McWhiney History Education Group (EIN 752672110) - 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

1996

Legal Domicile

Principal Officer

Donald S Frazier PhD

Phone

3256601752

Tax Period

2024-01-01 to 2024-12-31

McWhiney History Education Group, founded in 1996, is a small nonprofit in the Arts, Culture & Humanities sector that reported $238K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $226K left a modest 5% surplus.

Mission

The McWhiney History Education Group believes, as did the author Voltaire, that history should teach us our duties and our rights, without appearing to teach them. Continued on Schedule O

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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 (2024)

Revenue Breakdown

Contributions & Grants $178,814

Program Service Revenue $56,452

Investment Income $496

Other Revenue $2,465

TOTAL REVENUE $238,227

Expense Breakdown

Grants Paid $0

Salaries & Benefits $59,301

Fundraising Expenses $0

Other Expenses $166,529

TOTAL EXPENSES $225,830

Year-over-Year Comparison

	2024	2023	Change
Revenue	$238,227	$171,479	+0.4%
Expenses	$225,830	$211,994	+0.1%
Net Income	$12,397	$-40,515	-1.3%

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

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

$39,583

Total Directors

$39,583

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susan M Frazier	CFO	029.00	Officer Director	$39,583	$0	$39,583
Donald S Frazier PhD	President CEO	029.00	Officer Director	$0	$0	$0
Stephen Dodd JD	Secretary	000.50	Officer Director	$0	$0	$0
Dallas Cothrum PhD	Director	000.50	Director	$0	$0	$0
William Voelter MD	Director	000.50	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	$238,227	$225,830	$506,247	$12,397
2023	$171,479	$211,994	$647,188	$-40,515
2022	$107,680	$148,633	$573,437	$-40,953
2021	$68,281	$116,300	$514,223	$-48,019
2020	$17,015	$159,260	$562,728	$-142,245
2019	$142,996	$220,477	$688,079	$-77,481
2018	$95,503	$231,912	$791,251	$-136,409

McWhiney History Education Group