NORMAN ROCKWELL MUSEUM AT STOCKBRIDGE INC (EIN 042450813) - 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

1969

Legal Domicile

Principal Officer

LAURIE NORTON MOFFATT

Phone

4132984100

Tax Period

2024-07-01 to 2025-06-30

NORMAN ROCKWELL MUSEUM AT STOCKBRIDGE INC, founded in 1969, is a community nonprofit in the Arts, Culture & Humanities sector that reported $6.4M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum.

Mission

SEE PART III, LINE 1

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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 $2,650,453

Program Service Revenue $2,499,986

Investment Income $291,517

Other Revenue $926,954

TOTAL REVENUE $6,368,910

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,706,403

Fundraising Expenses $487,126

Program Expenses $4,613,784

Other Expenses $2,922,156

TOTAL EXPENSES $6,628,559

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,368,910	$5,258,961	+0.2%
Expenses	$6,628,559	$6,025,203	+0.1%
Net Income	$-259,649	$-766,242	-0.7%

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

$506,888

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEXANDER J BROWN	TRUSTEE	1.00	Director	$0	$0	$0
ALICE A CARTER	TRUSTEE	1.00	Director	$0	$0	$0
ALLIDA BLACK	TRUSTEE	1.00	Director	$0	$0	$0
ANN PRINTON	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY M CONSIGLI	TRUSTEE	1.00	Director	$0	$0	$0
DAISY ROCKWELL	TRUSTEE	1.00	Director	$0	$0	$0
DAVID HOWSE	TRUSTEE	1.00	Director	$0	$0	$0
DAVID SCHWARTZ	TRUSTEE (ENDED 9/2024)	1.00	Director	$0	$0	$0
DEBORAH D HOOVER	TRUSTEE	1.00	Director	$0	$0	$0
DOLF BERLE	CHAIR/PRESIDENT/TRUSTEE	1.00	Officer Director	$0	$0	$0
DOUGLAS CLARK	TRUSTEE	1.00	Director	$0	$0	$0
DR MARY K GRANT	VICE CHAIR/1ST VP/TRUSTEE	1.00	Officer Director	$0	$0	$0
GEORGE BAIN	TRUSTEE	1.00	Director	$0	$0	$0
JEANINE MCADAM	TRUSTEE	1.00	Director	$0	$0	$0
JESSICA KAPLAN	TRUSTEE	1.00	Director	$0	$0	$0
JILL HAI	CLERK/TRUSTEE	1.00	Officer Director	$0	$0	$0
JOHN T SPELLMAN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN V FRANK	TRUSTEE	1.00	Director	$0	$0	$0
JORJA-ANN MARSDEN	TRUSTEE	1.00	Director	$0	$0	$0
KIM RUFFING	TRUSTEE	1.00	Director	$0	$0	$0
LOUIS HENRY MITCHELL	TRUSTEE	1.00	Director	$0	$0	$0
LOUISE A HOLLAND	TRUSTEE (ENDED 9/2024)	1.00	Director	$0	$0	$0
PETER BLUM	TRUSTEE	1.00	Director	$0	$0	$0
PETER CHASE WILLIAMS	2ND VICE PRESIDENT/TRUSTEE	1.00	Officer Director	$0	$0	$0
RICHARD KELLY	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT BABCOCK	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT HORVATH	TRUSTEE	1.00	Director	$0	$0	$0
ROBERTA MCCULLOCH-DEWS	3RD VICE PRESIDENT/TRUSTEE	1.00	Officer Director	$0	$0	$0
ROBYN PHILLIPS-PENDELTON	TRUSTEE	1.00	Director	$0	$0	$0
TERRY BURMAN	TRUSTEE	1.00	Director	$0	$0	$0
TOM RUFFING	TREASURER/TRUSTEE	1.00	Officer Director	$0	$0	$0
KATHERINE BERGERON	TRUSTEE (AS OF 9/2024)	1.00	Director	$0	$0	$0
RANDY GRIMMETT	TRUSTEE (AS OF 9/2024)	1.00	Director	$0	$0	$0
JILL GELLERT	COO/CFO	37.50	Officer	$157,176	$38,418	$195,594
LAURIE NORTON MOFFATT	DIRECTOR/CEO	37.50	Officer	$274,633	$36,661	$311,294
HILARY DUNNE FERRONE	CHIEF PHILANTHROPY OFFICER	37.50	Highest	$136,199	$25,247	$161,446
MARGIT HOTCHKISS	CHIEF MARKETING OFFICER	37.50	Highest	$111,957	$15,872	$127,829
STEPHANIE PLUNKETT	CHIEF CURATOR/ROCKWELL CENTER DIR.	37.50	Highest	$129,563	$27,969	$157,532
KATHRYN POTTS	CHIEF LEARNING & ENGAGEMENT OFFICER	37.50	Highest	$112,270	$16,136	$128,406
RICHARD BRADWAY	CHIEF INNOVATION OFFICER	37.50	Highest	$101,919	$34,826	$136,745

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	$6,368,910	$6,628,559	$12,697,474	$-259,649
2024	$5,258,961	$6,025,203	$12,825,095	$-766,242
2023	$5,856,979	$6,293,918	$13,111,728	$-436,939
2022	$6,364,472	$5,563,424	$13,175,743	$801,048
2021	$4,523,521	$4,538,308	$12,970,897	$-14,787
2020	$5,941,543	$5,711,436	$11,706,734	$230,107
2019	$6,556,700	$6,162,307	$11,818,402	$394,393
2018	$7,073,640	$6,303,365	$10,460,618	$770,275

NORMAN ROCKWELL MUSEUM AT STOCKBRIDGE INC