THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY (EIN 133795391) - 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

1994

Legal Domicile

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

PROMOTE KNOWLEDGE/UNDERSTANDING OF AMERICAN HISTORY THROUGH EDUCATIONAL PROGRAMS/RESOURCES.

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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 (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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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

111

Volunteers

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

$505,186

Total Directors

$270,237

Key Employees

Highest Compensated

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

THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY