THE INSTITUTE OF HISTORICAL SURVEY

EIN: 850304516 501(c)(3)

MESILLA PARK, NM

Total Revenue
$576,514
Total Expenses
$188,545
Total Assets
$1,056,152
Net Assets
$1,049,416
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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
1982
Legal Domicile
NM
Principal Officer
ANNE C MORGAN
Phone
5755259035
Tax Period
2024-01-01 to 2024-12-31

THE INSTITUTE OF HISTORICAL SURVEY, founded in 1982, is a small nonprofit that reported $577K in total revenue in fiscal year 2024. Revenue surged 577% from the prior year, signaling strong growth momentum. The organization ran a surplus of $388K, a strong 67% operating margin.

Mission

SURVEY, RECORD, PRESERVE, AND PUBLISH EVIDENCE OF HISTORICAL AND ANTIQUARIAN INTEREST FROM ARCHITECTURAL, CULTURAL, AND RELIGIOUS HERITAGE OF NEW MEXICO AND SOUTHWEST TEXAS.

Program Service Accomplishments

Program 1
Expenses: $178,299 Revenue: $570,579

SURVEY, RECORD, PRESERVE, AND PUBLISH EVIDENCE OF HISTORICAL AND ANTIQUARIAN INTEREST FROM THE ARCHITECTURAL, CULTURAL, AND RELIGIOUS HERITAGE OF NEW MEXICO AND SOUTHWEST TEXAS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,746
Program Service Revenue $570,579
Investment Income $0
Other Revenue $189
TOTAL REVENUE $576,514

Expense Breakdown

Grants Paid $0
Salaries & Benefits $57,726
Fundraising Expenses $0
Program Expenses $178,299
Other Expenses $130,819
TOTAL EXPENSES $188,545

Year-over-Year Comparison

2024 2023 Change
Revenue $576,514 $85,217 +5.8%
Expenses $188,545 $148,706 +0.3%
Net Income $387,969 $-63,489 -7.1%
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

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Governance

Voting Members
5
Independent Members
5
Employees
4
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
3
$33,839
Total Directors
6
$33,839
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANNE C MORGAN PRESIDENT 17.00
Officer Director
$0 $0 $0
LESLIE BERGLOFF SECRETARY/TR 26.00
Officer Director
$33,839 $0 $33,839
RICHARD LAYNE VICE PRESIDE 17.00
Officer Director
$0 $0 $0
DR RICK HENDRICKS DIRECTOR 5.00
Director
$0 $0 $0
DR JULIA SMITH DIRECTOR 5.00
Director
$0 $0 $0
DR WILLIAM MAIO DIRECTOR 5.00
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 $576,514 $188,545 $1,056,152 $387,969
2023 $85,217 $148,706 $667,659 $-63,489
2022 $67,876 $95,936 $733,573 $-28,060
2021 $84,454 $115,144 $762,175 $-30,690
2020 $147,077 $96,927 $813,786 $50,150
2019 $124,115 $118,541 $802,241 $5,574
2018 $60,681 $112,202 $811,628 $-51,521
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