PEABODY ESSEX MUSEUM INC (EIN 043157815) - 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

1992

Legal Domicile

Principal Officer

LYNDA ROSCOE HARTIGAN

Phone

9787459500

Tax Period

2022-07-01 to 2023-06-30

PEABODY ESSEX MUSEUM INC, founded in 1992, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $40.1M in total revenue in fiscal year 2022. Revenue decreased 14% compared to the prior year. Net assets of $725.5M represent 217 months of operating reserves.

Mission

PEM OFFERS THOUGHT-PROVOKING EXPERIENCES OF THE ARTS, HUMANITIES, AND SCIENCES TO ACTIVATE UNDERSTANDING OF OUR SHARED HUMANITY AND TO EMPOWER IMAGINATION AND LEARNING THROUGH EXPERIMENTATION. WE STEWARD, BUILD, AND MAKE OUR COLLECTIONS ACCESSIBLE TO ENCOURAGE APPRECIATION OF THE INTERCONNECTED HISTORIES AND CREATIVITY OF PEOPLE IN OUR COMPLEX, ALWAYS CHANGING WORLD.

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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 $20,509,422

Program Service Revenue $1,762,993

Investment Income $16,378,560

Other Revenue $1,417,808

TOTAL REVENUE $40,068,783

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,813,978

Fundraising Expenses $3,147,789

Program Expenses $33,560,990

Other Expenses $25,980,680

TOTAL EXPENSES $42,794,658

Year-over-Year Comparison

	2022	2021	Change
Revenue	$40,068,783	$46,598,618	-0.1%
Expenses	$42,794,658	$45,099,568	-0.1%
Net Income	$-2,725,875	$1,499,050	-2.8%

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

269

Volunteers

148

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

$1,147,258

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY BEALE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CLEMENT BENENSON	TRUSTEE	1.00	Director	$0	$0	$0
STEPHANIE BENENSON	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER BORGGAARD	SECRETARY	2.00	Officer Director	$0	$0	$0
ALFRED CHANDLER III	TRUSTEE	1.00	Director	$0	$0	$0
ANA B COLMENERO	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ANDREW HEISKELL	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH DE MONTRICHARD	TRUSTEE	1.00	Director	$0	$0	$0
KATE O'NEIL	TRUSTEE	1.00	Director	$0	$0	$0
JANE PAPPALARDO	TRUSTEE	1.00	Director	$0	$0	$0
SMITA AMIN PATEL	TRUSTEE	1.00	Director	$0	$0	$0
SUNITA PEREIRA MD	TRUSTEE	1.00	Director	$0	$0	$0
STUART PRATT	CHAIR	2.00	Officer Director	$0	$0	$0
AUSTIN SHAPARD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JURRIEN TIMMER	TRUSTEE	1.00	Director	$0	$0	$0
GAIL VON METZSCH	TRUSTEE	2.00	Director	$0	$0	$0
CATHERINE CREIGHTON	TRUSTEE	1.00	Director	$0	$0	$0
BRENDA FURLONG	TREASURER	1.00	Officer Director	$0	$0	$0
LYNDA ROSCOE HARTIGAN	EXECUTIVE DIRECTOR	40.00	Officer	$729,264	$84,942	$814,206
NATHALIE G APCHIN	CFO	40.00	Officer	$291,384	$41,668	$333,052
KURT STEINBERG	CHIEF OPERATING OFFICER	40.00	Officer	$0	$0	$0
AMANDA CLARK MACMULLAN	CHIEF PHILANTHROPY OFFICER	40.00	Highest	$383,272	$41,351	$424,623
DEREK C O'BRIEN	CHIEF MARKETING OFFICER	40.00	Highest	$176,313	$11,712	$188,025
JOHN D CHILDS	DIRECTOR OF COLLECTIONS	40.00	Highest	$171,992	$22,253	$194,245
PETRA S SLINKARD	DIRECTOR OF CURATORIAL AFFAIRS	40.00	Highest	$171,992	$22,253	$194,245
SIDDHARTHA V SHAH	DIRECTOR OF EDUCATION & CIVIC ENGAGEMENT	40.00	Highest	$148,601	$18,251	$166,852
BRIAN KENNEDY	FORMER EXECUTIVE DIRECTOR	0.00		$190,401	$0	$190,401
DAN MONROE	FORMER EXEC DIR/CONSULTANT	8.00		$150,000	$0	$150,000

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	$40,068,783	$42,794,658	$799,352,215	$-2,725,875
2022	$46,598,618	$45,099,568	$781,479,714	$1,499,050
2021	$57,993,478	$41,867,763	$834,878,169	$16,125,715
2019	$55,752,290	$49,635,131	$744,344,002	$6,117,159
2018	$51,898,604	$43,655,254	$707,305,991	$8,243,350

PEABODY ESSEX MUSEUM INC