SOCIETY FOR MILITARY HISTORY (EIN 530239268) - 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

1938

Legal Domicile

Principal Officer

ELLIE CHATTO

Phone

2074154947

Tax Period

2024-07-01 to 2025-06-30

SOCIETY FOR MILITARY HISTORY, founded in 1938, is a small nonprofit in the Arts, Culture & Humanities sector that reported $651K in total revenue in fiscal year 2024. Revenue surged 255% from the prior year, signaling strong growth momentum.

Mission

STIMULATE AND ADVANCE THE STUDY OF MILITARY HISTORY, ESPECIALLY THAT OF THE UNITED STATES OF AMERICA AND TO DIFFUSE KNOWLEDGE THEREOF BY PUBLICATIONS, DISPLAYS AND OTHERWISE.

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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 $183,437

Program Service Revenue $198,292

Investment Income $74,099

Other Revenue $194,808

TOTAL REVENUE $650,636

Expense Breakdown

Grants Paid $0

Salaries & Benefits $301,800

Fundraising Expenses $0

Program Expenses $485,983

Other Expenses $349,859

TOTAL EXPENSES $651,659

Year-over-Year Comparison

	2024	2023	Change
Revenue	$650,636	$183,243	+2.6%
Expenses	$651,659	$254,736	+1.6%
Net Income	$-1,023	$-71,493	-1.0%

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

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

$89,026

Total Directors

$19,026

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WAYNE LEE	PRESIDENT &	12.00	Officer Director	$0	$0	$0
BRYON GREENWALD	VICE PRESIDE	10.00	Officer Director	$0	$0	$0
ELLIE CHATTO	TREASURER	10.00	Officer Director	$19,026	$0	$19,026
LORIEN FOOTE	TRUSTEE	1.00	Director	$0	$0	$0
MIRANDA SUMMERS LOWE	TRUSTEE	1.00	Director	$0	$0	$0
ROBYN RODRIGUEZ	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW STEWART	TRUSTEE	1.00	Director	$0	$0	$0
MARY ELIZABETH WALTERS	TRUSTEE	1.00	Director	$0	$0	$0
BILL ALLISON	TRUSTEE	1.00	Director	$0	$0	$0
DAVID KIERAN	TRUSTEE	1.00	Director	$0	$0	$0
RON MILAM	TRUSTEE	1.00	Director	$0	$0	$0
ANGELA RIOTTO	TRUSTEE	1.00	Director	$0	$0	$0
PAUL SPRINGER	TRUSTEE	1.00	Director	$0	$0	$0
EMILY SWAFFORD	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT WETTERMANN	TRUSTEE	1.00	Director	$0	$0	$0
RODNEY KYLE LONGLEY	EXECUTIVE DI	40.00	Officer	$70,000	$0	$70,000

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
2025	$650,636	$651,659	$1,320,340	$-1,023
2024	$728,494	$945,578	$1,271,361	$-217,084
2024	$183,243	$254,736	$1,253,304	$-71,493
2023	$737,222	$813,371	$1,259,397	$-76,149
2022	$650,422	$494,910	$1,333,440	$155,512
2021	$443,215	$443,044	$1,177,999	$171

SOCIETY FOR MILITARY HISTORY