THE INSTITUTE OF HISTORICAL SURVEY (EIN 850304516) - 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

1982

Legal Domicile

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.

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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 (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

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

$33,839

Total Directors

$33,839

Key Employees

Highest Compensated

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

THE INSTITUTE OF HISTORICAL SURVEY