Petaluma Museum Association
Nonprofit profile at a glance
- EIN
- 942826729
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990-EZ 2024
- Location
- Petaluma, CA, USA
- Phone
- 7077784398
- Rating
- 93
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Single Organization Support
Reported finances
- Revenue
- $167,542
- Expenses
- $232,907
- Assets
- $60,874
- Liabilities
- $1,974
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
13 people listed
Executive titles in this filing
- Cynthia Berhtram (co-President)
- Angela Ryan (President)
People named in this filing
- Cynthia Berhtram (co-President)
- Megan Kelly (Secretary)
- STacey Atchley-Manzer (Executive Dir.)
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 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To preserve the unique heritage of Petaluma and to provide educational and cultural services to the community.
What it reported doing in 2024
Exhibits & Tours The Petaluma museum association (pma) maintains exhibits at the historical library located in downtown Petaluma. The second floor houses a permanent exhibit on the history of Petaluma while the first floor is used for a rotating exhibits. The pma also offers Petaluma history tours led by costumed designs, often appearing in historical attire. Concerts with its stunning acoustics, intimate size and classical architectural interior, the Petaluma historical library and museum affords performers and concert goers alike the ultimate in sound experience. The pma hosts 3-5 concerts each year, with styles including classical, jazz, chamber, and more. Artifact collection preservation & research The Museum has a vast collection of local historical items. Great care is taken to preserve and catalog these items so that they may be enjoyed and studied for years to come. The pma also maintains the hoppy Hopkins research library. This collection contains books and files that assist in history, genealogy and architectural research of Petaluma and close environs.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 97
- Transparency & Controls: 100
- Sustainability: 19
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 91.1%; rating input score 91
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -39%; rating input score 3; 3rd percentile among comparable filings
- Total-asset coverage ratio: 0.26; rating input score 23; 23rd percentile among comparable filings
- Liabilities to assets ratio: 0.03; rating input score 33; 33rd percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 22.6% per year; rating input score 100; 78th percentile among comparable filings
- Revenue growth: 5.2% per year; rating input score 100; 49th percentile among comparable filings
- Asset growth: -2.9% per year; rating input score 0; 20th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 91.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $212K in reported program spending
- Leadership: top reported pay $0 · 13 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Filing history: 14 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- 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 — Sustainability: Operating margin scored 3/100.
- High — Sustainability: Total-asset coverage ratio scored 23/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 33/100.