HISTORIC KANSAS CITY FOUNDATION (EIN 237368504) - 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

1974

Legal Domicile

Principal Officer

Vicki Noteis

Phone

8169318448

Tax Period

2021-01-01 to 2021-12-31

HISTORIC KANSAS CITY FOUNDATION, founded in 1974, is a small nonprofit that reported $276K in total revenue in fiscal year 2021. Revenue surged 362% from the prior year, signaling strong growth momentum. The organization ran a surplus of $172K, a strong 62% operating margin.

Mission

Historic Kansas City (HKC) is a greater Kansas City nonprofit organization dedicated to the preservation of the area's heritage, neighborhoods and historic built environment.

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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 (2021)

Revenue Breakdown

Contributions & Grants $260,381

Program Service Revenue $15,714

Investment Income $0

Other Revenue $0

TOTAL REVENUE $276,095

Expense Breakdown

Grants Paid $0

Salaries & Benefits $89,140

Fundraising Expenses $37,936

Program Expenses $53,091

Other Expenses $14,852

TOTAL EXPENSES $103,992

Year-over-Year Comparison

	2021	2020	Change
Revenue	$276,095	$59,742	+3.6%
Expenses	$103,992	$174,595	-0.4%
Net Income	$172,103	$-114,853	-2.5%

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

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

$82,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Briscoe	Executive Director	40	Officer	$82,800	$0	$82,800
Greg Allen	President	8	Officer Director	$0	$0	$0
Vicki Noteis	Vice President	4	Officer Director	$0	$0	$0
Eric Piper	Treasurer	6	Officer Director	$0	$0	$0
Mary Jo Draper	Secretary	4	Officer Director	$0	$0	$0
Manny Abarca	Director	1	Director	$0	$0	$0
Dan Cofran	Director	4	Director	$0	$0	$0
K Christy Cubbage	Director	3	Director	$0	$0	$0
Steve Paul	Director	2	Director	$0	$0	$0
Marquita Taylor	Director	2	Director	$0	$0	$0
Jeff Zumsteg	Director	2	Director	$0	$0	$0
Chris Jordan	Director	4	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
2021	$276,095	$103,992	$311,811	$172,103
2018	$223,845	$194,294	$206,970	$29,551

HISTORIC KANSAS CITY FOUNDATION