HISTORY ALIVE

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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

2014

Legal Domicile

Principal Officer

KRISTINA STEVICK

Phone

5084234823

Tax Period

2024-01-01 to 2024-12-31

HISTORY ALIVE, founded in 2014, is a small nonprofit in the Arts, Culture & Humanities sector that reported $248K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $274K exceeded revenue, resulting in a 11% operating deficit.

Mission

HISTORY ALIVE INC. WAS ORGANIZED EXCLUSIVELY FOR EDUCATIONAL PURPOSES. THE ORGANIZATION TEACHES LOCAL HISTORY THROUGH THEATER AND ARTS.

Program Service Accomplishments

Program 1

Expenses: $273,705 Revenue: $247,526

HISTORY ALIVE, INC. IS COMMITTED TO THE PRODUCTION OF NEW PLAYS AND THEATRICAL SCENARIOS BASED ON TRUE STORIES FROM THE PAST. EMPHASIS IS GIVEN TO INTERACTIVE THEATRE SO THAT ACTORS AND AUDIENCE...

HISTORY ALIVE, INC. IS COMMITTED TO THE PRODUCTION OF NEW PLAYS AND THEATRICAL SCENARIOS BASED ON TRUE STORIES FROM THE PAST. EMPHASIS IS GIVEN TO INTERACTIVE THEATRE SO THAT ACTORS AND AUDIENCE TOGETHER, THROUGH A PLAYFUL AND DYNAMIC WAY OF ENGAGING WITH HISTORY, MIGHT BROADEN THEIR UNDERSTANDING OF THE PRESENT AND GAIN A FRESH SENSE OF PURPOSE WITHIN THEIR OWN ERA. THE COMPANY ALSO SEEKS TO INVIGORATE THE LOCAL ECONOMY BY DESIGNING ACTIVITIES WHICH CONNECT THE COMMUNITY AND ITS VISITORS TO A DISTINCT, LOCAL 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $247,526

Investment Income $0

Other Revenue $0

TOTAL REVENUE $247,526

Expense Breakdown

Grants Paid $0

Salaries & Benefits $179,425

Fundraising Expenses $0

Program Expenses $273,705

Other Expenses $94,280

TOTAL EXPENSES $273,705

Year-over-Year Comparison

	2024	2023	Change
Revenue	$247,526	$223,518	+0.1%
Expenses	$273,705	$302,033	-0.1%
Net Income	$-26,179	$-78,515	-0.7%

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

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTINA STEVICK	PRESIDENT OF BOARD	5.00	Director	$0	$0	$0
KIM LACROIX	VICE PRESIDENT	5.00	Director	$0	$0	$0
HEIDI DUNCAN	TREASURER	5.00	Director	$0	$0	$0
NATHAN SEAVEY	SECRETARY	5.00	Director	$0	$0	$0
JILL VANDERWOULD	DIRECTOR	5.00	Director	$0	$0	$0
ORION COULING	DIRECTOR	5.00	Director	$0	$0	$0
CARRIE MIDURA	DIRECTOR	5.00	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	$247,526	$273,705	$212,203	$-26,179
2023	$223,518	$302,033	$238,382	$-78,515
2022	$164,790	$147,745	$297,277	$17,045
2021	$354,627	$113,423	$264,732	$241,204
2019	$249,549	$263,410	$111,250	$-13,861
2018	$260,511	$203,762	$125,111	$56,749