LIVING HISTORY ASSOCIATION INC (EIN 030267178) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

JAMES DASSATTI

Phone

8024645569

Tax Period

2023-01-01 to 2023-12-31

LIVING HISTORY ASSOCIATION INC, founded in 1977, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $9K in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2K, a strong 21% operating margin.

Mission

EDUCATION OF AMERICAN HISTORY

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $9,179

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $9,179

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,232

Other Expenses $7,262

TOTAL EXPENSES $7,262

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,179	$6,844	+0.3%
Expenses	$7,262	$5,533	+0.3%
Net Income	$1,917	$1,311	+0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE HEENAN	CHAIRMAN, B.O.D	1.00	Director	$0	$0	$0
QUINTON JOHANSEN	SECRETARY	1.00	Director	$0	$0	$0
ELIZABETH MURPHY	VICE CHAIRMAN B.O.D.	2.00	Director	$0	$0	$0
GRETCHEN HARBOURT	FINANCIAL OFFICER	1.00	Director	$0	$0	$0
RICK TUCKER	TRUSTEE	1.00	Director	$0	$0	$0
ROB KEENAN	TRUSTEE	1.00	Director	$0	$0	$0
GEORGE DEVLIN	TRUSTEE	1.00	Director	$0	$0	$0
MARIE HEENAN	TRUSTEE	1.00	Director	$0	$0	$0
LEO TUCKER	TRUSTEE	1.00	Director	$0	$0	$0
JAMES DASSATTI	EXECUTIVE DIRECTOR	3.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2023	$9,179	$7,262	$2,750	$1,917
2022	$6,844	$5,533	$3,450	$1,311
2021	$11,113	$10,608	No data	$505

LIVING HISTORY ASSOCIATION INC