BUSINESS HISTORY CONFERENCE (EIN 541426776) - 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

1988

Legal Domicile

Principal Officer

ROGER HOROWITZ

Phone

3026582400

Tax Period

2023-01-01 to 2023-12-31

BUSINESS HISTORY CONFERENCE, founded in 1988, is a community nonprofit in the Education sector that reported $2.7M in total revenue in fiscal year 2023. Revenue surged 1092% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.5M, a strong 94% operating margin.

Mission

TO ENCOURAGE ALL ASPECTS OF THE RESEARCH, WRITING, AND TEACHING OF BUSINESS HISTORY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,551,102

Program Service Revenue $64,466

Investment Income $78,511

Other Revenue $59

TOTAL REVENUE $2,694,138

Expense Breakdown

Grants Paid $20,800

Salaries & Benefits $50,500

Fundraising Expenses $0

Program Expenses $157,440

Other Expenses $90,455

TOTAL EXPENSES $161,755

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,694,138	$225,932	+10.9%
Expenses	$161,755	$78,444	+1.1%
Net Income	$2,532,383	$147,488	+16.2%

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

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

$18,000

Total Directors

$27,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL WADHWANI	PRESIDENT	2.00	Officer Director	$0	$0	$0
SHARON ANN MURPHY	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
ANDREA LLUCH	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
VICKI HOWARD	SECRETARY	10.00	Officer Director	$18,000	$0	$18,000
ROGER HOROWITZ	TREASURER	2.00	Officer Director	$0	$0	$0
NEIL ROLLINGS	PAST PRESIDENT ON BOARD	2.00	Officer Director	$0	$0	$0
BERNARDO BATIZ-LAZO	TRUSTEE	2.00	Director	$0	$0	$0
MARK LEVINSON	TRUSTEE	2.00	Director	$0	$0	$0
JESSICA ANN LEVY	TRUSTEE	2.00	Director	$0	$0	$0
NATALYA VINOKUROVA	TRUSTEE	2.00	Director	$0	$0	$0
KENDRA D BOYD	TRUSTEE	2.00	Director	$0	$0	$0
GERARDO CON DIAZ	TRUSTEE	2.00	Director	$0	$0	$0
XAVUER DURAN	TRUSTEE	2.00	Director	$0	$0	$0
JUSTINE HILL EDWARDS	TRUSTEE	2.00	Director	$0	$0	$0
JENNIFER BLACK	TRUSTEE	2.00	Director	$0	$0	$0
PAULA DE LA CRUZ-FERNANDEZ	TRUSTEE	3.00	Director	$9,000	$0	$9,000
ERIC GODELIER	TRUSTEE	4.00	Director	$0	$0	$0
JULIA YONGUE	TRUSTEE	5.00	Director	$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
2024	No data	No data	No data	No data
2023	$2,694,138	$161,755	$4,274,673	$2,532,383
2022	$225,932	$78,444	$1,366,952	$147,488
2021	$162,040	$116,572	$1,643,903	$45,468
2020	$158,243	$108,350	$1,385,730	$49,893
2019	$240,298	$145,315	$1,204,739	$94,983
2018	$214,610	$199,691	$911,702	$14,919

BUSINESS HISTORY CONFERENCE