ARCHIVAL FOUNDATION (EIN 204366551) - 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

2006

Legal Domicile

Principal Officer

BILL KRAMER

Phone

3102473000

Tax Period

2023-07-01 to 2024-06-30

ARCHIVAL FOUNDATION, founded in 2006, is a mid-sized nonprofit in the Education sector that reported $18.0M in total revenue in fiscal year 2023. Net assets of $61.4M represent 41 months of operating reserves.

Mission

TO SERVE AS A SUPPORTING ORGANIZATION OF THE ACADEMY FOUNDATION. IT MANAGES THE DOUGLAS FAIRBANKS CTR. FOR MOT- ION PICTURE STUDY, MARGARET HERRICK LIBRARY, & ACADEMY FILM ARCHIVE.

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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 $17,703,957

Program Service Revenue $268,672

Investment Income $4,536

Other Revenue $84

TOTAL REVENUE $17,977,249

Expense Breakdown

Grants Paid $1,009,314

Salaries & Benefits $12,078,041

Fundraising Expenses $0

Program Expenses $18,198,170

Other Expenses $5,670,731

TOTAL EXPENSES $18,758,086

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,977,249	$18,631,471	0.0%
Expenses	$18,758,086	$18,849,836	0.0%
Net Income	$-780,837	$-218,365	+2.6%

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

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

$3,963,200

Total Directors

Key Employees

$589,511

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL KRAMER	CHIEF EXECUTIVE OFFICER	5.0	Officer	$0	$55,184	$1,143,783
BRENDAN CONNELL JR	CHIEF OPERATING OFFICER	5.0	Officer	$0	$58,116	$614,479
ANDREW HORN	CHIEF FINANCIAL OFFICER	5.0	Officer	$0	$110,667	$561,368
L SCOTT MILLER	GEN. COUNSEL & CHIEF ADMIN OFF	5.0	Officer	$0	$86,935	$451,205
DAWN HUDSON	FMR CHIEF EXECUTIVE OFFICER	0.0		$0	$22,573	$450,445
BEVERLY KITE	CHIEF INFORMATION OFFICER	5.0	Officer	$0	$75,671	$440,609
JENNIFER DAVIDSON	CHIEF COMMUNICATIONS OFFICER	5.0	Officer	$0	$67,074	$421,242
RANDY HABERKAMP	SVP, PRESERV & FOUNDATIN PROGR	30.0	Key Emp	$0	$67,933	$334,863
JENNY GALANTE	CHIEF REVENUE OFFICER	5.0	Officer	$0	$65,359	$330,514
MATT SEVERSON	DIRECTOR OF LIBRARY	45.0	Key Emp	$0	$63,209	$254,648
CHRISTINE SIMMONS	FMR CHIEF OPERATING OFFICER	0.0		$0	$7,430	$167,977
ISIS MUSSENDEN	PRESIDENT (UNTIL 8/23)	1.0	Officer Director	$0	$0	$0
HOWARD BERGER	VP (UNTIL 8/23), PRES. (9/23)	1.0	Officer Director	$0	$0	$0
BROOKE BRETON	SECRETARY	1.0	Officer Director	$0	$0	$0
TOM DUFFIELD	TREASURER (AS OF 8/23)	1.0	Officer Director	$0	$0	$0
DONNA GIGLIOTTI	VICE PRESIDENT (AS OF 8/23)	1.0	Officer Director	$0	$0	$0
LARRY KARASZEWSKI	VICE PRESIDENT (UNTIL 8/23)	1.0	Officer Director	$0	$0	$0
DAVID LINDE	TREASURER (UNTIL 8/23)	1.0	Officer Director	$0	$0	$0
KIM TAYLOR-COLEMAN	TRUSTEE(UNTIL 8/23), VP(8/23)	1.0	Officer Director	$0	$0	$0
WENDY AYLSWORTH	TRUSTEE (AS OF 8/23)	1.0	Director	$0	$0	$0
LAURA KIM	TRUSTEE (UNTIL 8/23)	1.0	Director	$0	$0	$0
STEVEN RIVKIN	TRUSTEE (AS OF 8/23)	1.0	Director	$0	$0	$0
WYNN THOMAS	TRUSTEE (UNTIL 8/23)	1.0	Director	$0	$0	$0
MARLON WEST	TRUSTEE (AS OF 8/23)	1.0	Director	$0	$0	$0
JANET YANG	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL POGORZELSKI	DIRECTOR OF FILM ARCHIVE	45.0	Key Emp	$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	$17,977,249	$18,758,086	$64,293,793	$-780,837
2023	$18,631,471	$18,849,836	$61,548,290	$-218,365
2022	$22,305,592	$18,331,151	$59,486,303	$3,974,441
2021	$21,253,596	$20,060,376	$70,496,412	$1,193,220
2020	$22,588,169	$21,473,633	$61,169,928	$1,114,536
2020	$22,588,169	$21,473,633	$61,169,928	$1,114,536
2019	$24,785,451	$23,135,551	$61,805,119	$1,649,900
2018	$24,119,611	$25,640,714	$58,626,618	$-1,521,103

ARCHIVAL FOUNDATION