ORAL HISTORY ASSOCIATION

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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

1967

Legal Domicile

Phone

6156242688

Tax Period

2024-01-01 to 2024-12-31

ORAL HISTORY ASSOCIATION, founded in 1967, is a small nonprofit that reported $301K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. Net assets of $946K represent 38 months of operating reserves.

Mission

TO PROVIDE A MEANS FOR EFFECTIVE COOPERATION AMONG PEOPLE CONCERNED WITH DOCUMENTING AND PRESERVING ORAL HISTORY AND TO DISSEMINATE INFORMATION ABOUT ORAL HISTORY.

Program Service Accomplishments

Program 1

Expenses: $151,562 Revenue: $147,620

MEMBER SERVICES, INCLUDING PUBLICATIONS INCLUDING ORAL HISTORY REVIEW, HISTORY ASSOCIATION NEWLETTER, AND OTHER MEMBER COMMUNICATIONS. ORAL HISTORY REVIEW WAS MADE AVAILABLE TO OVER 1,230 MEMBERS OR POTENTIAL MEMBERS THROUGH PRINT AND ONLINE VERSIONS OF PUBLICATIONS. IN PROVIDING SERVICES THE ORGANIZATION UTILIZES IN KIND SERVICES AND FACILITIES PROVIDED THROUGH BAYLOR UNIVERSITY THROUGH A COST-SHARING GRANT WITH THE UNIVERSITY. THE ORGANIZATION HAS ALSO ALLOCATED IN KIND AMOUNTS FOR PROGRAM SERVICES NOT INCLUDED IN THIS FORM 990 IN THE AMOUNTS OF $59,230 AND $5,477 FOR CONTRIBUTED SALARIES AND USE OF FACILITIES, RESPECTIVELY.

Program 2

Expenses: $113,131 Revenue: $100,749

ANNUAL MEETING PROVIDED FOR THE BENEFIT OF ITS OVER 1,000 MEMBERS, OF WHICH 516 ATTENDEES REGISTERED FOR THE 2024 ANNUAL MEETING.

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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 (2024)

Revenue Breakdown

Contributions & Grants $117,624

Program Service Revenue $159,604

Investment Income $23,727

Other Revenue $0

TOTAL REVENUE $300,955

Expense Breakdown

Grants Paid $17,910

Salaries & Benefits $47,194

Fundraising Expenses $1,708

Program Expenses $264,693

Other Expenses $241,034

TOTAL EXPENSES $306,138

Year-over-Year Comparison

	2024	2023	Change
Revenue	$300,955	$505,620	-0.4%
Expenses	$306,138	$523,100	-0.4%
Net Income	$-5,183	$-17,480	-0.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN SLOAN	EXECUTIVE DIRECTOR	20.00	Director	$0	$0	$0
STEVEN SIELAFF	ASSOCIATE DIRECTOR	10.00	Director	$0	$0	$0
NISHANI FRAZIER	COUNCIL	1.00	Director	$0	$0	$0
SHANNA FARRELL	COUNCIL	1.00	Director	$0	$0	$0
FRANCINE SPANG-WILLIS	COUNCIL	1.00	Director	$0	$0	$0
ANNA SHEFTEL	COUNCIL	1.00	Director	$0	$0	$0
ABBY PERKISS	COUNCIL	1.00	Director	$0	$0	$0
TROY F REEVES JR	PRESIDENT	2.00	Officer Director	$0	$0	$0
SARAH E MILLIGAN	VICE PRESIDENTPRES ELECT	2.00	Officer Director	$0	$0	$0
KELLY ELAINE NAVIES	PAST PRESIDENT	2.00	Officer Director	$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
2025	No data	No data	No data	No data
2024	$300,955	$306,138	$1,020,492	$-5,183
2023	$505,620	$523,100	$907,810	$-17,480
2022	$1,077,515	$856,452	$905,678	$221,063
2021	$207,502	$157,691	$995,958	$49,811
2020	$247,567	$169,491	$841,581	$78,076
2019	$365,155	$381,658	$712,750	$-16,503
2018	$337,122	$254,622	$656,382	$82,500