JOHN WHITMER HISTORICAL ASSOCIATION (EIN 421149665) - 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

1980

Legal Domicile

Phone

8167389342

Tax Period

2025-01-01 to 2025-12-31

JOHN WHITMER HISTORICAL ASSOCIATION, founded in 1980, is a small nonprofit that reported $168K in total revenue in fiscal year 2025. Expenses of $143K left a modest 15% surplus.

Mission

TO PROMOTE INTEREST IN LATTER DAY SAINT HISTORY, ESPECIALLY THE HISTORY OF THE COMMUNITY OF CHRIST. TO STIMULATE SCHOLARY RESEARCH AND PUBLICATION IN THE FIELD OF LATTER DAY SAINT HISTORY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $90,532

Program Service Revenue $48,198

Investment Income $29,086

Other Revenue $0

TOTAL REVENUE $167,816

Expense Breakdown

Grants Paid $0

Salaries & Benefits $42,000

Fundraising Expenses $0

Program Expenses $114,449

Other Expenses $100,899

TOTAL EXPENSES $142,899

Year-over-Year Comparison

	2025	2024	Change
Revenue	$167,816	$167,476	+0.0%
Expenses	$142,899	$140,513	+0.0%
Net Income	$24,917	$26,963	-0.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
ROBERT COOK	TREASURER	Officer Director	$0	$0	$0
RYAN SARGENT	DIRECTOR	Director	$0	$0	$0
JASON SMITH	DIRECTOR	Director	$0	$0	$0
MARK STAKER	IMMEDIATE PAST PRESIDENT	Officer Director	$0	$0	$0
MATT HARRIS	PRESIDENT	Officer Director	$0	$0	$0
JOEL BELL	DIRECTOR	Director	$0	$0	$0
SALLY COOK ROTH	DIRECTOR	Director	$0	$0	$0
MAGAN EDVALSON	DIRECTOR	Director	$0	$0	$0
KYLE BESHEARS	DIRECTOR	Director	$0	$0	$0
ERIC ROGERS	DIRECTOR	Director	$0	$0	$0
NANCY ROSS	PRESIDENT ELECT	Officer Director	$0	$0	$0
ROBIN JENSEN	DIRECTOR	Director	$0	$0	$0
CHERYLE GRINTER	EXECUTIVE DIRECTOR	Key Emp	$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
2025	$167,816	$142,899	$903,999	$24,917
2024	$167,476	$140,513	$768,942	$26,963
2023	$131,694	$123,213	$692,546	$8,481
2022	$161,473	$158,276	$608,224	$3,197
2021	$114,938	$77,389	$717,011	$37,549
2020	$113,673	$79,354	$633,964	$34,319
2019	$147,983	$124,095	$582,075	$23,888
2018	$134,429	$110,584	$480,816	$23,845

JOHN WHITMER HISTORICAL ASSOCIATION