STORY BOLDLY (EIN 822612341) - 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

2017

Legal Domicile

Principal Officer

Jeff MacIntyre

Phone

3103837950

Tax Period

2023-01-01 to 2023-12-31

STORY BOLDLY, founded in 2017, is a small nonprofit in the Arts, Culture & Humanities sector that reported $755K in total revenue in fiscal year 2023. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $236K, a strong 31% operating margin.

Mission

Story Boldly is a 501(c)(3) nonpartisan organization whose mission is to tell engaging stories using journalist practices to educate the public about important chapters in history and teach others how to use digital media to share stories that matter.

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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 $753,856

Program Service Revenue $0

Investment Income $716

Other Revenue $0

TOTAL REVENUE $754,572

Expense Breakdown

Grants Paid $52,791

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $518,808

Other Expenses $466,017

TOTAL EXPENSES $518,808

Year-over-Year Comparison

	2023	2022	Change
Revenue	$754,572	$519,200	+0.5%
Expenses	$518,808	$111,428	+3.7%
Net Income	$235,764	$407,772	-0.4%

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

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
Jeff MacIntyre	CFO/Co-Founder	25	Director	$0	$0	$0
David Johnston	CEO/Co-Founder	4	Officer	$0	$0	$0
Vanessa Yuille	Secretary	1	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	$754,572	$518,808	$716,714	$235,764
2022	$519,200	$111,428	$480,950	$407,772

STORY BOLDLY