AB OURHISTORY (EIN 823793522) - 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

PATRICIA HEIMANN

Phone

6514919661

Tax Period

2023-01-01 to 2023-12-31

AB OURHISTORY, founded in 2017, is a small nonprofit in the Human Services sector that reported $214K in total revenue in fiscal year 2023. Revenue surged 90% from the prior year, signaling strong growth momentum.

Mission

TO SUPPORT TRANSNATIONAL AND TRANSRACIAL ADOPTEES AS THEY EXPLORE THEIR IDENTITY, BIRTHLAND, AND ADOPTION STORIES.

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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 $3,591

Program Service Revenue $261,676

Investment Income $-51,230

Other Revenue $0

TOTAL REVENUE $214,037

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,096

Fundraising Expenses $0

Program Expenses $211,574

Other Expenses $219,678

TOTAL EXPENSES $223,774

Year-over-Year Comparison

	2023	2022	Change
Revenue	$214,037	$112,785	+0.9%
Expenses	$223,774	$98,624	+1.3%
Net Income	$-9,737	$14,161	-1.7%

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

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

$2,725

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINE HEIMANN	CEO	25.00	Officer	$2,725	$0	$2,725
PATRICIA HEIMANN	PRESIDENT & CFO	5.00	Officer Director	$0	$0	$0
ADAM WETTERLIN	SECRETARY	2.00	Officer Director	$0	$0	$0
JAMES CAMP	TREASURER	0.50	Officer Director	$0	$0	$0
DANIELLE MIKOWIC	DIRECTOR	0.50	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
2023	$214,037	$223,774	$22,825	$-9,737
2022	$112,785	$98,624	$66,051	$14,161
2021	$64,936	$43,984	$52,228	$20,952
2020	$30,714	$24,878	$33,250	$5,836
2019	$220,425	$206,571	$32,358	$13,854

AB OURHISTORY