MONTSHIRE MUSEUM OF SCIENCE INC (EIN 237376772) - 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

1974

Legal Domicile

Principal Officer

LARA LITCHFIELD-KIMBER

Phone

8026492200

Tax Period

2023-10-01 to 2024-09-30

MONTSHIRE MUSEUM OF SCIENCE INC, founded in 1974, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.6M in total revenue in fiscal year 2023. Expenses of $3.5M left a modest 4% surplus.

Mission

MONTSHIRE MUSEUM'S MISSION IS TO FORGE AND EMPOWER A COMMUNITY OF LIFELONG LEARNERS THROUGH ENGAGEMENT WITH SCIENCE.

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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 $1,152,607

Program Service Revenue $1,558,085

Investment Income $418,365

Other Revenue $476,964

TOTAL REVENUE $3,606,021

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,993,185

Fundraising Expenses $190,877

Program Expenses $2,861,911

Other Expenses $1,470,778

TOTAL EXPENSES $3,463,963

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,606,021	$3,462,728	+0.0%
Expenses	$3,463,963	$3,224,361	+0.1%
Net Income	$142,058	$238,367	-0.4%

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

$199,774

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL BETTMANN	CHAIR THROUGH SEPT 2023	1.00	Officer Director	$0	$0	$0
KATE NAUTIYAL BULTHUIS	TRUSTEE	1.00	Director	$0	$0	$0
MARK CREAGER	TRUSTEE	1.00	Director	$0	$0	$0
MATTHEW DELMONT	TRUSTEE	1.00	Director	$0	$0	$0
JERRY DESILVA	SECRETARY	1.00	Officer Director	$0	$0	$0
TRACEY EVANS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JENNIFER HUTCHINS	TRUSTEE	1.00	Director	$0	$0	$0
NIRAV KAPADIA	TRUSTEE	1.00	Director	$0	$0	$0
ALAN KEILLER	TREASURER	1.00	Officer Director	$0	$0	$0
FRANK LEIBLY	TRUSTEE	1.00	Director	$0	$0	$0
PEI PEI MA	TRUSTEE	1.00	Director	$0	$0	$0
VICKI MAY	TRUSTEE	1.00	Director	$0	$0	$0
ANN MALENKA	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK MCDEVITT	CHAIR AS OF SEPT 2023	1.00	Officer Director	$0	$0	$0
MUNDY WILSON PIPER	TRUSTEE	1.00	Director	$0	$0	$0
RAPHAEL REZNEK	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER STABLEFORD	TRUSTEE	1.00	Director	$0	$0	$0
PETER STEIN	TRUSTEE	1.00	Director	$0	$0	$0
JED STURMAN	TRUSTEE	1.00	Director	$0	$0	$0
JULIE THOM	CORP PRES	1.00	Director	$0	$0	$0
ROBIN TINDALL	TRUSTEE	1.00	Director	$0	$0	$0
DOUG VAN CRITTERS	TRUSTEE	1.00	Director	$0	$0	$0
KATHY WELLING	TRUSTEE	1.00	Director	$0	$0	$0
ANDREA WOLFFING	TRUSTEE	1.00	Director	$0	$0	$0
LARA LITCHFIELD-KIMBER	EXEC DIRECTOR	40.00	Officer	$165,847	$33,927	$199,774

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	$3,606,021	$3,463,963	$20,606,674	$142,058
2023	$3,462,728	$3,224,361	$18,824,816	$238,367
2022	$4,178,719	$3,258,939	$18,203,770	$919,780
2021	$3,659,925	$3,059,195	$20,826,737	$600,730
2020	$2,115,216	$2,914,811	$18,526,472	$-799,595
2019	$3,063,197	$3,257,672	$17,997,859	$-194,475
2018	$3,700,689	$3,145,041	$18,765,904	$555,648

MONTSHIRE MUSEUM OF SCIENCE INC