ISABELLA STEWART GARDNER MUSEUM INC (EIN 042104334) - 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

1936

Legal Domicile

Principal Officer

PEGGY FOGELMAN

Phone

6175661401

Tax Period

2022-07-01 to 2023-06-30

ISABELLA STEWART GARDNER MUSEUM INC, founded in 1936, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $19.3M in total revenue in fiscal year 2022. Revenue decreased 10% compared to the prior year. Expenses of $25.8M exceeded revenue, resulting in a 34% operating deficit.

Mission

ORGANIZATION'S MISSION STATEMENT TRUE TO THE AMBITIOUS VISION OF ITS FOUNDER AND HER SPIRIT OF CREATIVE RISK-TAKING, THE MISSION OF THE ISABELLA STEWART GARDNER MUSEUM IS: - TO BRING TO LIFE AND PRESERVE THE RICH HISTORIC COLLECTION; - TO CULTIVATE TALENT IN THE PURSUIT OF KNOWLEDGE AND ACTS OF CREATION IN THE ARTS AND HUMANITIES; - TO SUPPORT ARTISTS, LANDSCAPE ARCHITECTS, MUSICIANS, SCHOLARS AND STUDENTS; AND - TO ENGAGE LOCAL AND GLOBAL AUDIENCES IN A SANCTUARY OF BEAUTY AND THE ARTS WHERE DEEPLY PERSONAL AND COMMUNAL ADVENTURES UNFOLD.

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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 (2022)

Revenue Breakdown

Contributions & Grants $10,871,153

Program Service Revenue $5,174,911

Investment Income $1,535,383

Other Revenue $1,701,857

TOTAL REVENUE $19,283,304

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,773,227

Fundraising Expenses $2,625,887

Program Expenses $20,883,566

Other Expenses $14,020,469

TOTAL EXPENSES $25,793,696

Year-over-Year Comparison

	2022	2021	Change
Revenue	$19,283,304	$21,324,640	-0.1%
Expenses	$25,793,696	$23,924,424	+0.1%
Net Income	$-6,510,392	$-2,599,784	+1.5%

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

277

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

$843,503

Total Directors

$591,829

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GWILL YORK	PRESIDENT, BOARD OF TRUSTE	4.00	Officer Director	$0	$0	$0
AMY ABRAMS	TRUSTEE	1.00	Director	$0	$0	$0
ALLISON ACHTMEYER	TRUSTEE	1.00	Director	$0	$0	$0
GREGORY BEECHER	TRUSTEE	1.00	Director	$0	$0	$0
TAYLOR BODMAN	TRUSTEE	1.00	Director	$0	$0	$0
LINDA N CABOT	SECRETARY, BOARD OF TRUSTEES	2.00	Officer Director	$0	$0	$0
REBECCA GARDNER CAMPBELL	TRUSTEE	1.00	Director	$0	$0	$0
JAMES E CANALES	TRUSTEE	2.00	Director	$0	$0	$0
KATE CHERTAVIAN	TRUSTEE	3.00	Director	$0	$0	$0
ROANN COSTIN	TRUSTEE	1.00	Director	$0	$0	$0
DENISE DUPRE	TRUSTEE	1.00	Director	$0	$0	$0
MELISSA FETTER	TRUSTEE	1.00	Director	$0	$0	$0
BENJAMIN GOMEZ	TRUSTEE	1.00	Director	$0	$0	$0
PAULA A JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
ALYCE LEE	TRUSTEE	1.00	Director	$0	$0	$0
YUCHUN LEE	TREASURER, BOARD OF TRUSTEES	1.00	Officer Director	$0	$0	$0
LISA LEIDEN	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD LIM	TRUSTEE	1.00	Director	$0	$0	$0
STEVE LOCKE	TRUSTEE	1.00	Director	$0	$0	$0
PRASHANTH MAHENDRA-RAJAH	TRUSTEE	1.00	Director	$0	$0	$0
FARHAD NANJI	TRUSTEE	1.00	Director	$0	$0	$0
MAUREEN RUETTGERS	TRUSTEE	1.00	Director	$0	$0	$0
VICKI SATO	TRUSTEE	1.00	Director	$0	$0	$0
KATHERINE CHAPMAN STEMBERG	TRUSTEE	1.00	Director	$0	$0	$0
HOWARD S STEVENSON	TRUSTEE	3.00	Director	$0	$0	$0
REV DR GLORIA WHITE-HAMMOND	TRUSTEE	1.00	Director	$0	$0	$0
PEGGY FOGELMAN	NORMA JEAN CALDERWOOD DIRECTOR	40.00	Officer Director	$573,651	$18,178	$591,829
CLIFFORD RUST	CHIEF FINAN. & ADMIN. OFFICER	40.00	Officer	$230,880	$20,794	$251,674
ANTHONY AMORE	DIRECTOR OF SECURITY	40.00	Highest	$150,846	$14,405	$165,251
MICHAEL HOLLAND	DIRECTOR OF FACILITIES & CAP. PROJ.	40.00	Highest	$151,319	$31,492	$182,811
GEORGE STEEL	ABRAMS CURATOR OF MUSIC	40.00	Highest	$158,902	$33,273	$192,175
PIERANNA CAVALCHINI	BLUMENTHAL CURATOR, CONTEMPORARY ART	40.00	Highest	$126,286	$12,811	$139,097
REBECCA EHRHARDT	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$232,560	$21,518	$254,078

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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$19,283,304	$25,793,696	$313,588,111	$-6,510,392
2022	$21,324,640	$23,924,424	$300,698,212	$-2,599,784
2021	$30,352,820	$21,672,068	$347,979,013	$8,680,752
2020	$28,169,713	$23,421,490	$300,537,225	$4,748,223
2019	$23,038,232	$23,823,730	$299,436,356	$-785,498
2018	$19,968,573	$22,480,781	$300,696,281	$-2,512,208

ISABELLA STEWART GARDNER MUSEUM INC