Santa Clara Valley RR Historical Society

Nonprofit profile at a glance

EIN
770332075
IRS 990-EZ coverage
2010–2025
Forms available
Form 990-EZ 2025
Location
Fillmore, CA, USA
Phone
8502295240
Rating
72
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Historical Societies & Historic Preservation

Reported finances

Revenue
$33,307
Expenses
$25,465
Assets
$308,999
Liabilities
$927

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

Leadership & pay

4 people listed

Executive titles in this filing

  • John Gartman (President)
  • Nicholas Martinez (Vice President)

People named in this filing

  • John Gartman (President)
  • Steven Pierce (Secretary)
  • Ron Lewis (Treasurer)

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

RR Historical Society

What it reported doing in 2025

Establish historical record of Santa Clara Valleyfor scientific and educational purposes. Help finance and overseeinstallation of turntable.

Operating model

Revenue model
Other-operating. 99% of the money available for current operations came from other operating revenue.
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

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and assets have declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 68
  • Transparency & Controls: 82
  • Sustainability: 73
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 61.5%; rating input score 61
  • Program expense ratio: 80.4%; rating input score 80

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 23.5%; rating input score 75; 75th percentile among comparable filings
  • Total-asset coverage ratio: 12.13; rating input score 93; 93rd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 28; 28th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -2.6% per year; rating input score 0; 41st percentile among comparable filings
  • Revenue growth: 7.5% per year; rating input score 100; 76th percentile among comparable filings
  • Asset growth: -0% per year; rating input score 0; 38th percentile among comparable filings

Details

  • Where the money goes: 61.5% of revenue deployed · 80.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $20K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 14 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • 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: Program expense growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 28/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.