Mormon History Association (EIN 237408475) - 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

1965

Legal Domicile

Principal Officer

Christine Blythe

Phone

8015216565

Tax Period

2024-01-01 to 2024-12-31

Mormon History Association, founded in 1965, is a small nonprofit that reported $367K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $110K, a strong 30% operating margin.

Mission

Mormon History Association is an independent organization dedicated to the study and understanding of all aspects of Mormon history; promoting its goals through scholarly research, conferences, awards, and publications.

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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 $98,746

Program Service Revenue $235,208

Investment Income $30,653

Other Revenue $2,183

TOTAL REVENUE $366,790

Expense Breakdown

Grants Paid $14,250

Salaries & Benefits $72,875

Fundraising Expenses $3,394

Program Expenses $168,813

Other Expenses $169,181

TOTAL EXPENSES $256,306

Year-over-Year Comparison

	2024	2023	Change
Revenue	$366,790	$326,855	+0.1%
Expenses	$256,306	$328,988	-0.2%
Net Income	$110,484	$-2,133	-52.8%

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

$71,875

Total Directors

$71,875

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andrea Radke-Moss	President	8.00	Officer Director	$0	$0	$0
Ben Park	President Elect	3.00	Officer Director	$0	$0	$0
David Howlett	Past President	3.00	Officer Director	$0	$0	$0
Jenny Pulsipher	Board Member	2.00	Director	$0	$0	$0
Michelle Graabek	Board Member	2.00	Director	$0	$0	$0
Brittany Romanello	Board Member	5.00	Director	$0	$0	$0
Brooke Lefevre	Board Member	2.00	Director	$0	$0	$0
John Turner	Board Member	2.00	Director	$0	$0	$0
Heather Stone	Board Member	5.00	Director	$0	$0	$0
Spencer McBride	Board Member	2.00	Director	$0	$0	$0
Caroline Kline	Board Member	2.00	Director	$0	$0	$0
Christine Blythe	Executive Director	40.00	Officer Director	$71,875	$0	$71,875

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
2024	$366,790	$256,306	$699,185	$110,484
2023	$326,855	$328,988	$578,867	$-2,133
2022	$329,086	$334,928	$548,282	$-5,842
2021	$285,164	$246,568	$638,312	$38,596
2020	$160,957	$180,694	$619,412	$-19,737
2019	$310,119	$296,694	$610,961	$13,425
2018	$261,260	$239,974	$535,470	$21,286

Mormon History Association