HILL-STEAD MUSEUM (EIN 060646673) - 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

1946

Legal Domicile

Principal Officer

DR ANNA M SWINBOURNE

Phone

8606774787

Tax Period

2024-01-01 to 2024-12-31

HILL-STEAD MUSEUM, founded in 1946, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.2M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $1.9M left a modest 13% surplus.

Mission

HILL-STEAD MUSEUM (HSM), A NATIONAL HISTORIC LANDMARK, SERVES DIVERSE AUDIENCES IN CT AND BEYOND AS A WELCOMING PLACE FOR LEARNING, REFLECTION AND ENJOYMENT. HSM PRESERVES, DISPLAYS AND INTERPRETS ITS EXCEPTIONAL PAINTINGS, HISTORIC HOUSE, COLLECTIONS AND LANDSCAPE.

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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 $1,269,229

Program Service Revenue $466,106

Investment Income $304,231

Other Revenue $128,595

TOTAL REVENUE $2,168,161

Expense Breakdown

Grants Paid $0

Salaries & Benefits $889,767

Fundraising Expenses $292,371

Program Expenses $1,333,455

Other Expenses $995,845

TOTAL EXPENSES $1,885,612

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,168,161	$1,893,334	+0.1%
Expenses	$1,885,612	$1,833,400	+0.0%
Net Income	$282,549	$59,934	+3.7%

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

200

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

$217,311

Total Directors

$158,239

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR ANNA M SWINBOURNE	EXECUTIVE DIRECTOR & TRUSTEE	40.00	Officer Director	$144,246	$13,993	$158,239
NINA MAYHALL HAYES	COLONIAL DAMES TRUSTEE	3.00	Director	$0	$0	$0
CAROLINE EDWARDS	INSTITUTIONAL HISTORIAN	1.00	Director	$0	$0	$0
STEPHEN S MADSEN	INSTITUTIONAL HISTORIAN	1.00	Director	$0	$0	$0
CHUCK MUELLER	GOVERNOR	1.00	Director	$0	$0	$0
JAMES W FANELLI	BANK TRUSTEE	3.00	Director	$0	$0	$0
RAFEENA BACCHUS LEE	GOVERNOR	1.00	Director	$0	$0	$0
MYLES R BROWN	GOVERNOR	1.00	Director	$0	$0	$0
SUSAN CHANDLER	GOVERNOR	1.00	Director	$0	$0	$0
CAROL M ENGLISH	GOVERNOR	1.00	Director	$0	$0	$0
DR ANJANETTE FERRIS SENATUS	GOVERNOR	1.00	Director	$0	$0	$0
EVAN S GOLDSTEIN	GOVERNOR	1.00	Director	$0	$0	$0
SONIA EVERS	GOVERNOR	1.00	Director	$0	$0	$0
KIMBERLEY KERSEY	GOVERNOR	1.00	Director	$0	$0	$0
MARIE C O'BRIEN	GOVERNOR	1.00	Director	$0	$0	$0
WILLIAM O'REILLY	GOVERNOR	1.00	Director	$0	$0	$0
MICHAEL SHOFF	GOVERNOR	1.00	Director	$0	$0	$0
GEORGE R TRUMBULL IV PHD	GOVERNOR	1.00	Director	$0	$0	$0
KATHERINE V SMITH	GOVERNOR	1.00	Director	$0	$0	$0
MARCIE SENER	GOVERNOR	1.00	Director	$0	$0	$0
KAREN CRONIN WHEAT	GOVERNOR	1.00	Director	$0	$0	$0
DANIEL FLYNN	DIRECTOR OF FINANCE	20.50	Officer	$58,480	$592	$59,072
KRISTEN RENEHAN	PRESIDENT	3.00	Officer	$0	$0	$0
MARK SIDES	FIRST VICE PRESIDENT	3.00	Officer	$0	$0	$0
LAVELL M L THOMPSON	SECOND VICE PRESIDENT	3.00	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
2024	$2,168,161	$1,885,612	$10,893,742	$282,549
2023	$1,893,334	$1,833,400	$10,319,857	$59,934
2022	$1,671,157	$1,840,363	$9,859,731	$-169,206
2021	$5,221,555	$1,649,452	$10,969,005	$3,572,103
2020	$2,937,730	$1,591,849	$7,939,332	$1,345,881
2019	$1,844,128	$1,577,897	$5,563,146	$266,231
2018	$1,960,185	$1,582,100	$4,594,828	$378,085

HILL-STEAD MUSEUM