OMOHUNDRO INSTITUTE OF EARLY AMERICAN HISTORY & CULTURE (EIN 541045628) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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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 $3.4M in total revenue in fiscal year 2017. The organization ran a surplus of $1.0M, a strong 29% operating margin.

Mission

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

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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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

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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

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