MUSEUM OF AMERICAN FINANCE (EIN 133540880) - 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

1982

Legal Domicile

Principal Officer

DAVID COWEN

Phone

2129084110

Tax Period

2023-01-01 to 2023-12-31

MUSEUM OF AMERICAN FINANCE, founded in 1982, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $1.6M exceeded revenue, resulting in a 17% operating deficit.

Mission

TO PRESERVE, EXHIBIT AND TEACH ABOUT THE NATION'S FINANCE AND FINANCIAL HISTORY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,517,994

Program Service Revenue $3,870

Investment Income $3,796

Other Revenue $-115,280

TOTAL REVENUE $1,410,380

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,236,865

Fundraising Expenses $311,129

Program Expenses $1,036,448

Other Expenses $412,880

TOTAL EXPENSES $1,649,745

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,410,380	$1,493,048	-0.1%
Expenses	$1,649,745	$1,642,801	+0.0%
Net Income	$-239,365	$-149,753	+0.6%

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

$217,539

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER A COHEN	CHAIR	1.00	Officer Director	$0	$0	$0
ANDREA DE CHOLNOKY	CO-VICE CHAIR	1.00	Officer Director	$0	$0	$0
KAREN SEITZ	CO-VICE CHAIR	1.00	Officer Director	$0	$0	$0
SANFORD F CRYSTAL	TREASURER	1.00	Officer Director	$0	$0	$0
ALVI ABUAF	TRUSTEE	1.00	Director	$0	$0	$0
PETER AKWABOAH	TRUSTEE	1.00	Director	$0	$0	$0
SABRINA BAILEY	TRUSTEE	1.00	Director	$0	$0	$0
GREGORY W BAUER	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS CIFU	TRUSTEE	1.00	Director	$0	$0	$0
MARCY COHEN	TRUSTEE	1.00	Director	$0	$0	$0
LAWRENCE CUNNINGHAM	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK CURTIN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN P DAVIDSON III	TRUSTEE	1.00	Director	$0	$0	$0
PETER DAVIS	TRUSTEE THRU JAN 2023	1.00	Director	$0	$0	$0
RIC EDELMAN	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES ELSON	TRUSTEE	1.00	Director	$0	$0	$0
EILEEN FAHEY	TRUSTEE	1.00	Director	$0	$0	$0
MARTIN FRIDSON	TRUSTEE	1.00	Director	$0	$0	$0
ADAM GOLDSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
MARTHA CLARK GOSS	TRUSTEE	1.00	Director	$0	$0	$0
CORY GUNDERSON	TRUSTEE	1.00	Director	$0	$0	$0
KIRK HALDEMAN	TRUSTEE	1.00	Director	$0	$0	$0
BRADFORD HU	TRUSTEE	1.00	Director	$0	$0	$0
CAROL KAIMOWITZ	TRUSTEE	1.00	Director	$0	$0	$0
GLENN KAUFMAN	TRUSTEE	1.00	Director	$0	$0	$0
RANCH KIMBALL	TRUSTEE	1.00	Director	$0	$0	$0
MITTI LIEBERSOHN	TRUSTEE	1.00	Director	$0	$0	$0
CONSUELO MACK	TRUSTEE	1.00	Director	$0	$0	$0
JOE MECANE	TRUSTEE	1.00	Director	$0	$0	$0
ANDERS NEMETH	TRUSTEE	1.00	Director	$0	$0	$0
EAMON NOLAN	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH O'MELIA	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS PERRY	TRUSTEE	1.00	Director	$0	$0	$0
BRAD PETERSON	TRUSTEE	1.00	Director	$0	$0	$0
BOB PISANI	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT REDDEL	TRUSTEE	1.00	Director	$0	$0	$0
MARK SHENKMAN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID L SHULER	TRUSTEE	1.00	Director	$0	$0	$0
MARIA E SMITH	TRUSTEE THRU NOV 2023	1.00	Director	$0	$0	$0
RICHARD SYLLA PH D	TRUSTEE	1.00	Director	$0	$0	$0
SAUL VAN BEURDEN	TRUSTEE	1.00	Director	$0	$0	$0
DENNISON VERU	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES V WAIT	TRUSTEE	1.00	Director	$0	$0	$0
DAVID COWEN	PRESIDENT/CEO	40.00	Officer	$210,000	$7,539	$217,539
MINDY ROSS	DIRECTOR OF EXTERNAL RELATIONS	40.00	Highest	$157,500	$33,851	$191,351
KRISTIN AGUILERA	DEPUTY DIRECTOR	40.00	Highest	$121,000	$45,341	$166,341
LINDA RAPACKI	MANAGING DIR. OF BUSINESS	40.00	Highest	$108,500	$5,143	$113,643

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	No data	No data	No data	No data
2023	$1,410,380	$1,649,745	$463,184	$-239,365
2022	$1,493,048	$1,642,801	$534,602	$-149,753
2021	$1,965,365	$1,619,312	$795,079	$346,053
2020	$1,935,781	$1,638,305	$779,386	$297,476
2019	$1,323,499	$1,652,231	$237,433	$-328,732
2018	$3,102,554	$2,360,324	$582,375	$742,230

MUSEUM OF AMERICAN FINANCE