SIR JOHN SOANE'S MUSEUM FOUNDATION (EIN 133624437) - 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

1991

Legal Domicile

Principal Officer

PAUL L WHALEN

Phone

3477662309

Tax Period

2024-01-01 to 2024-12-31

SIR JOHN SOANE'S MUSEUM FOUNDATION, founded in 1991, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 136% from the prior year, signaling strong growth momentum. The organization ran a surplus of $594K, a strong 39% operating margin.

Mission

TO PROMOTE AND ADVANCE THE STUDY OF ART AND ARCHITECTURE WITH THE SOANEAN TRADITION IN THE U.S.

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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 $1,396,183

Program Service Revenue $96,973

Investment Income $41,972

Other Revenue $0

TOTAL REVENUE $1,535,128

Expense Breakdown

Grants Paid $562,451

Salaries & Benefits $170,165

Fundraising Expenses $145,356

Program Expenses $674,864

Other Expenses $208,600

TOTAL EXPENSES $941,216

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,535,128	$650,201	+1.4%
Expenses	$941,216	$676,910	+0.4%
Net Income	$593,912	$-26,709	-23.2%

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

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

$130,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL L WHALEN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
BRIAN MCCARTHY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SUZANNE SANTRY	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN FLOWER	TREASURER	1.00	Officer Director	$0	$0	$0
JONATHAN HOGG	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD T SHARP	BOARD MEMBER	1.00	Director	$0	$0	$0
LIZ O'BRIEN	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEXANDER GORLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUGLAS C WRIGHT III	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNE KRIKEN MANN	BOARD MEMBER	1.00	Director	$0	$0	$0
JEANNE SLOANE	BOARD MEMBER	1.00	Director	$0	$0	$0
WENDY LYON MOONAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ROSEMARIE RUSSI HOWE	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHLEEN SPRINGHORN	BOARD MEMBER	1.00	Director	$0	$0	$0
SUZANNE STEPHENS	BOARD MEMBER	1.00	Director	$0	$0	$0
LUKE IVES PONTIFELL	BOARD MEMBER	1.00	Director	$0	$0	$0
SUZY GROTE	BOARD MEMBER	1.00	Director	$0	$0	$0
BRUCE HORTEN	BOARD MEMBER	1.00	Director	$0	$0	$0
NANCY LORENZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JEAN MARGARET SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
ASHLEY GANZ	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM APPLETON	EXECUTIVE DIRECTOR	40.00	Officer	$130,000	$0	$130,000

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
2024	$1,535,128	$941,216	$1,754,746	$593,912
2023	$650,201	$676,910	$1,237,100	$-26,709
2022	$973,273	$559,980	$1,166,578	$413,293
2021	$958,475	$600,035	$690,141	$358,440
2020	$343,541	$466,562	$341,550	$-123,021
2019	$433,436	$694,857	$450,849	$-261,421
2018	$779,258	$492,482	$709,146	$286,776

SIR JOHN SOANE'S MUSEUM FOUNDATION