HISTORIC TAKOMA INC (EIN 521146960) - 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

1979

Legal Domicile

Principal Officer

Diana Kohn

Phone

3015800120

Tax Period

2023-01-01 to 2023-12-31

HISTORIC TAKOMA INC, founded in 1979, is a small nonprofit that reported $165K in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum. Expenses of $160K left a modest 3% surplus.

Mission

Historic Takoma in a non-profit, all volunteer organization dedicated to preserving and exploring the history and culture of Takoma Park, MD and Takoma Park, DC through education, collecting and maintaining archives, collecting oral histories, and advocating for preservation.

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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 $163,284

Program Service Revenue $0

Investment Income $1,622

Other Revenue $0

TOTAL REVENUE $164,906

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $8,960

Program Expenses $107,473

Other Expenses $159,674

TOTAL EXPENSES $159,674

Year-over-Year Comparison

	2023	2022	Change
Revenue	$164,906	$115,465	+0.4%
Expenses	$159,674	$108,269	+0.5%
Net Income	$5,232	$7,196	-0.3%

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

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
ASHLEY FLORY	BOARD MEMBER	1	Director	$0	$0	$0
MARIKA PARTRIDGE	BOARD MEMBER	1	Director	$0	$0	$0
SUSAN SCHREIBER	BOARD MEMBER	1	Director	$0	$0	$0
Joan Francis	Board Member	1	Director	$0	$0	$0
Jennifer Martin	Board Member	1	Director	$0	$0	$0
Ellen Kurlansky	Board Member	1	Director	$0	$0	$0
RICHARD O'CONNOR	BOARD MEMBER	1	Director	$0	$0	$0
Jim Douglas	Board Member and Treasurer	25	Officer Director	$0	$0	$0
DIANA KOHN	Board Member and President	10	Officer Director	$0	$0	$0
LORRAINE PEARSALL	Board Member and President	2	Officer Director	$0	$0	$0
ELIZABETH THORNHILL	Board Member and President	5	Officer 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	$164,906	$159,674	$706,179	$5,232
2022	$115,465	$108,269	$698,365	$7,196
2021	$116,572	$117,564	$636,241	$-992
2020	$129,125	$113,146	$637,233	$15,979

HISTORIC TAKOMA INC