WOODMERE ART MUSEUM (EIN 231381459) - 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

1940

Legal Domicile

Principal Officer

WILLIAM R VALERIO

Phone

2152470476

Tax Period

2023-01-01 to 2023-12-31

WOODMERE ART MUSEUM, founded in 1940, is a community nonprofit in the Arts, Culture & Humanities sector that reported $4.8M in total revenue in fiscal year 2023. Revenue fell 68% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.0M, a strong 22% operating margin.

Mission

TO INSPIRE CREATIVITY, LEARNING, AND SELF-EXPRESSION THROUGH EXPERIENCES WITH THE ART AND ARTISTS OF PHILADELPHIA AND THE REGION.

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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 $3,989,091

Program Service Revenue $281,895

Investment Income $502,776

Other Revenue $39,309

TOTAL REVENUE $4,813,071

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,575,750

Fundraising Expenses $549,033

Program Expenses $2,893,856

Other Expenses $2,193,783

TOTAL EXPENSES $3,769,533

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,813,071	$14,964,357	-0.7%
Expenses	$3,769,533	$3,706,025	+0.0%
Net Income	$1,043,538	$11,258,332	-0.9%

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

114

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

$524,017

Total Directors

$524,017

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM VALERIO PHD	EXECUTIVE DIRECTOR AND CEO	60.00	Officer Director	$238,193	$13,468	$251,661
STEPHANIE CEHELSKY	CFO	50.00	Officer Director	$129,917	$13,767	$143,684
ANN STANDISH	DIRECTOR OF ADVANCEMENT	50.00	Officer Director	$125,272	$3,400	$128,672
JAMES ALEXANDRE	PRESIDENT	5.00	Officer Director	$0	$0	$0
AMY BRANCH	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
MARGARET STEELE	SECRETARY	2.00	Officer Director	$0	$0	$0
JOHN AFFLECK	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
MARGARET SADLER	TREASURER	2.00	Officer Director	$0	$0	$0
SUE ELLEN ALDERMAN	TRUSTEE	2.00	Director	$0	$0	$0
MICK BYERS	TRUSTEE	2.00	Director	$0	$0	$0
ELIE-ANNE CHEVRIER	TRUSTEE	2.00	Director	$0	$0	$0
DAVIRAH DINKINS	TRUSTEE	1.00	Director	$0	$0	$0
LAWRENCE FINKELSTEIN ESQ	TRUSTEE	4.00	Director	$0	$0	$0
IRMA FRALIC	TRUSTEE	2.00	Director	$0	$0	$0
STEPHANIE FLAGG MD	TRUSTEE	1.00	Director	$0	$0	$0
RYAN FARRAGUT	TRUSTEE	3.00	Director	$0	$0	$0
SARAH LODGE	TRUSTEE	3.00	Director	$0	$0	$0
KYLE SALATA	TRUSTEE	3.00	Director	$0	$0	$0
LYNN HITSCHLER	TRUSTEE (ADVISORY)	0.50	Director	$0	$0	$0
ANNA WOODWARD	TRUSTEE (ADVISORY)	0.25	Director	$0	$0	$0
KATIE FRIEDLAND	TRUSTEE	2.00	Director	$0	$0	$0
RUSSELL HARRIS MD	TRUSTEE	2.00	Director	$0	$0	$0
RALPH HIRSHORN	TRUSTEE	1.00	Director	$0	$0	$0
GLENNA STONE	TRUSTEE	2.00	Director	$0	$0	$0
WILLIAM D WOLGIN	TRUSTEE	0.25	Director	$0	$0	$0
SEDRA SCHIFFMAN	EMERITI TRUSTEE	0.25	Director	$0	$0	$0
MARY ANN SALLY WIRTS	EMERITI TRUSTEE	0.50	Director	$0	$0	$0
JOSEPH NICHOLSON	EMERITI TRUSTEE	0.25	Director	$0	$0	$0
LEONARD KLORFINE	EMERITI TRUSTEE	0.25	Director	$0	$0	$0
MARGUERITE LENFEST	EMERITI TRUSTEE	0.50	Director	$0	$0	$0
DIANNE MEYER ESQ	EMERITI TRUSTEE	0.25	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	$4,813,071	$3,769,533	$38,429,133	$1,043,538
2022	$14,964,357	$3,706,025	$37,013,939	$11,258,332
2021	$11,242,422	$3,400,663	$28,719,427	$7,841,759
2020	$3,237,366	$3,026,031	$17,785,548	$211,335
2019	$2,742,588	$3,069,950	$16,353,008	$-327,362
2018	$2,844,266	$2,901,775	$15,558,384	$-57,509

WOODMERE ART MUSEUM