FEDERATION OF STATE HUMANITIES COUNCILS (EIN 351409894) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Principal Officer

PHOEBE STEIN

Phone

7039089700

Tax Period

2023-01-01 to 2023-12-31

FEDERATION OF STATE HUMANITIES COUNCILS, founded in 1978, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2018. Revenue fell 60% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE SUPPORT FOR THE STATE AND JURISDICTIONAL HUMANITIES COUNCILS AND STRIVE TO CREATE GREATER AWARENESS OF THE HUMANITIES IN PUBLIC AND PRIVATE LIFE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,259,060

Program Service Revenue $288,617

Investment Income $55,496

Other Revenue $5,394

TOTAL REVENUE $1,608,567

Expense Breakdown

Grants Paid $40,953

Salaries & Benefits $742,578

Fundraising Expenses $165,471

Program Expenses $1,067,751

Other Expenses $857,298

TOTAL EXPENSES $1,640,829

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,608,567	$1,523,726	+0.1%
Expenses	$1,640,829	$1,564,095	+0.0%
Net Income	$-32,262	$-40,369	-0.2%

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

$194,898

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR PHOEBE STEIN	PRESIDENT	40.00	Officer	$160,000	$34,898	$194,898
PAXTON WILLIAMS CHAIR	UNTIL OCT., THEN IMM. PAST CHAIR	2.00	Officer Director	$0	$0	$0
EVA CALDERA DIRECTOR UNTIL	OCT., THEN CHAIR	2.00	Officer Director	$0	$0	$0
SUSAN MCCARTHY	IMM. PAST CHAIR UNTIL OCT. 2023	2.00	Officer Director	$0	$0	$0
TERRI JETT DIRECTOR UNTIL	OCT., THEN VICE CHAIR	1.00	Officer Director	$0	$0	$0
KEVIN LINDSEY VICE CHAIR	UNTIL OCT., THEN DIRECTOR	1.00	Officer Director	$0	$0	$0
BRENDA THOMSON	SECRETARY UNTIL OCT. 2023	2.00	Officer Director	$0	$0	$0
JUANA GUZMAN DIRECTOR UNTIL	OCT., THEN SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES BURKE	TREASURER	2.00	Officer Director	$0	$0	$0
ENDAWNIS SPEARS	DIRECTOR	1.00	Director	$0	$0	$0
STUART ROCKOFF	DIRECTOR	1.00	Director	$0	$0	$0
SHERRY PAULA WATKINS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN PHILLIP SANTOS	DIRECTOR	1.00	Director	$0	$0	$0
MARK MIYAKE	DIRECTOR	1.00	Director	$0	$0	$0
LEO PANGELINAN	DIRECTOR	1.00	Director	$0	$0	$0
MIRANDA RESTOVIC	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER ORTIZ	DIRECTOR AS OF OCT. 2023	1.00	Director	$0	$0	$0
JOSHUA RUDNIK	DIRECTOR AS OF OCT. 2023	1.00	Director	$0	$0	$0
CARIN BERKOWITZ	DIRECTOR AS OF OCT. 2023	1.00	Director	$0	$0	$0
JAMA BEST	DIRECTOR AS OF OCT. 2023	1.00	Director	$0	$0	$0
DAVID PETTYJOHN	DIRECTOR UNTIL OCT. 2023	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	No data	No data	No data	No data
2023	$1,608,567	$1,640,829	$1,826,518	$-32,262
2022	$1,523,726	$1,564,095	$1,707,248	$-40,369
2021	$1,107,693	$1,171,439	$1,672,955	$-63,746
2020	$3,096,346	$3,000,538	$1,134,986	$95,808
2019	$3,136,337	$3,052,002	$2,382,184	$84,335
2018	$1,227,895	$1,341,148	$1,193,250	$-113,253

FEDERATION OF STATE HUMANITIES COUNCILS