MUSEUM OF THE AMERICAN REVOLUTION (EIN 232773714) - 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

2000

Legal Domicile

Principal Officer

R SCOTT STEPHENSON

Phone

8777401776

Tax Period

2023-10-01 to 2024-09-30

MUSEUM OF THE AMERICAN REVOLUTION, founded in 2000, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $33.1M in total revenue in fiscal year 2023. Revenue surged 248% from the prior year, signaling strong growth momentum. The organization ran a surplus of $16.9M, a strong 51% operating margin.

Mission

THE MUSEUM OF THE AMERICAN REVOLUTION UNCOVERS AND SHARES COMPELLING STORIES ABOUT THE DIVERSE PEOPLE AND COMPLEX EVENTS THAT SPARKED AMERICA'S ONGOING EXPERIMENT IN LIBERTY, EQUALITY AND SELF-GOVERNMENT.

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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 $26,297,686

Program Service Revenue $3,075,404

Investment Income $3,718,790

Other Revenue $0

TOTAL REVENUE $33,091,880

Expense Breakdown

Grants Paid $300,000

Salaries & Benefits $7,848,401

Fundraising Expenses $2,450,299

Program Expenses $12,457,784

Other Expenses $8,054,191

TOTAL EXPENSES $16,202,592

Year-over-Year Comparison

	2023	2022	Change
Revenue	$33,091,880	$9,497,597	+2.5%
Expenses	$16,202,592	$15,834,319	+0.0%
Net Income	$16,889,288	$-6,336,722	-3.7%

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

135

Volunteers

100

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

$871,322

Total Directors

$510,878

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT SCOTT STEPHENSON	PRESIDENT AND CEO	40.00	Officer Director	$475,000	$35,878	$510,878
MORRIS W OFFIT	CHAIR	8.00	Officer Director	$0	$0	$0
MARTHA MCGEARY SNIDER	VICE CHAIR	0.20	Officer Director	$0	$0	$0
ADRIAN R KING JR	SECRETARY	0.50	Officer Director	$0	$0	$0
BENNETT LOMAX	TREASURER	4.00	Officer Director	$0	$0	$0
JOHN AGLIALORO	DIRECTOR	0.20	Director	$0	$0	$0
JOHN CATSIMATIDIS	DIRECTOR	0.20	Director	$0	$0	$0
JAMES W CRYSTAL	DIRECTOR	0.20	Director	$0	$0	$0
DANIEL DILELLA	DIRECTOR	0.20	Director	$0	$0	$0
MARGARET PACE DUCKETT	DIRECTOR	0.20	Director	$0	$0	$0
ALAN FLEISCHMANN	DIRECTOR	0.20	Director	$0	$0	$0
RAY HALBRITTER	DIRECTOR	0.20	Director	$0	$0	$0
JANE KAMENSKY	DIRECTOR	0.20	Director	$0	$0	$0
MARION LANE	DIRECTOR	0.20	Director	$0	$0	$0
PAUL LOCKHART	DIRECTOR	0.20	Director	$0	$0	$0
ALAN MILLER	DIRECTOR	0.20	Director	$0	$0	$0
ASHTON NEWHALL	DIRECTOR	0.20	Director	$0	$0	$0
CHARLES F PREUSSE	DIRECTOR	0.20	Director	$0	$0	$0
ZACHARY J PACK	DIRECTOR	0.20	Director	$0	$0	$0
PHILLIP REESE	DIRECTOR	8.00	Director	$0	$0	$0
EDWARD RENDELL	DIRECTOR	0.20	Director	$0	$0	$0
STEPHEN W SCHWAB	DIRECTOR	0.20	Director	$0	$0	$0
MARK SHENKMAN	DIRECTOR	0.20	Director	$0	$0	$0
KARLA TROTMAN	DIRECTOR	0.20	Director	$0	$0	$0
DANIEL WHEELER	DIRECTOR	0.20	Director	$0	$0	$0
ZEEANN MASON	COO (THRU MAY 2024)	40.00	Officer	$252,160	$43,838	$295,998
DAVID REINHARDT	CHIEF FINANCIAL OFFICER	40.00	Officer	$61,539	$2,907	$64,446
DANIELLE SMERECZYNSKI	CHIEF PHILANTHROPY OFFICER	40.00	Highest	$252,839	$48,603	$301,442
SUE NICOL	CHIEF HUMAN RESOURCE OFFICER	40.00	Highest	$164,149	$29,145	$193,294
PHILIP MEAD	CHIEF HISTORIAN (THRU DECEMBER 2023)	40.00	Highest	$143,514	$23,970	$167,484
KRISTIAN SMITH	DIRECTOR OF DEVELOPMENT	40.00	Highest	$133,710	$35,115	$168,825
ALEXANDRA MCKECHNIE	DIRECTOR OF COMMUNICATIONS	40.00	Highest	$128,477	$12,280	$140,757
MAUREEN O'RYAN	FORMER CFO (THRU JULY 2023)	40.00		$137,632	$21,650	$159,282

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	$33,091,880	$16,202,592	$171,932,263	$16,889,288
2023	$9,497,597	$15,834,319	$142,173,055	$-6,336,722
2022	$38,576,653	$16,783,108	$142,580,288	$21,793,545
2021	$14,346,373	$14,543,307	$136,106,228	$-196,934
2020	$6,292,976	$15,143,660	$135,053,426	$-8,850,684
2019	$10,424,059	$17,719,915	$141,045,479	$-7,295,856

MUSEUM OF THE AMERICAN REVOLUTION