Mill Valley Historical Society

Nonprofit profile at a glance

EIN
942495702
IRS 990-EZ coverage
2025–2025
Forms available
Form 990 2024, Form 990-EZ 2025, Form 990-N 2023
Location
Mill Valley, CA, USA
Rating
80
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$33,614
Expenses
$26,640
Assets
$290,460
Liabilities
$4,999

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

14 people listed

Executive titles in this filing

  • Nancy Emerson (President)
  • Daniel Kelly (Vice President)

People named in this filing

  • Nancy Emerson (President)
  • Daniel Kelly (Vice President)
  • Mia McCall (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To gather catalog and preserve the records and memorabilia relating to the City of Mill Valley Marin County California and environs to provide means for the dissemination of this material to the public to celebrate the communitys historic past and changing present and to organize Marin County residents and other persons to support these objectives.

What it reported doing in 2025

Publication of the 2025 edition of the Mill Valley Historical Society REVIEW magazine. Costs include writing and editor fees and printing.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Hybrid. The nonprofit split its reported program spending across 78% for direct work, and 22% for grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 91
  • Transparency & Controls: 74
  • Sustainability: 71
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 86%; rating input score 86
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 90.9%; rating input score 91; 3rd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 20.7%; rating input score 73; 73rd percentile among comparable filings
  • Total-asset coverage ratio: 10.9; rating input score 92; 92nd percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 23; 23rd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -144.8% per year; rating input score 0; 1st percentile among comparable filings
  • Asset growth: 3.2% per year; rating input score 100; 50th percentile among comparable filings

Details

  • Where the money goes: 86% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 5 filed program accomplishments · $27K in reported program spending
  • Leadership: top reported pay $0 · 14 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 23/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.