Rokeby Museum (EIN 036011083) - 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

1967

Legal Domicile

Principal Officer

Lindsay Varner

Phone

8028773406

Tax Period

2024-01-01 to 2024-12-31

Rokeby Museum, founded in 1967, is a small nonprofit in the Arts, Culture & Humanities sector that reported $331K in total revenue in fiscal year 2024. Expenses of $439K exceeded revenue, resulting in a 33% operating deficit.

Mission

Museum that provides community education through tours, programs, and historical data on the Robinson family property.

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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 $230,622

Program Service Revenue $79,475

Investment Income $16,252

Other Revenue $4,481

TOTAL REVENUE $330,830

Expense Breakdown

Grants Paid $0

Salaries & Benefits $139,095

Fundraising Expenses $3,391

Program Expenses $407,119

Other Expenses $300,020

TOTAL EXPENSES $439,115

Year-over-Year Comparison

	2024	2023	Change
Revenue	$330,830	$330,672	+0.0%
Expenses	$439,115	$231,201	+0.9%
Net Income	$-108,285	$99,471	-2.1%

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

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
Joel Loquvam	Chair	2.00	Officer Director	$0	$0	$0
Richard Bernstein	Vice Chair	2.00	Officer Director	$0	$0	$0
Phil Summers	Treasurer	2.00	Officer Director	$0	$0	$0
Matthew DeBlois	Secretary	2.00	Officer Director	$0	$0	$0
Catie Camp	Board	2.00	Director	$0	$0	$0
Ben Davidson	Board	2.00	Director	$0	$0	$0
Will Nash	Board	2.00	Director	$0	$0	$0
Kate Schubart	Board	2.00	Director	$0	$0	$0
Clark Hinsdale	Board	2.00	Director	$0	$0	$0
Eliot Lothrop	Board	2.00	Director	$0	$0	$0
Martha Stone	Board	2.00	Director	$0	$0	$0
Mary Sarah Holland	Board	2.00	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	$330,830	$439,115	$1,816,466	$-108,285
2023	$330,672	$231,201	$1,889,505	$99,471
2022	$277,248	$240,380	$1,754,379	$36,868
2021	$196,314	$213,322	$1,772,294	$-17,008
2020	$151,937	$166,474	$1,718,629	$-14,537
2019	$109,832	$148,320	$1,699,892	$-38,488
2018	$94,314	$161,783	$1,655,538	$-67,469

Rokeby Museum