THE SHIRLEY-EUSTIS HOUSE ASSOCIATION (EIN 046071268) - 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

1913

Legal Domicile

Phone

6174422275

Tax Period

2024-01-01 to 2024-12-31

THE SHIRLEY-EUSTIS HOUSE ASSOCIATION, founded in 1913, is a small nonprofit in the Arts, Culture & Humanities sector that reported $536K in total revenue in fiscal year 2024. Revenue fell 51% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $179K, a strong 33% operating margin.

Mission

THE SHIRLEY-EUSTIS HOUSE ASSOCIATION EXISTS TO PRESERVE, MAINTAIN AND INTERPRET THE SHIRLEY-EUSTIS HOUSE AND GROUNDS AS A MUSEUM FOR THE EDUCATION AND ENJOYMENT OF THE 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 $135,410

Program Service Revenue $4,599

Investment Income $343,953

Other Revenue $51,879

TOTAL REVENUE $535,841

Expense Breakdown

Grants Paid $0

Salaries & Benefits $147,148

Fundraising Expenses $13,159

Program Expenses $238,698

Other Expenses $209,825

TOTAL EXPENSES $356,973

Year-over-Year Comparison

	2024	2023	Change
Revenue	$535,841	$1,098,431	-0.5%
Expenses	$356,973	$1,436,857	-0.8%
Net Income	$178,868	$-338,426	-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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUZANNE BUCHANAN	EXECUTIVE DIRECTOR	40.00	Highest	$76,350	$3,000	$79,350
FREDERIC DETWILLER	DIRECTOR	2.00	Director	$0	$0	$0
EILEEN WOODFORD	DIRECTOR	4.00	Director	$0	$0	$0
JOHN SMITH	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM FINCH	DIRECTOR	2.00	Director	$0	$0	$0
BRYAN GLASCOCK	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA LAMBERT	DIRECTOR	2.00	Director	$0	$0	$0
PATRICIA SMITH	DIRECTOR	2.00	Director	$0	$0	$0
JERRY WHEELOCK	DIRECTOR	2.00	Director	$0	$0	$0
LORIE KOMLYN	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM KUTTNER	PRESIDENT	4.00	Officer Director	$0	$0	$0
MARY T FLYNN	CLERK	4.00	Officer Director	$0	$0	$0
STEPHEN VITELLO	TREASURER	4.00	Officer Director	$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
2024	$535,841	$356,973	$3,057,842	$178,868
2023	$1,098,431	$1,436,857	$2,875,356	$-338,426
2022	$224,178	$325,441	$2,764,430	$-101,263
2021	$199,100	$233,100	$3,461,600	$-34,000
2020	$151,000	$163,900	$3,070,600	$-12,900
2019	$125,500	$209,000	$2,690,800	$-83,500
2018	$253,700	$242,500	$2,318,200	$11,200

THE SHIRLEY-EUSTIS HOUSE ASSOCIATION