NATIONAL HISTORY CENTER INC

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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

2002

Legal Domicile

Principal Officer

JAMES GROSSMAN

Tax Period

2017-07-01 to 2018-06-30

NATIONAL HISTORY CENTER INC, founded in 2002, is a small nonprofit in the Arts, Culture & Humanities sector that reported $441K in total revenue in fiscal year 2017. Revenue surged 735% from the prior year, signaling strong growth momentum. The organization ran a surplus of $322K, a strong 73% operating margin.

Mission

THE CENTER IS DEDICATED TO THE STUDY AND TEACHING OF HISTORY AND THE ADVANCEMENT OF HISTORICAL KNOWLEDGE IN ACADEMIA, BUSINESS, GOVERNMENT, JOURNALISM AND THE PUBLIC AT LARGE.

Program Service Accomplishments

Program 1

Expenses: $44,071

DECOLONIZATION - INTERNATIONAL SEMINAR ON DECOLONIZATION BRINGS TOGETHER YOUNG HISTORIANS FROM THE US AND ABOARD TO WASHINGTON, DC TO STUDY TO DISCUSS THE HISTORY OF DECOLONIZATION IN THE 20TH-...

DECOLONIZATION - INTERNATIONAL SEMINAR ON DECOLONIZATION BRINGS TOGETHER YOUNG HISTORIANS FROM THE US AND ABOARD TO WASHINGTON, DC TO STUDY TO DISCUSS THE HISTORY OF DECOLONIZATION IN THE 20TH- CENTURY. THE SEMINAR TAKES PLACE IN JULY, WITH APPLICATIONS DUE IN NOVEMBER.

Program 2

Expenses: $7,624

THE WASHINGTON HISTORY SEMINAR IS A WEEKLY HISTORY SEMINAR SPONSORED JOINTLY BY THE NATIONAL HISTORY CENTER AND THE WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS. IT AIMS TO FACILITATE THE...

THE WASHINGTON HISTORY SEMINAR IS A WEEKLY HISTORY SEMINAR SPONSORED JOINTLY BY THE NATIONAL HISTORY CENTER AND THE WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS. IT AIMS TO FACILITATE THE UNDERSTANDING OF CONTEMPORARY AFFAIRS IN LIGHT OF HISTORICAL KNOWLEDGE OF ALL TIMES AND PLACES, AND FROM MULTIPLE PERSPECTIVES. IT MEETS WEEKLY ON MONDAY AFTERNOONS AT 4.PM, JANUARY-MAY AND SEPTEMBER- DECEMBER. FOR THE LATEST SCHEDULE AND MORE INFORMATION ON SPEAKERS, TOPICS, AND VIDEOS, PLEASE CLICK ON THE WASHINGTON WEEKLY SEMINAR SCHEDULE.

Program 3

Expenses: $40,459

The Center's Congressional Briefings program aims to provide members of Congress and their staff with the historical background needed to understand the context of current legislative concerns. It...

The Center's Congressional Briefings program aims to provide members of Congress and their staff with the historical background needed to understand the context of current legislative concerns. It does so by bringing leading historians to Capitol Hill four times per year to provide non-partisan briefings on past events and policies that shape the issues facing Congress today.

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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 (2017)

Revenue Breakdown

Contributions & Grants $433,911

Program Service Revenue $0

Investment Income $3,203

Other Revenue $3,997

TOTAL REVENUE $441,111

Expense Breakdown

Grants Paid $0

Salaries & Benefits $37,622

Fundraising Expenses $1,265

Program Expenses $114,498

Other Expenses $81,465

TOTAL EXPENSES $119,087

Year-over-Year Comparison

	2017	2016	Change
Revenue	$441,111	$52,857	+7.3%
Expenses	$119,087	$231,915	-0.5%
Net Income	$322,024	$-179,058	-2.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICK MUELLER	TRUSTEE	1.0	Director	$0	$0	$0
TYLER STOVALL	TRUSTEE	1.0	Director	$0	$0	$0
RICHARD H KOHN	TRUSTEE	1.0	Director	$0	$0	$0
JAMES R GROSSMAN	CHAIR	1.0	Officer Director	$0	$0	$0
DEANNA MARCUM	TREASURER	1.0	Officer Director	$0	$0	$0
JOHN MCNEILL	TRUSTEE	1.0	Director	$0	$0	$0
JOHN LAWRENCE	TRUSTEE	1.0	Director	$0	$0	$0
COKIE ROBERTS	TRUSTEE	1.0	Director	$0	$0	$0
ALAN KRAUT	TRUSTEE	1.0	Director	$0	$0	$0
MARY BETH NORTON	TRUSTEE	1.0	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
2018	$441,111	$119,087	$504,894	$322,024