ROSENBACH MUSEUM AND LIBRARY D/B/A THE ROSENBACH OF THE FREE LIBRARY (EIN 231425055) - 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

KELSEY BATES

Phone

2157321600

Tax Period

2022-07-01 to 2023-06-30

ROSENBACH MUSEUM AND LIBRARY D/B/A THE ROSENBACH OF THE FREE LIBRARY, founded in 1953, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.9M in total revenue in fiscal year 2022. Revenue surged 55% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 34% operating margin.

Mission

OPERATION OF MUSEUM AND LIBRARY IN ACCORDANCE WITH THE MISSION STATEMENT: "WE FOSTER INQUIRY, LEARNING AND CREATIVE THOUGHT BY ENGAGING AUDIENCES IN PROGRAMS, EXHIBITIONS, PROGRAMS AND RESEARCH INSPIRED BY OUR COLLECTIONS."

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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 $3,213,312

Program Service Revenue $134,347

Investment Income $483,911

Other Revenue $63,421

TOTAL REVENUE $3,894,991

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,550,926

Fundraising Expenses $486,408

Program Expenses $1,383,200

Other Expenses $1,024,115

TOTAL EXPENSES $2,575,041

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,894,991	$2,509,603	+0.6%
Expenses	$2,575,041	$1,993,287	+0.3%
Net Income	$1,319,950	$516,316	+1.6%

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

$163,499

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY COES	CO-VICE CHAIR (BEGAN SEPT 2022)	3.00	Officer Director	$0	$0	$0
BENITO CACHINERO - SANCHEZ	CHAIR	3.00	Officer Director	$0	$0	$0
LENORE STEINER	CO-VICE CHAIR	3.00	Officer Director	$0	$0	$0
LISA WASHINGTON	SECRETARY	3.00	Officer Director	$0	$0	$0
PETER D NALLE	TREASURER	3.00	Officer Director	$0	$0	$0
AMY L FINKEL	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES KEATES	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA H AFFLECK	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL LEVINE	DIRECTOR (BEGAN DEC 2022)	1.00	Director	$0	$0	$0
DANTHU THI PHAN	DIRECTOR	1.00	Director	$0	$0	$0
DARREN WINSTON	DIRECTOR	1.00	Director	$0	$0	$0
EMILY CAVANAGH	DIRECTOR	1.00	Director	$0	$0	$0
GENE LEFEVRE	DIRECTOR	1.00	Director	$0	$0	$0
GENIE MURPHY	DIRECTOR	1.00	Director	$0	$0	$0
JACQUELINE M KRAEUTLER ESQ	DIRECTOR	1.00	Director	$0	$0	$0
JAMES H AVERILL	DIRECTOR	1.00	Director	$0	$0	$0
JUDE TUMA	DIRECTOR (BEGAN OCT 2022)	1.00	Director	$0	$0	$0
KAREN JAMES	DIRECTOR	1.00	Director	$0	$0	$0
LILY FERRY	DIRECTOR	1.00	Director	$0	$0	$0
LIZA SELTZER	DIRECTOR	1.00	Director	$0	$0	$0
M GAGE JOHNSTON	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA GREENBERG	DIRECTOR (BEGAN DEC 2022)	1.00	Director	$0	$0	$0
PAMELA SCHREIBER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT DEMENTO	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT K URQUHART	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN PINDER-HERNDON	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN B MULLER	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM PETERSEN	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA DICHELLO	DIRECTOR (THRU OCT 2022)	1.00	Director	$0	$0	$0
KELSEY BATES	EXECUTIVE DIRECTOR	37.50	Officer	$143,799	$19,700	$163,499

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	$3,894,991	$2,575,041	$20,355,660	$1,319,950
2022	$2,509,603	$1,993,287	$16,391,741	$516,316
2021	$1,543,993	$1,804,657	$17,031,009	$-260,664
2020	$4,991,400	$1,843,955	$15,537,649	$3,147,445
2019	$2,041,919	$1,896,287	$14,124,267	$145,632
2018	$1,620,206	$2,020,400	$13,837,356	$-400,194

ROSENBACH MUSEUM AND LIBRARY D/B/A THE ROSENBACH OF THE FREE LIBRARY