CAPE ANN MUSEUM INC

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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

1873

Legal Domicile

Phone

9782830455

Tax Period

2024-04-01 to 2025-03-31

CAPE ANN MUSEUM INC, founded in 1873, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $11.5M in total revenue in fiscal year 2024. Revenue surged 862% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.6M, a strong 66% operating margin.

Mission

TO FOSTER AN APPRECIATION OF THE QUALITY AND DIVERSITY OF LIFE ON CAPE ANN, PAST AND PRESENT; TO FURTHER THE KNOWLEDGE AND ENJOYMENT OF CAPE ANN HISTORY AND ART; TO COLLECT AND PRESERVE SIGNIFICANT INFORMATION AND ARTIFACTS; AND TO ENCOURAGE COMMUNITY INVOLVEMENT WITH ITS PROGRAMS AND HOLDINGS. IN ALL ITS ACTIVITIES, THE MUSEUM EMPHASIZES THE HIGHEST STANDARDS OF QUALITY AND SEEKS TO ENGAGE THE BROADEST POSSIBLE AUDIENCE.

Program Service Accomplishments

Program 1

Expenses: $2,652,152 Revenue: $61,547

PURPOSES ARE OWNERSHIP, OPERATION, COLLECTION AND PRESERVATION OF HISTORICAL BUILDINGS, OBJECTS, RECORDS AND WORKS OF ART ALL RELATED TO CAPE ANN. THE MUSEUM EXHIBITS AND OFFERS EDUCATIONAL...

PURPOSES ARE OWNERSHIP, OPERATION, COLLECTION AND PRESERVATION OF HISTORICAL BUILDINGS, OBJECTS, RECORDS AND WORKS OF ART ALL RELATED TO CAPE ANN. THE MUSEUM EXHIBITS AND OFFERS EDUCATIONAL PROGRAMMING FOCUSING ON ITS COLLECTIONS FOR THE BENEFIT OF ITS MEMBERS AND THE GENERAL PUBLIC.

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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 $9,401,351

Program Service Revenue $60,221

Investment Income $2,071,315

Other Revenue $-48,159

TOTAL REVENUE $11,484,728

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,484,358

Fundraising Expenses $691,685

Program Expenses $2,652,152

Other Expenses $2,333,260

TOTAL EXPENSES $3,930,518

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,484,728	$1,194,390	+8.6%
Expenses	$3,930,518	$933,545	+3.2%
Net Income	$7,554,210	$260,845	+28.0%

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

Total Directors

$7,614

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
OLIVER BARKER	MUSEUM DIRECTOR	40.00		$245,000	$9,800	$254,800
PATRICIA R LAYMAN	DEVELOPMENT DIR	40.00		$148,550	$12,189	$160,739
MARTHA OAKS	CURATOR	40.00		$103,200	$4,128	$107,328
TIMOTHY MILLER	Director	1.00	Director	$7,614	$0	$7,614
ELLIOT BOSTWICK DAVIS-ON JAN	Director	1.00	Director	$0	$0	$0
ANN T HALL	Director	1.00	Director	$0	$0	$0
GAIL VON METZSCH	Director	1.00	Director	$0	$0	$0
LISA RICH	Director	1.00	Director	$0	$0	$0
SUSANNA NATTI	Director	1.00	Director	$0	$0	$0
ALEXANDER MCGRATH	Director	2.00	Director	$0	$0	$0
JOHN ELLIS	Director	2.00	Director	$0	$0	$0
ANNE ROGERS HALEY-OFF SEPT	Director	1.00	Director	$0	$0	$0
THOMAS CRONIN	Director	1.00	Director	$0	$0	$0
ROBERT BACHELDER	Director	1.00	Director	$0	$0	$0
HINDA SIMON	Director	1.00	Director	$0	$0	$0
ANNE-SEYMOUR ST JOHN	Director	1.00	Director	$0	$0	$0
TOM JANIS-ON SEPT	Director	2.00	Director	$0	$0	$0
R DAVID PORPER	Director	1.00	Director	$0	$0	$0
JOHN CUNNINGHAM	Director	3.00	Director	$0	$0	$0
IIENE NAGEL	Director	1.00	Director	$0	$0	$0
JUDI ROTENBERG	Director	1.00	Director	$0	$0	$0
JANET JAMES	Director	2.00	Director	$0	$0	$0
CHARLIE MANN	Director	5.00	Director	$0	$0	$0
JJBELL	Vice President	5.00	Officer	$0	$0	$0
NINA GOODICK-OFF SEPT	Secretary	1.00	Officer	$0	$0	$0
ROSE BEECHER	Treasurer	5.00	Officer	$0	$0	$0
HENRIETTA GATES	President	5.00	Officer	$0	$0	$0
CAROLINE HOVEY	Secretary	2.00	Officer	$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
2025	$11,484,728	$3,930,518	$38,476,233	$7,554,210
2024	$1,194,390	$933,545	$33,899,605	$260,845
2023	$9,522,343	$4,483,622	$33,500,921	$5,038,721
2022	$3,900,257	$3,272,843	$27,932,462	$627,414
2021	$4,343,212	$2,782,563	$29,503,973	$1,560,649
2020	$3,093,394	$2,147,207	$28,561,909	$946,187
2019	$7,802,396	$3,004,191	$26,790,748	$4,798,205
2018	$3,133,870	$2,044,105	$18,279,848	$1,089,765