World History Association (EIN 222464092) - 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

Legal Domicile

Phone

6173736818

Tax Period

2025-01-01 to 2025-12-31

World History Association is a small nonprofit that reported $226K in total revenue in fiscal year 2025. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $277K exceeded revenue, resulting in a 23% operating deficit.

Mission

Promoting the study of Global 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 (2025)

Revenue Breakdown

Contributions & Grants $2,350

Program Service Revenue $146,309

Investment Income $77,348

Other Revenue $0

TOTAL REVENUE $226,007

Expense Breakdown

Grants Paid $0

Salaries & Benefits $76,900

Fundraising Expenses $0

Program Expenses $3,855

Other Expenses $200,074

TOTAL EXPENSES $276,974

Year-over-Year Comparison

	2025	2024	Change
Revenue	$226,007	$308,627	-0.3%
Expenses	$276,974	$208,374	+0.3%
Net Income	$-50,967	$100,253	-1.5%

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

N/A

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

$4,583

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Judi Freeman	Executive Dir.	20.00	Director	$4,583	$0	$4,583
Ruth Mostern	President	1.00	Officer	$0	$0	$0
Cynthia Ross	Vice President	1.00	Officer	$0	$0	$0
Sarah Eltabib	Secretary	1.00	Officer	$0	$0	$0
Eric Nelson	Treasurer	1.00	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
2025	$226,007	$276,974	$560,290	$-50,967
2024	$308,627	$208,374	$611,257	$100,253
2023	$141,843	$139,466	$511,004	$2,377
2022	$183,761	$209,397	$522,757	$-25,636
2021	$251,131	$79,555	$534,263	$171,576
2020	$104,260	$86,820	$362,687	$17,440
2019	$193,229	$172,446	$345,247	$20,783
2018	$143,268	$113,106	$324,464	$30,162

World History Association