WESTERN HISTORY ASSOCIATION

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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

1961

Legal Domicile

Principal Officer

ELAINE MARIE NELSON

Phone

7858640860

Tax Period

2023-01-01 to 2023-12-31

WESTERN HISTORY ASSOCIATION, founded in 1961, is a small nonprofit in the Arts, Culture & Humanities sector that reported $608K in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $752K exceeded revenue, resulting in a 24% operating deficit.

Mission

THE WESTERN HISTORY ASSOCIATION STRIVES TO BE A CONGENIAL HOME FOR THE STUDY AND TEACHING OF ALL ASPECTS OF NORTH AMERICAN WESTS, FRONTIERS, HOMELANDS AND BORDERLANDS. OUR MISSION IS TO CULTIVATE THE BROADEST APPRECIATION OF THIS DIVERSE HISTORY.

Program Service Accomplishments

Program 1

Expenses: $369,681 Revenue: $368,789

ORGANIZATION PROMOTES THE STUDY OF THE NORTH AMERICAN WEST THROUGH ORGANIZING AN ANNUAL CONFERENCE AND SUPPORTING TWO JOURNALS: THE WESTERN HISTORICAL QUARTERLY AND THE MONTANA: THE MAGAZINE OF...

ORGANIZATION PROMOTES THE STUDY OF THE NORTH AMERICAN WEST THROUGH ORGANIZING AN ANNUAL CONFERENCE AND SUPPORTING TWO JOURNALS: THE WESTERN HISTORICAL QUARTERLY AND THE MONTANA: THE MAGAZINE OF WESTERN HISTORY. MEMBERSHIP NUMBERS HAVE BEEN AROUND 950 THIS YEAR AND ARE MORE CURRENT THAN EVER BEFORE AS WE ARE USING NEW MEMBERSHIP MANAGEMENT SOFTWARE.

Program 2

Expenses: $12,503

AWARDS GIVEN TO AUTHORS, PUBLISHERS, AND STUDENTS WHO HAVE BEEN CHOSEN BECAUSE OF THEIR OUTSTANDING WRITING ON HISTORICAL ISSUES. FOURTY-SIX (46) RECIPIENTS WERE CHOSEN BY THE BOARD OF COMMITTEES TO...

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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 $214,045

Program Service Revenue $368,789

Investment Income $25,135

Other Revenue $0

TOTAL REVENUE $607,969

Expense Breakdown

Grants Paid $12,503

Salaries & Benefits $35,000

Fundraising Expenses $0

Program Expenses $382,184

Other Expenses $704,361

TOTAL EXPENSES $751,864

Year-over-Year Comparison

	2023	2022	Change
Revenue	$607,969	$441,545	+0.4%
Expenses	$751,864	$327,561	+1.3%
Net Income	$-143,895	$113,984	-2.3%

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

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

$35,000

Total Directors