HISTORICORPS (EIN 800844382) - 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

2013

Legal Domicile

Principal Officer

Jason Whitehead

Phone

7202870100

Tax Period

2023-01-01 to 2023-12-31

HISTORICORPS, founded in 2013, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.7M in total revenue in fiscal year 2023. Expenses of $2.6M left a modest 4% surplus.

Mission

HistoriCorpss mission is to foster a preservation ethic by engaging volunteers in saving historic places.

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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 $2,661,318

Program Service Revenue $11,416

Investment Income $2,587

Other Revenue $7,741

TOTAL REVENUE $2,683,062

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,228,220

Fundraising Expenses $92,411

Program Expenses $1,490,650

Other Expenses $1,346,564

TOTAL EXPENSES $2,574,784

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,683,062	$2,696,072	0.0%
Expenses	$2,574,784	$2,665,234	0.0%
Net Income	$108,278	$30,838	+2.5%

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

505

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
Molly Fay	Board Chair	3.00	Officer Director	$0	$0	$0
Bryan Fisher	Director	2.00	Director	$0	$0	$0
W Bart Berger	Director	2.00	Director	$0	$0	$0
Jason Messing	Director	2.00	Director	$0	$0	$0
Gillian Bidgood	Director	2.00	Director	$0	$0	$0
Joan Winstein	Director	2.00	Director	$0	$0	$0
Theresa Marchetta	Director	2.00	Director	$0	$0	$0
Kris Redmond	Director	2.00	Director	$0	$0	$0
Ann Dilcher	Director	2.00	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	$2,683,062	$2,574,784	$587,239	$108,278
2022	$2,696,072	$2,665,234	$476,096	$30,838
2021	$2,724,151	$2,405,659	$763,649	$318,492
2020	$959,697	$1,253,417	$442,703	$-293,720
2019	$1,626,123	$1,757,858	$459,903	$-131,735
2018	$1,900,405	$1,820,006	$470,904	$80,399

HISTORICORPS