HISTORIC MORVEN INC (EIN 222817982) - 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

1987

Legal Domicile

Principal Officer

KENNETH SIEGEL

Phone

6099248144

Tax Period

2024-07-01 to 2025-06-30

HISTORIC MORVEN INC, founded in 1987, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.4M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $2.2M left a modest 9% surplus.

Mission

THE MISSION OF HISTORIC MORVEN, INC. IS TO PRESERVE THE NATIONAL AND HISTORIC LANDMARK KNOWN AS MORVEN MUSEUM & GARDEN BY OPERATING IT AS A MUSEUM AND PUBLIC GARDEN THAT EDUCATES DIVERSE AUDIENCES AND SHOWCASES ITS RICH 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 (2024)

Revenue Breakdown

Contributions & Grants $2,156,705

Program Service Revenue $133,361

Investment Income $-29,141

Other Revenue $153,408

TOTAL REVENUE $2,414,333

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,051,681

Fundraising Expenses $169,873

Program Expenses $1,786,258

Other Expenses $1,145,418

TOTAL EXPENSES $2,197,099

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,414,333	$1,953,883	+0.2%
Expenses	$2,197,099	$2,080,449	+0.1%
Net Income	$217,234	$-126,566	-2.7%

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

$114,375

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELLEN SMITH MOREHOUSE	CHAIR	4.00	Officer Director	$0	$0	$0
GREG ROGERS	TRUSTEE	4.00	Director	$0	$0	$0
RACHEL P HERR	TREASURER	4.00	Officer Director	$0	$0	$0
JOHN M HEALEY	SECRETARY	4.00	Officer Director	$0	$0	$0
RONICA BREGENZER	TRUSTEE	4.00	Director	$0	$0	$0
KENNETH SIEGEL	TRUSTEE	4.00	Director	$0	$0	$0
CHRISTOPHER RICE	TRUSTEE	4.00	Director	$0	$0	$0
NICK LOPEZ	TRUSTEE	4.00	Director	$0	$0	$0
BILL ENNIST	TRUSTEE	1.00	Director	$0	$0	$0
MARY ROBINSON COHEN	TRUSTEE	1.00	Director	$0	$0	$0
COURTNEY LEDERER	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN MACGREGOR	TRUSTEE	1.00	Director	$0	$0	$0
J RICHARD PIERCE	TRUSTEE	1.00	Director	$0	$0	$0
LISA ULLMANN	TRUSTEE	1.00	Director	$0	$0	$0
JAY VAWTER	TRUSTEE	1.00	Director	$0	$0	$0
PETER HAM	TRUSTEE	1.00	Director	$0	$0	$0
SARAH RINGER	TRUSTEE	1.00	Director	$0	$0	$0
RHONDA DIMASCIO	EXECUTIVE DIRECTOR	40.00	Officer	$105,554	$8,821	$114,375

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
2025	$2,414,333	$2,197,099	$28,391,670	$217,234
2024	$1,953,883	$2,080,449	$25,894,315	$-126,566
2023	$1,339,875	$1,738,107	$25,171,817	$-398,232
2022	$2,239,709	$2,039,571	$24,966,023	$200,138
2021	$11,308,406	$1,763,159	$27,047,606	$9,545,247
2020	$1,469,836	$1,446,093	$16,445,308	$23,743

HISTORIC MORVEN INC