SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY (EIN 522213646) - 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

1999

Legal Domicile

Principal Officer

MEREDITH CROSS

Phone

2025490158

Tax Period

2024-01-01 to 2024-12-31

SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY, founded in 1999, is a small nonprofit in the Arts, Culture & Humanities sector that reported $444K in total revenue in fiscal year 2024. The organization ran a surplus of $96K, a strong 22% operating margin.

Mission

SEE PART III, LINE 1.

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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 $387,445

Program Service Revenue $0

Investment Income $51,219

Other Revenue $5,200

TOTAL REVENUE $443,864

Expense Breakdown

Grants Paid $0

Salaries & Benefits $215,991

Fundraising Expenses $72,116

Program Expenses $107,705

Other Expenses $131,392

TOTAL EXPENSES $347,383

Year-over-Year Comparison

	2024	2023	Change
Revenue	$443,864	$433,144	+0.0%
Expenses	$347,383	$350,005	0.0%
Net Income	$96,481	$83,139	+0.2%

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

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

$194,516

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN MARKEL	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MEREDITH CROSS	PRESIDENT	1.00	Officer Director	$0	$0	$0
LORI RICHARDS	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
SHELLEY PARRATT	TREASURER	1.00	Officer Director	$0	$0	$0
HAIMA MARLIER	SECRETARY	1.00	Officer Director	$0	$0	$0
JEFFREY BOUJOUKOS	VP OF THE MUSEUM	1.00	Officer Director	$0	$0	$0
RONALD LONG	VP OF DEVELOPMENT	1.00	Officer Director	$0	$0	$0
WILLIAM BAKER	TRUSTEE	0.50	Director	$0	$0	$0
JAMES BARRATT	TRUSTEE	0.50	Director	$0	$0	$0
TAMARA BRIGHTWELL	TRUSTEE	0.50	Director	$0	$0	$0
JAMES BURNS	TRUSTEE	0.50	Director	$0	$0	$0
PETER CHAN	TRUSTEE	0.50	Director	$0	$0	$0
ALAN DYE	TRUSTEE	0.50	Director	$0	$0	$0
LISA FAIRFAX	TRUSTEE	0.50	Director	$0	$0	$0
K SUSAN GRAFTON	TRUSTEE	0.50	Director	$0	$0	$0
ELIZABETH GRAY	TRUSTEE	0.50	Director	$0	$0	$0
KEIR GUMBS	TRUSTEE	0.50	Director	$0	$0	$0
DANIEL HAWKE	TRUSTEE	0.50	Director	$0	$0	$0
CONSUELO HITCHCOCK	TRUSTEE	0.50	Director	$0	$0	$0
AARON LIPSON	TRUSTEE	0.50	Director	$0	$0	$0
LONA NALLENGARA	TRUSTEE	0.50	Director	$0	$0	$0
ANNETTE NAZARETH	TRUSTEE	0.50	Director	$0	$0	$0
KRISTOFER SWANSON	TRUSTEE	0.50	Director	$0	$0	$0
ERICA WILLIAMS	TRUSTEE	0.50	Director	$0	$0	$0
KATHLEEN GRAHAM	EXECUTIVE DIRECTOR	40.00	Officer	$170,000	$24,516	$194,516

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	$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

SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY