TRUSTEES OF THE BERKSHIRE MUSEUM (EIN 042103878) - 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

1932

Legal Domicile

Principal Officer

JEFFREY BELAIR

Phone

4134437171

Tax Period

2024-01-01 to 2024-12-31

TRUSTEES OF THE BERKSHIRE MUSEUM, founded in 1932, is a community nonprofit in the Arts, Culture & Humanities sector that reported $5.8M in total revenue in fiscal year 2024. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.1M, a strong 36% operating margin.

Mission

BRINGING PEOPLE TOGETHER FOR EXPERIENCES THAT SPARK CREATIVITY AND INNOVATIVE THINKING BY MAKING INSPIRING EDUCATIONAL CONNECTIONS AMONG ART, HISTORY, AND NATURAL SCIENCE.

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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 $476,871

Program Service Revenue $252,697

Investment Income $4,989,881

Other Revenue $110,361

TOTAL REVENUE $5,829,810

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,770,556

Fundraising Expenses $300,997

Program Expenses $2,771,849

Other Expenses $1,966,449

TOTAL EXPENSES $3,737,005

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,829,810	$3,631,101	+0.6%
Expenses	$3,737,005	$3,561,268	+0.0%
Net Income	$2,092,805	$69,833	+29.0%

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

$171,880

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY BELAIR	PRESIDENT	5.00	Officer Director	$0	$0	$0
ETHAN KLEPETAR	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
BRIAN TREMBLAY	TREASURER	2.00	Officer Director	$0	$0	$0
RACHEL MELENDEZ-MABEE	SECRETARY	2.00	Officer Director	$0	$0	$0
JUDITH BOOKBINDER	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS CRANE	TRUSTEE	1.00	Director	$0	$0	$0
ERIN HANSON	TRUSTEE	1.00	Director	$0	$0	$0
DENNIS EGAN	TRUSTEE	1.00	Director	$0	$0	$0
KATHYRN JONES	TRUSTEE	1.00	Director	$0	$0	$0
GARTH KLIMCHUK	TRUSTEE	1.00	Director	$0	$0	$0
CAITLIN PEMBLE	TRUSTEE	1.00	Director	$0	$0	$0
WENDY GORDON	TRUSTEE	1.00	Director	$0	$0	$0
JOSH SIMPSON	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN STORIE	TRUSTEE	1.00	Director	$0	$0	$0
JUDY RUSH	TRUSTEE	1.00	Director	$0	$0	$0
CHUCK WALKER	TRUSTEE	1.00	Director	$0	$0	$0
JACQUELINE TOGUT	TRUSTEE	1.00	Director	$0	$0	$0
KIMBERLEY BUSH TOMIO	EXECUTIVE DIRECTOR	50.00	Officer	$164,381	$7,499	$171,880

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	$5,829,810	$3,737,005	$78,071,545	$2,092,805
2023	$3,631,101	$3,561,268	$74,725,051	$69,833
2022	$2,124,832	$3,475,070	$69,572,516	$-1,350,238
2021	$9,528,887	$3,357,112	$81,632,008	$6,171,775
2020	$1,959,341	$3,070,974	$75,914,028	$-1,111,633
2019	$4,268,192	$3,604,685	$71,225,340	$663,507
2018	$2,506,181	$3,378,683	$66,961,836	$-872,502

TRUSTEES OF THE BERKSHIRE MUSEUM