OMOHUNDRO INSTITUTE OF EARLY AMERI… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1943

Legal Domicile

Principal Officer

CATHERINE E KELLY

Phone

7572211114

Tax Period

2024-07-01 to 2025-06-30

OMOHUNDRO INSTITUTE OF EARLY AMERICAN HISTORY & CULTURE, founded in 1943, is a community nonprofit that reported $3.1M in total revenue in fiscal year 2024. The organization ran a surplus of $833K, a strong 27% operating margin.

Mission

FURTHER THE STUDY, RESEARCH, AND PUBLICATION BEARING UPON AMERICAN HISTORY APPROXIMATELY TO THE YEAR 1815.

Program Service Accomplishments

Program 1

Expenses: $1,319,735

RESEARCH RELATED TO THE EARLY AMERICAN PAST SINCE 1943, THE INSTITUTE HAS BEEN ACTIVE IN DOCUMENTARY RESEARCH AND EDITING, PUBLISHING COLLECTIONS OF MANUSCRIPTS DESERVING CIRCULATION IN PRINT AND NEW EDITIONS OF CLASSIC WORKS NO LONGER AVAILABLE, AS WELL AS ANNOTATED EDITIONS OF THE PAPERS OF A NUMBER OF PROMINENT EARLY AMERICANS

Program 2

Expenses: $316,998 Revenue: $51,193

WILLIAM AND MARY QUARTERLY QUARTERLY PRINT AND DIGITAL EDITIONS OF THE WILLIAM AND MARY QUARTERLY, A JOURNAL OF EARLY AMERICAN HISTORY AND CULTURE. THE WILLIAM AND MARY QUARTERLY NURTURES, PUBLISHES, AND REVIEWS IMPORTANT NEW WORK REPRESENTING THE BROADEST CHRONOLOGIES, GEOGRAPHIES, AND THEMES CURRENTLY EXPLORED BY SCHOLARS OF EARLY NORTH AMERICA.

Program 3

Expenses: $54,066 Revenue: $21,483

CONFERENCES, COLLOQUIA, AND OTHER EVENTS THROUGH CONFERENCES, COLLOQUIA, AND OTHER EVENTS THE INSTITUTE HAS PLAYED A MAJOR ROLE SINCE 1952 IN SETTING NEW DIRECTIONS IN EARLY AMERICAN SCHOLARSHIP...

CONFERENCES, COLLOQUIA, AND OTHER EVENTS THROUGH CONFERENCES, COLLOQUIA, AND OTHER EVENTS THE INSTITUTE HAS PLAYED A MAJOR ROLE SINCE 1952 IN SETTING NEW DIRECTIONS IN EARLY AMERICAN SCHOLARSHIP. CONFERENCES, COLLOQUIA, AND OTHER EVENTS STIMULATE RESEARCH ON SUBJECTS IN NEED OF RENEWED STUDY AND FRESH APPROACHES AND BRING TOGETHER LEADING SCHOLARS TO COMMENT CRITICALLY ON COMMISSIONED HISTORIOGRAPHICAL ESSAYS AND BIBLIOGRAPHIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $982,143

Program Service Revenue $72,676

Investment Income $1,938,522

Other Revenue $110,191

TOTAL REVENUE $3,103,532

Expense Breakdown

Grants Paid $55,455

Salaries & Benefits $0

Fundraising Expenses $20,239

Program Expenses $1,690,799

Other Expenses $2,214,890

TOTAL EXPENSES $2,270,345

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,103,532	$3,089,529	+0.0%
Expenses	$2,270,345	$2,217,714	+0.0%
Net Income	$833,187	$871,815	0.0%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALYSON WILSON	TRUSTEE	1.00	Director	$0	$0	$0
RON HURST	TRUSTEE	1.00	Director	$0	$0	$0
MARY KELLEY	TRUSTEE	1.00	Director	$0	$0	$0
PAUL S SPERRY	TREASURER	1.00	Director	$0	$0	$0
MARY BETH NORTON	TRUSTEE	1.00	Director	$0	$0	$0
ANNETTE GORDON-REED	TRUSTEE	1.00	Director	$0	$0	$0
PETER MANCALL	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL WITGEN	TRUSTEE	1.00	Director	$0	$0	$0
CATHERINE E KELLY	DIRECTOR	1.00	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
2025	$3,103,532	$2,270,345	$24,584,185	$833,187
2024	$3,089,529	$2,217,714	$23,728,412	$871,815
2023	$3,094,506	$2,652,217	$22,865,068	$442,289
2022	$999,384	$2,523,832	$22,416,061	$-1,524,448
2021	$7,241,259	$2,143,623	$24,007,466	$5,097,636
2020	$1,444,464	$2,504,647	$18,844,537	$-1,060,183
2019	$3,034,848	$2,527,112	$19,940,327	$507,736
2018	$3,412,236	$2,406,801	$19,181,574	$1,005,435

OMOHUNDRO INSTITUTE OF EARLY AMERICAN HISTORY & CULTURE