Berkshire Conference of Women Historians (EIN 521218413) - 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

Tax Period

2023-01-01 to 2023-12-31

Berkshire Conference of Women Historians is a small nonprofit that reported $232K in total revenue in fiscal year 2023. Expenses of $477K exceeded revenue, resulting in a 105% operating deficit.

Mission

To promote women historians in the profession

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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 $232,386

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $232,386

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $40,450

Fundraising Expenses $15,000

Program Expenses $361,015

Other Expenses $434,756

TOTAL EXPENSES $477,206

Year-over-Year Comparison

	2023	2022	Change
Revenue	$232,386	N/A	N/A
Expenses	$477,206	N/A	N/A
Net Income	$-244,820	N/A	N/A

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

$40,450

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sandra Dawson	Executive Dir.	20.00	Officer	$40,450	$0	$40,450
Elyssa Faison	Trustee	0.00	Director	$0	$0	$0
Cynthia Greenlee	Trustee	0.00	Director	$0	$0	$0
Leisa Meyer	Trustee	0.00	Director	$0	$0	$0
Matt Richardson	Trustee	0.00	Director	$0	$0	$0
Ji-Yeon Yuh	President	0.00	Director	$0	$0	$0
Audra Jennings	Treasurer	0.00	Officer	$0	$0	$0
Rhonda Williams	President	0.00	Officer	$0	$0	$0
Stephanie Richmond	Secretary	0.00	Officer	$0	$0	$0
Traci Parker	Vice President	0.00	Officer	$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
2023	$232,386	$477,206	$526,958	$-244,820
2022	$266,282	$97,723	$909,550	$168,559
2021	$52,013	$47,043	$835,164	$4,970
2020	$146,331	$244,061	$779,829	$-97,730
2019	$236,359	$98,611	$770,672	$137,748
2018	$95,239	$86,273	$632,924	$8,966

Berkshire Conference of Women Historians