THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY

EIN: 133795391 501(c)(3) Education

NEW YORK, NY

Total Revenue
$12,020,184
Total Expenses
$10,332,907
Total Assets
$66,115,842
Net Assets
$64,615,843
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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
NY
Principal Officer
KATE R SMITH
Phone
6463669666
Tax Period
2022-07-01 to 2023-06-30

THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY, founded in 1994, is a mid-sized nonprofit in the Education sector that reported $12.0M in total revenue in fiscal year 2022. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $10.3M left a modest 14% surplus.

Mission

THE INSTITUTE HAS PURCHASED AND HAS RECEIVED DONATIONS OF DOCUMENTS OF NATIONAL HISTORICAL SIGNIFICANCE. THE DOCUMENTS ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE, RATHER THAN FOR FINANCIAL GAIN. IN CONFORMITY WITH ACCOUNTING POLICIES GENERALLY FOLLOWED BY MUSEUMS, THE VALUE OF THE HISTORICAL DOCUMENTS HAS BEEN EXCLUDED FROM THE STATEMENT OF FINANCIAL POSITION, AND GIFTS OF HISTORICAL DOCUMENTS ARE EXCLUDED FROM REVENUE IN THE STATEMENT OF ACTIVITIES. PURCHASES OF HISTORICAL DOCUMENTS ARE RECORDED AS DECREASES IN THE STATEMENT OF ACTIVITIES AND PROCEEDS FROM DEACCESSIONS ARE REFLECTED AS INCREASES IN THE STATEMENT OF ACTIVITIES IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR SOLD.

Program Service Accomplishments

Program 1
Expenses: $3,035,415 Revenue: $2,103,310

TEACHER PROGRAMS IN AMERICAN HISTORY:TEACHER PROFESSIONAL DEVELOPMENT PROGRAMS SERVED 21,000 TEACHERS. IN THE SUMMER, TEACHER PROFESSIONAL DEVELOPMENT PROGRAMS SERVED MORE THAN 1,500 TEACHERS ONLINE...

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TEACHER PROGRAMS IN AMERICAN HISTORY:TEACHER PROFESSIONAL DEVELOPMENT PROGRAMS SERVED 21,000 TEACHERS. IN THE SUMMER, TEACHER PROFESSIONAL DEVELOPMENT PROGRAMS SERVED MORE THAN 1,500 TEACHERS ONLINE AND 500 TEACHERS IN PERSON, WITH SEVERAL HUNDRED ADDITIONAL EDUCATORS JOINING FOR LIVESTREAMED LECTURES. THE GETTYSBURG COLLEGEGILDER LEHRMAN MA IN AMERICAN HISTORY, AN AFFORDABLE, FULLY ONLINE MASTER'S DEGREE PROGRAM, LED BY RENOWNED, AWARD-WINNING HISTORIANS, ADMITTED 1,300 STUDENTS THIS YEAR.

Program 2
Expenses: $2,650,087

STUDENT PROGRAMS IN AMERICAN HISTORY: STUDENT PROGRAMS SERVED ALL FIFTY STATES AND 99 COUNTRIES OUTSIDE OF THE US. THE TOTAL NUMBER OF SCHOOLS THAT PARTICIPATED IN THE AFFILIATE SCHOOL PROGRAM WAS...

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STUDENT PROGRAMS IN AMERICAN HISTORY: STUDENT PROGRAMS SERVED ALL FIFTY STATES AND 99 COUNTRIES OUTSIDE OF THE US. THE TOTAL NUMBER OF SCHOOLS THAT PARTICIPATED IN THE AFFILIATE SCHOOL PROGRAM WAS OVER 34,750, REACHING 12 MILLION STUDENTS. THE GILDER LEHRMAN INSTITUTE HAS PARTNERED WITH THE ROCKEFELLER FOUNDATION AND THE MUSICAL "HAMILTON" TO CREATE AN EDUCATION PROGRAM FOR THE MUSICAL, WHICH HAD PARTICIPATION FROM 195,000 STUDENTS. THE INSTITUTE'S AP US HISTORY STUDY GUIDE HAD 1.6 MILLION UNIQUE VISITORS. THE INSTITUTE'S ONLINE AMERICAN HISTORY COURSES CALLED HISTORY SCHOOL SERVED 8,700 STUDENTS. HISTORY U, AN OFFERING IN WHICH STUDENTS CAN TAKE AMERICAN HISTORY SELF-PACED ONLINE COURSES, HAS SERVED 3,500 STUDENTS.

Program 3
Expenses: $812,016 Revenue: $85,975

MUSEUM COLLECTIONS THROUGH EXHIBITIONS AND EDUCATIONAL RESOURCES:THE GILDER LEHRMAN COLLECTION INCLUDES OVER 86,000 PRIMARY SOURCE DOCUMENTS RELATING TO AMERICAN HISTORY. THE DIGITAL COLLECTION...

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MUSEUM COLLECTIONS THROUGH EXHIBITIONS AND EDUCATIONAL RESOURCES:THE GILDER LEHRMAN COLLECTION INCLUDES OVER 86,000 PRIMARY SOURCE DOCUMENTS RELATING TO AMERICAN HISTORY. THE DIGITAL COLLECTION ALLOWS ONLINE ACCESS TO OUR DOCUMENTS. IN 2020, THE INSTITUTE LAUNCHED ITS TRANSCRIPTION PROJECT, WHICH ENLISTS MIDDLE AND HIGH SCHOOL STUDENTS TO TRANSCRIBE DOCUMENTS FROM THE GILDER LEHRMAN COLLECTION. MORE THAN 430 VOLUNTEERS HAVE TRANSCRIBED MORE THAN 4,250 PAGES OF RARE DOCUMENTS FROM THE GILDER LEHRMAN COLLECTION. TRAVELING EXHIBITION PANELS ON MAJOR TOPICS IN AMERICAN HISTORY ARE IN CIRCULATION AND VISITED 98 SITES ACROSS THE COUNTRY. GILDER LEHRMAN COLLECTION'S PRIMARY SOURCES ARE ALSO ON DISPLAY IN PHYSICAL EXHIBITION SPACES AT THE GEORGE WASHINGTON'S MOUNT VERNON, GETTYSBURG NATIONAL MILITARY PARK, THE MORGAN LIBRARY & MUSEUM, THE MUSEUM OF THE AMERICAN REVOLUTION, THE MUSEUM OF MODERN ART AND UNITED STATES CAPITOL VISITOR CENTER. ONLINE PROGRAM, INSIDE THE VAULT: HIGHLIGHTS FROM THE GILDER LEHRMAN COLLECTION, HAS BEEN VIEWED BY NEARLY 50,000 TEACHERS, STUDENTS, SCHOLARS, AND HISTORY ENTHUSIASTS.

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Trantor Score

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

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $7,431,388
Program Service Revenue $2,103,310
Investment Income $2,339,742
Other Revenue $145,744
TOTAL REVENUE $12,020,184

Expense Breakdown

Grants Paid $1,116,729
Salaries & Benefits $4,902,434
Fundraising Expenses $743,049
Program Expenses $8,222,290
Other Expenses $4,260,744
TOTAL EXPENSES $10,332,907

Year-over-Year Comparison

2022 2021 Change
Revenue $12,020,184 $10,568,367 +0.1%
Expenses $10,332,907 $9,092,210 +0.1%
Net Income $1,687,277 $1,476,157 +0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
39
Independent Members
38
Employees
111
Volunteers
38

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
2
$505,186
Total Directors
39
$270,237
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES G BASKER PRESIDENT & CEO 40.00
Officer Director
$258,584 $11,653 $270,237
RUSSELL P PENNOYER SECRETARY 1.00
Director
$0 $0 $0
JOSEPH DIMENNA TREASURER 1.00
Director
$0 $0 $0
SHAHNAZ BATMANGHELIDJ TRUSTEE 1.00
Director
$0 $0 $0
JOHN D BRITTON II TRUSTEE 1.00
Director
$0 $0 $0
ALYSHA BUTLER TRUSTEE 1.00
Director
$0 $0 $0
ROBERT C DAUM TRUSTEE 1.00
Director
$0 $0 $0
DIXIE DE LUCA TRUSTEE 1.00
Director
$0 $0 $0
PATRICK DUFF TRUSTEE 1.00
Director
$0 $0 $0
REGINA GANNON TRUSTEE 1.00
Director
$0 $0 $0
HENRY LEWIS GATES TRUSTEE 1.00
Director
$0 $0 $0
ANNETTE GORDON-REED TRUSTEE 1.00
Director
$0 $0 $0
BRUCE GORDON TRUSTEE 1.00
Director
$0 $0 $0
ALLEN C GUEZLO TRUSTEE 1.00
Director
$0 $0 $0
ELIZABETH HERBST-BRADY TRUSTEE 1.00
Director
$0 $0 $0
THOMAS P HIRSCHFELD TRUSTEE 1.00
Director
$0 $0 $0
PHILLIP A JACKSON TRUSTEE 1.00
Director
$0 $0 $0
ALAN JONES TRUSTEE 1.00
Director
$0 $0 $0
GLADSTONE N JONES III TRUSTEE 1.00
Director
$0 $0 $0
LEWIS E LEHRMAN TRUSTEE 1.00
Director
$0 $0 $0
THOMAS D LEHRMAN TRUSTEE 1.00
Director
$0 $0 $0
MICHAEL MCCORMICK TRUSTEE 1.00
Director
$0 $0 $0
S ANDREW BANKS TRUSTEE 1.00
Director
$0 $0 $0
JOHN L NAU III TRUSTEE 1.00
Director
$0 $0 $0
ROBERT H NIEHAUS TRUSTEE 1.00
Director
$0 $0 $0
LINDA PACE TRUSTEE 1.00
Director
$0 $0 $0
VICTORIA PHILLIPS TRUSTEE 1.00
Director
$0 $0 $0
WILLIAM J POORVU TRUSTEE 1.00
Director
$0 $0 $0
SHAIZA RIZAVI TRUSTEE 1.00
Director
$0 $0 $0
VALERIE ROCKEFELLER TRUSTEE 1.00
Director
$0 $0 $0
MARY CASLIN ROSS TRUSTEE 1.00
Director
$0 $0 $0
MARK SHAFIR TRUSTEE 1.00
Director
$0 $0 $0
NANCY SIMPKINS TRUSTEE 1.00
Director
$0 $0 $0
DOROTHY DEBBIE STAPLETON TRUSTEE 1.00
Director
$0 $0 $0
LUZ TOWNS-MIRANDA TRUSTEE 1.00
Director
$0 $0 $0
JANICE UGAKI TRUSTEE 1.00
Director
$0 $0 $0
CURT VIEBRANZ TRUSTEE 1.00
Director
$0 $0 $0
RICHARD WEBSTER TRUSTEE 1.00
Director
$0 $0 $0
EDWARD L AYERS TRUSTEE 1.00
Director
$0 $0 $0
KATHRINE MOTT COO 40.00
Officer
$211,281 $23,668 $234,949
TIM BAILEY DIR. OF CURRICULUM DEV. & INSTRUCTIONAL DESIGN 40.00
Highest
$145,917 $33,379 $179,296
KATE R SMITH CFO 40.00
Highest
$128,038 $21,049 $149,087
SANDRA TRENHOLM DIR. & CURATOR OF GILDER LEHRMAN COLLECTION 40.00
Highest
$111,275 $42,387 $153,662
SASHA R PEREIRA DIR. OF EDUCATIONAL PROGRAMS AND HAMILTON EDUC. 40.00
Highest
$106,704 $38,535 $145,239
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
2025 No data No data No data No data
2024 No data No data No data No data
2023 $12,020,184 $10,332,907 $66,115,842 $1,687,277
2022 $10,568,367 $9,092,210 $60,727,223 $1,476,157
2021 $8,993,543 $8,119,343 $67,600,972 $874,200
2020 $15,817,168 $11,554,139 $56,950,802 $4,263,029
2019 $16,108,787 $14,321,591 $52,942,458 $1,787,196
2018 $24,525,435 $12,628,883 $51,071,485 $11,896,552
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