WARD-HEITMAN MUSEUM FOUNDATION INC (EIN 061450014) - 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

1996

Legal Domicile

Principal Officer

MICHAEL WEBER

Phone

2039379823

Tax Period

2018-07-01 to 2019-06-30

WARD-HEITMAN MUSEUM FOUNDATION INC, founded in 1996, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $21K in total revenue in fiscal year 2018. Revenue fell 62% from the prior year — a significant decline worth monitoring. Expenses of $46K exceeded revenue, resulting in a 114% operating deficit.

Mission

THE ORGANIZATION PRESERVES THE WARD- HEITMAN HOUSE AS A MUSEUM WHICH SERVES AS AN EDUCATION CENTER FOR STUDENTS, SCHOLARS AND HISTORIANS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $11,724

Program Service Revenue $0

Investment Income $9,591

Other Revenue $0

TOTAL REVENUE $21,315

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,087

Other Expenses $45,555

TOTAL EXPENSES $45,555

Year-over-Year Comparison

	2018	2017	Change
Revenue	$21,315	$56,107	-0.6%
Expenses	$45,555	$44,863	+0.0%
Net Income	$-24,240	$11,244	-3.2%

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

N/A

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
AMAYA JOSE	DIRECTOR	001.00	Director	$0	$0	$0
BECKWITH GERTRUDE	RECORDING SECRETARY	001.00	Officer Director	$0	$0	$0
BREEN DOREEN	DIRECTOR	001.00	Director	$0	$0	$0
DORSI COURTNEY	DIRECTOR	001.00	Director	$0	$0	$0
FARQUHARSON PATRICE	TREASURER	002.00	Officer Director	$0	$0	$0
GOODSON ELAINE	DIRECTOR	001.00	Director	$0	$0	$0
HINES THOMAS	VICE PRESIDENT	001.00	Officer Director	$0	$0	$0
LANG WILLIAM	DIRECTOR	001.00	Director	$0	$0	$0
PERRY PATTI	DIRECTOR	001.00	Director	$0	$0	$0
SHEIMAN ROBERT	DIRECTOR	001.00	Director	$0	$0	$0
VANDERMEALON STEVE	DIRECTOR	001.00	Director	$0	$0	$0
WEBER JENNY	DIRECTOR	001.00	Director	$0	$0	$0
WEBER JOSEPH	CORRESPONDENCE SECRETARY	001.00	Officer Director	$0	$0	$0
WEBER MICHAEL	PRESIDENT	010.00	Officer Director	$0	$0	$0
WENDELOWSKI BARBARA	DIRECTOR	001.00	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
2019	$21,315	$45,555	$653,925	$-24,240

WARD-HEITMAN MUSEUM FOUNDATION INC