THE HISTORYMAKERS (EIN 364328170) - 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

1999

Legal Domicile

Principal Officer

JULIEANNA L RICHARDSON

Phone

3126741900

Tax Period

2023-01-01 to 2023-12-31

THE HISTORYMAKERS, founded in 1999, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.6M in total revenue in fiscal year 2023. The organization ran a surplus of $954K, a strong 27% operating margin.

Mission

THE HISTORYMAKERS IS A NATIONAL 501(C)(3) NON-PROFIT EDUCATIONAL INSTITUTION COMMITTED TO PRESERVING, DEVELOPING AND PROVIDING EASY ACCESS TO AN INTERNATIONALLY RECOGNIZED ARCHIVAL COLLECTION OF THOUSANDS OF AFRICAN AMERICAN VIDEO ORAL HISTORIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,248,834

Program Service Revenue $1,032,116

Investment Income $286,944

Other Revenue $51

TOTAL REVENUE $3,567,945

Expense Breakdown

Grants Paid $0

Salaries & Benefits $922,097

Fundraising Expenses $381,171

Program Expenses $1,653,986

Other Expenses $1,691,962

TOTAL EXPENSES $2,614,059

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,567,945	$3,558,124	+0.0%
Expenses	$2,614,059	$2,326,816	+0.1%
Net Income	$953,886	$1,231,308	-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

$298,164

Total Directors

$163,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIEANNA L RICHARDSON	FOUNDER AND PRESIDENT	60.00	Officer Director	$160,000	$3,200	$163,200
ANTOINETTE COOK BUSH	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
AL B REID	BOARD VICE CHAIR	0.50	Officer Director	$0	$0	$0
RANDALL E MEHRBERG	TREASURER	0.50	Officer Director	$0	$0	$0
KAMAU COAR	SECRETARY	0.50	Officer Director	$0	$0	$0
PAULA PRICE	DIRECTOR	0.50	Director	$0	$0	$0
LUIS MONTERO	DIRECTOR	0.50	Director	$0	$0	$0
PAULA DIPERNA	DIRECTOR	0.50	Director	$0	$0	$0
TERI MCCLURE	DIRECTOR	0.50	Director	$0	$0	$0
ZHU SUN	CHIEF OF STAFF	60.00	Officer	$125,000	$9,964	$134,964

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	$3,567,945	$2,614,059	$13,664,811	$953,886
2022	$3,558,124	$2,326,816	$12,806,180	$1,231,308
2021	$3,175,641	$2,000,855	$11,203,643	$1,174,786
2020	$4,751,503	$1,915,583	$9,837,273	$2,835,920
2019	$3,664,131	$1,756,484	$7,054,183	$1,907,647
2018	$4,816,986	$2,044,710	$5,235,866	$2,772,276

THE HISTORYMAKERS