Sheldon Art Museum Archaeological and Historical Society Inc (EIN 030190481) - 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

1882

Legal Domicile

Phone

8023882117

Tax Period

2023-01-01 to 2023-12-31

Sheldon Art Museum Archaeological and Historical Society Inc, founded in 1882, is a small nonprofit in the Arts, Culture & Humanities sector that reported $375K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Expenses of $332K left a modest 12% surplus.

Mission

Historical Museum and Related Arts, Research, and Education

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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 $292,804

Program Service Revenue $33,878

Investment Income $41,411

Other Revenue $7,214

TOTAL REVENUE $375,307

Expense Breakdown

Grants Paid $0

Salaries & Benefits $198,805

Fundraising Expenses $47,641

Program Expenses $170,407

Other Expenses $133,219

TOTAL EXPENSES $332,024

Year-over-Year Comparison

	2023	2022	Change
Revenue	$375,307	$407,815	-0.1%
Expenses	$332,024	$353,360	-0.1%
Net Income	$43,283	$54,455	-0.2%

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

150

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
Lucinda Cockrell	President	5.00	Officer	$0	$0	$0
Robert Black	Trustee	3.00	Director	$0	$0	$0
Ellery Foutch	Vice President	3.00	Officer	$0	$0	$0
Mark Friis	Trustee	3.00	Director	$0	$0	$0
Diane Palmeri	Treasurer	3.00	Officer	$0	$0	$0
David Stameshkin	Secretary	3.00	Director	$0	$0	$0
Deborah Evans	Trustee	3.00	Director	$0	$0	$0
Maggie Keith	Trustee	3.00	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	$375,307	$332,024	$2,581,462	$43,283
2022	$407,815	$353,360	$2,309,255	$54,455
2021	$636,404	$343,514	$2,677,799	$292,890
2020	$305,698	$315,240	$2,073,780	$-9,542
2019	$299,950	$353,734	$1,812,562	$-53,784
2018	$212,183	$264,720	$1,757,838	$-52,537

Sheldon Art Museum Archaeological and Historical Society Inc