Tate House Museum (EIN 201283552) - 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

Holly K Hurd

Phone

2077746177

Tax Period

2022-01-01 to 2022-12-31

Tate House Museum, founded in 2003, is a small nonprofit in the Arts, Culture & Humanities sector that reported $236K in total revenue in fiscal year 2022. Revenue surged 97% from the prior year, signaling strong growth momentum. The organization ran a surplus of $90K, a strong 38% operating margin.

Mission

Operation and management of a colonial era house museum.

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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 (2022)

Revenue Breakdown

Contributions & Grants $217,586

Program Service Revenue $15,342

Investment Income $817

Other Revenue $2,656

TOTAL REVENUE $236,401

Expense Breakdown

Grants Paid $0

Salaries & Benefits $58,127

Fundraising Expenses $0

Program Expenses $104,113

Other Expenses $88,641

TOTAL EXPENSES $146,768

Year-over-Year Comparison

	2022	2021	Change
Revenue	$236,401	$120,006	+1.0%
Expenses	$146,768	$97,626	+0.5%
Net Income	$89,633	$22,380	+3.0%

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

N/A

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

$50,080

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Holly K Hurd	Executive Dir.	30.00	Officer	$50,080	$0	$50,080
Laura Rodrigues	Director	2.00	Director	$0	$0	$0
Molly Barker Gilligan	Chair	1.00	Director	$0	$0	$0
Alessa Wylie	Secretary	2.00	Officer Director	$0	$0	$0
Joan Hatch	Treasurer	2.00	Officer Director	$0	$0	$0
Chris Jackson	Director	1.00	Director	$0	$0	$0
Aimee Keithan	Vice Chair	1.00	Director	$0	$0	$0
Eric Griffin	Director	0.00	Director	$0	$0	$0
Mike Lawson	Director	1.00	Director	$0	$0	$0
Gini Link	Director	1.00	Director	$0	$0	$0
Izaak Njaa	Director	1.00	Director	$0	$0	$0
Sadhana Philbrick	Director	1.00	Director	$0	$0	$0
Dan Routh	Director	1.00	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
2022	$236,401	$146,768	$308,369	$89,633
2019	$169,310	$112,972	$166,619	$56,338
2018	$108,180	$128,929	$107,519	$-20,749

Tate House Museum