JOHN F KENNEDY HYANNIS MUSEUM FOUNDATION INC (EIN 200177247) - 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

2003

Legal Domicile

Principal Officer

PETER UBERTACCIO

Phone

5087903077

Tax Period

2023-01-01 to 2023-12-31

JOHN F KENNEDY HYANNIS MUSEUM FOUNDATION INC, founded in 2003, is a small nonprofit in the Arts, Culture & Humanities sector that reported $772K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $227K, a strong 29% operating margin.

Mission

THE JOHN F. KENNEDY HYANNIS MUSEUM FOUNDATION PRESERVES AND PROMOTES THE LEGACY OF PRESIDENT KENNEDY, HIS FAMILY, AND THEIR DEEP CONNECTION TO CAPE COD.

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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 $159,936

Program Service Revenue $592,978

Investment Income $7,647

Other Revenue $11,357

TOTAL REVENUE $771,918

Expense Breakdown

Grants Paid $0

Salaries & Benefits $230,809

Fundraising Expenses $23,737

Program Expenses $442,202

Other Expenses $314,094

TOTAL EXPENSES $544,903

Year-over-Year Comparison

	2023	2022	Change
Revenue	$771,918	$564,594	+0.4%
Expenses	$544,903	$463,916	+0.2%
Net Income	$227,015	$100,678	+1.3%

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

$77,040

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WENDY NORTHCROSS	EXECUTIVE DIRECTOR	24.0	Officer	$77,040	$0	$77,040
PETER UBERTACCIO	BOARD CHAIR	1.0	Officer Director	$0	$0	$0
ANNE-MARIE LITCHFIELD	VICE CHAIR	1.0	Officer Director	$0	$0	$0
KEVIN HOWARD	SECRETARY	1.0	Officer Director	$0	$0	$0
BRIAN CAREY	TREASURER	1.0	Officer Director	$0	$0	$0
JOANNE BAUER	OFFICER	1.0	Officer Director	$0	$0	$0
LEE ANN HESSE	DIRECTOR	1.0	Director	$0	$0	$0
THOMAS LYNCH	DIRECTOR	1.0	Director	$0	$0	$0
DIANE MCPHERSON	DIRECTOR	1.0	Director	$0	$0	$0
PAUL HART MILLER	DIRECTOR	1.0	Director	$0	$0	$0
RICHARD NEITZ	DIRECTOR	1.0	Director	$0	$0	$0
LYNNE POYANT	DIRECTOR	1.0	Director	$0	$0	$0
LINDA WHITCOMB	DIRECTOR	1.0	Director	$0	$0	$0
REBECCA PIERCE-MERRICK	DIRECTOR	1.0	Director	$0	$0	$0
CHRISTOPHER WARD	DIRECTOR	1.0	Director	$0	$0	$0
Tricia Murray	Director	1.0	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	No data	No data	No data	No data
2023	$771,918	$544,903	$1,686,994	$227,015
2022	$564,594	$463,916	$1,694,748	$100,678
2021	$704,676	$422,403	$901,556	$282,273
2020	$484,503	$496,758	$731,141	$-12,255
2019	$853,463	$922,669	$651,357	$-69,206
2018	$896,491	$916,086	$693,974	$-19,595

JOHN F KENNEDY HYANNIS MUSEUM FOUNDATION INC