MILLICENT ROGERS MUSEUM INC (EIN 136161708) - 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

1953

Legal Domicile

Principal Officer

JONNALYNN MANDELBAUM

Phone

5757582462

Tax Period

2024-01-01 to 2024-12-31

MILLICENT ROGERS MUSEUM INC, founded in 1953, is a small nonprofit in the Arts, Culture & Humanities sector that reported $875K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $1.0M exceeded revenue, resulting in a 19% operating deficit.

Mission

THE MILLICENT ROGERS MUSEUM PARTNERS WITH COMMUNITIES OF THE SOUTHWEST TO SHARE THEIR STORIES, ARTS, AND CULTURES.

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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 $227,769

Program Service Revenue $599,069

Investment Income $45,097

Other Revenue $2,650

TOTAL REVENUE $874,585

Expense Breakdown

Grants Paid $0

Salaries & Benefits $490,248

Fundraising Expenses $226

Program Expenses $605,531

Other Expenses $548,083

TOTAL EXPENSES $1,038,331

Year-over-Year Comparison

	2024	2023	Change
Revenue	$874,585	$1,014,034	-0.1%
Expenses	$1,038,331	$1,166,366	-0.1%
Net Income	$-163,746	$-152,332	+0.1%

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

$43,986

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GRETA M BRUNSCHWYLER	EXECUTIVE DIRECTOR	40.00		$76,696	$0	$76,696
KAREN CHERTOK	INTERIM EXECUTIVE DIRECTOR	40.00	Officer	$43,986	$0	$43,986
MICHELLE AUSTIN	TRUSTEE	1.00	Director	$0	$0	$0
TERRY W CONNER	TRUSTEE	1.00	Director	$0	$0	$0
CAROL CUDD	TRUSTEE	1.00	Director	$0	$0	$0
SHARON BUMPAS GILSTER	TRUSTEE	1.00	Director	$0	$0	$0
BROOKS FITZSIMMONS	TRUSTEE	1.00	Director	$0	$0	$0
MARK GOLDMAN	TRUSTEE	1.00	Director	$0	$0	$0
ANTONIO MARTINEZ	TRUSTEE	1.00	Director	$0	$0	$0
ROBYN MILLER	TRUSTEE	1.00	Director	$0	$0	$0
ERNIE ORTEGA	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTINA PERALTA-RAMON	TRUSTEE	1.00	Director	$0	$0	$0
TED SCHUPBACH DVM	TRUSTEE	1.00	Director	$0	$0	$0
JONNALYNN MANDELBAUM	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID B ANDERSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CAROL WHITE	TREASURER	1.00	Officer Director	$0	$0	$0
AMYJO CLARK	SECRETARY	1.00	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	$874,585	$1,038,331	$2,136,156	$-163,746
2023	$1,014,034	$1,166,366	$2,210,906	$-152,332
2022	$606,094	$778,743	$2,264,842	$-172,649
2021	$919,793	$705,368	$2,421,439	$214,425
2020	$535,426	$637,366	$2,275,807	$-101,940
2019	$620,166	$655,962	$2,130,783	$-35,796
2018	$757,906	$715,881	$2,060,113	$42,025

MILLICENT ROGERS MUSEUM INC