inventory.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02468
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd00
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IRS990/PrincipalOfficerNm0Laura DeAngelis
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt05180
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt01875
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IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
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IRS990/ReconcilationRevenueExpnssAmt0-1779
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt00

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