WASHINGTON, DC
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY, founded in 1999, is a small nonprofit in the Arts, Culture & Humanities sector that reported $463K in total revenue in fiscal year 2025. Expenses of $423K left a modest 9% surplus.
THE SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY, THROUGH ITS VIRTUAL MUSEUM AND ARCHIVE AT WWW.SECHISTORICAL.ORG, SHARES, PRESERVES AND ADVANCES KNOWLEDGE OF THE HISTORY OF FINANCIAL REGULATION BY AND THROUGH THE SECURITIES AND EXCHANGE COMMISSION. (CONTINUED ON SCH. O)THIS MISSION IS FULFILLED THROUGH THE VIRTUAL MUSEUM AND ARCHIVE OF FINANCIAL REGULATION, WHICH OFFERS A UNIQUE COLLECTION OF MATERIALS ACCESSIBLE FOR FREE AT WWW.SECHISTORICAL.ORG.
THE ONLINE VIRTUAL MUSEUM AND ARCHIVE AT WWW.SECHISTORICAL.ORG CONTAINS A RICH RESOURCE OF PRIMARY AND UNIQUE MATERIALS ON THE CREATION, GROWTH AND IMPACT OF CAPITAL MARKETS REGULATION FROM THE 20TH...
THE ONLINE VIRTUAL MUSEUM AND ARCHIVE AT WWW.SECHISTORICAL.ORG CONTAINS A RICH RESOURCE OF PRIMARY AND UNIQUE MATERIALS ON THE CREATION, GROWTH AND IMPACT OF CAPITAL MARKETS REGULATION FROM THE 20TH CENTURY TO THE PRESENT. THE VIRTUAL MUSEUM HOUSES A DIGITAL COLLECTION OF MATERIALS SELECTED FOR INCLUSION BECAUSE OF THE HISTORICAL IMPORTANCE OF THE SUBJECT MATTER. TO DATE, THE PERMANENT COLLECTION INCLUDES ORAL HISTORIES, ROUNDTABLES AND PANEL PROGRAMS FEATURING EXPERTS FROM ALL CORNERS OF THE SECURITIES MARKETS - REGULATORY, CORPORATE, LEGISLATIVE, INVESTOR, AND ACADEMIC - WHO HAVE HAD A DIRECT AND SIGNIFICANT ROLE IN, OR IMPACT UPON, THE FUNCTIONING OF THE U.S. CAPITAL MARKETS. OTHER ITEMS IN THE MUSEUM INCLUDE LETTERS, PHOTOS, SPEECHES, PAPERS AND OTHER MATERIALS RELEVANT TO THE DEVELOPMENT (CONTINUED ON SCHEDULE O)OVERSIGHT AND HISTORY OF THE SECURITIES MARKETS. THE MUSEUM'S COLLECTION OF MATERIALS ASSISTS RESEARCHERS AND THE PUBLIC IN UNDERSTANDING HOW THE STATUTES, REGULATIONS AND POLICIES FOR THE CAPITAL MARKETS HAVE DEVELOPED AND BEEN INTERPRETED FROM THE 1900'S TO THE PRESENT. ENTRANCE TO THE VIRTUAL MUSEUM IS FREE TO ANYONE WITH INTERNET ACCESS.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2025 | 2024 | Change | |
|---|---|---|---|
| Revenue | $462,536 | $443,864 | +0.0% |
| Expenses | $422,770 | $347,383 | +0.2% |
| Net Income | $39,766 | $96,481 | -0.6% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| MEREDITH CROSS | CHAIR | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| LORI RICHARDS | PRESIDENT | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| ELIZABETH GRAY | PRESIDENT-ELECT | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| SHELLEY PARRATT | TREASURER | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| CONSUELO HITCHCOCK | SECRETARY | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| G JEFFREY BOUJOUKOS | VP OF THE MUSEUM | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| RONALD LONG | VP OF DEVELOPMENT | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| JAMES BARRATT | TRUSTEE | 0.50 |
Director
|
$0 | $0 | $0 |
| TAMARA BRIGHTWELL | TRUSTEE | 0.50 |
Director
|
$0 | $0 | $0 |
| PETER CHAN | TRUSTEE | 0.50 |
Director
|
$0 | $0 | $0 |
| DOUGLAS DAVISON | TRUSTEE | 0.50 |
Director
|
$0 | $0 | $0 |
| ALAN DYE | TRUSTEE | 0.50 |
Director
|
$0 | $0 | $0 |
| LORRAINE ECHAVARRIA | TRUSTEE | 0.50 |
Director
|
$0 | $0 | $0 |
| K SUSAN GRAFTON | TRUSTEE | 0.50 |
Director
|
$0 | $0 | $0 |
| KEIR GUMBS | TRUSTEE | 0.50 |
Director
|
$0 | $0 | $0 |
| DANIEL HAWKE | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| ARIAN JUNE | TRUSTEE | 0.50 |
Director
|
$0 | $0 | $0 |
| AARON LIPSON | TRUSTEE | 0.50 |
Director
|
$0 | $0 | $0 |
| HAIMA MARLIER | TRUSTEE | 0.50 |
Director
|
$0 | $0 | $0 |
| CLAUDIUS MODESTI | TRUSTEE | 0.50 |
Director
|
$0 | $0 | $0 |
| LONA NALLENGERA | TRUSTEE | 0.50 |
Director
|
$0 | $0 | $0 |
| KRISTOFER SWANSON | TRUSTEE | 0.50 |
Director
|
$0 | $0 | $0 |
| KEVIN VAUGHN | TRUSTEE | 0.50 |
Director
|
$0 | $0 | $0 |
| ERICA WILLIAMS | TRUSTEE | 0.50 |
Director
|
$0 | $0 | $0 |
| DAVID WOODCOCK | TRUSTEE | 0.50 |
Director
|
$0 | $0 | $0 |
| KATHLEEN GRAHAM | EXECUTIVE DIRECTOR | 40.00 |
Officer
|
$200,688 | $10,385 | $211,073 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $462,536 | $422,770 | $4,457,745 | $39,766 |
| 2024 | $443,864 | $347,383 | $4,321,167 | $96,481 |
| 2023 | $433,144 | $350,005 | $4,161,586 | $83,139 |
| 2022 | $365,109 | $352,696 | $4,065,426 | $12,413 |
| 2021 | $479,270 | $353,361 | $4,083,116 | $125,909 |
| 2020 | $408,267 | $333,446 | $3,906,802 | $74,821 |
| 2019 | $625,626 | $443,945 | $3,831,083 | $181,681 |
| 2018 | $683,939 | $577,867 | $3,557,921 | $106,072 |
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