SMARTHISTORY INC (EIN 272115614) - 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

2010

Legal Domicile

Principal Officer

STEVEN ZUCKER

Phone

9147731745

Tax Period

2024-01-01 to 2024-12-31

SMARTHISTORY INC, founded in 2010, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.1M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

ADVANCING ART HISTORY, RESEARCH AND EDUCATION THROUGH THE OPEN SHARING OF RESOURCES AND KNOWLEDGE USING RELEVANT TECHNOLOGY.

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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 $899,759

Program Service Revenue $167,500

Investment Income $36,691

Other Revenue $0

TOTAL REVENUE $1,103,950

Expense Breakdown

Grants Paid $0

Salaries & Benefits $787,743

Fundraising Expenses $87,067

Program Expenses $998,018

Other Expenses $372,807

TOTAL EXPENSES $1,160,550

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,103,950	$996,682	+0.1%
Expenses	$1,160,550	$1,349,500	-0.1%
Net Income	$-56,600	$-352,818	-0.8%

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

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

$516,528

Total Directors

$516,528

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN ZUCKER	CO-EXECUTIVE DIRECTOR	40.00	Officer Director	$228,951	$39,331	$268,282
BETH HARRIS	CO-EXECUTIVE DIRECTOR	40.00	Officer Director	$238,708	$9,538	$248,246
ELIZABETH MACAULAY	CHAIR	2.00	Officer Director	$0	$0	$0
MAURA MILLER	TREASURER	1.00	Officer Director	$0	$0	$0
RENEE ATER	DIRECTOR	1.00	Director	$0	$0	$0
ARIF KADIR	DIRECTOR	1.00	Director	$0	$0	$0
MINLI VIRDONE	DIRECTOR	1.00	Director	$0	$0	$0
MARIE VOIGHT	DIRECTOR	1.00	Director	$0	$0	$0
SANDY HELLER	DIRECTOR UNTIL 11/24	1.00	Director	$0	$0	$0
JENNIFER FREUND PARDEE	DIRECTOR	1.00	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
2024	$1,103,950	$1,160,550	$1,334,918	$-56,600
2023	$996,682	$1,349,500	$1,398,237	$-352,818
2022	$980,741	$1,316,919	$1,743,864	$-336,178
2021	$1,757,506	$1,158,623	$2,076,802	$598,883
2020	$1,030,132	$1,055,357	$1,476,203	$-25,225
2019	$818,671	$833,730	$1,483,925	$-15,059
2018	$1,341,925	$736,313	$1,504,761	$605,612

SMARTHISTORY INC