STORY PRESERVATION INITIATIVE (EIN 611674034) - 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

2012

Legal Domicile

Principal Officer

MARY KUECHENMEISTER

Phone

6037387477

Tax Period

2023-01-01 to 2023-12-31

STORY PRESERVATION INITIATIVE, founded in 2012, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $56K in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum.

Mission

STORY PRESERVATION INITIATIVE SEEKS OUT INDIVIDUALS WHOSE LIVES AND LIFE STORIES REPRESENT NARRATIVES OF UNIQUE ACCOMPLISMENTS IN THE ARTS, SCIENCES AND HUMANITIES WHILE STRIVING TO COMBINE CAPTURING THE PROVENANCE, DEVELOPMENT AND FRUITION OF ITS SUBJECTS; CAREERS AS UNCOMMON HUMAN STORIES WITH DESIGNING EDUCATIONAL LESSON PLANS THAT FOCUS ON THE NEXUS OF THEIR WORKS AND LIVES.

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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 $55,566

Program Service Revenue $0

Investment Income $10

Other Revenue $0

TOTAL REVENUE $55,576

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,977

Fundraising Expenses $0

Program Expenses $57,175

Other Expenses $28,198

TOTAL EXPENSES $57,175

Year-over-Year Comparison

	2023	2022	Change
Revenue	$55,576	$38,189	+0.5%
Expenses	$57,175	$42,441	+0.3%
Net Income	$-1,599	$-4,252	-0.6%

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

$26,918

Total Directors

$26,918

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY KUECHENMEISTER	EXECUTIVE DIRECTOR	40.00	Officer Director	$26,918	$0	$26,918
DAVID CARROLL	TRUSTEE	2.00	Director	$0	$0	$0
LISA JELLEME	TRUSTEE	2.00	Director	$0	$0	$0
SARA WITHERS	BOARD CHAIR	2.00	Officer	$0	$0	$0
PATRICIA DALY	TREASURER	2.00	Officer	$0	$0	$0
BENNET DAVISS	SECRETARY	2.00	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
2024	No data	No data	No data	No data
2023	$55,576	$57,175	$17,984	$-1,599
2022	$38,189	$42,441	$18,963	$-4,252
2021	$42,302	$35,050	$23,184	$7,252
2020	$39,879	$46,028	$19,020	$-6,149
2019	$67,161	$40,212	$26,687	$26,949
2018	$35,790	$31,776	$2,747	$4,014

STORY PRESERVATION INITIATIVE