DR SAMUEL A MUDD SOCIETY INC C/O MARILYN JUMALON (EIN 260039316) - 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

1983

Legal Domicile

Principal Officer

SUSAN GARDINER

Phone

3018437937

Tax Period

2023-01-01 to 2023-12-31

DR SAMUEL A MUDD SOCIETY INC C/O MARILYN JUMALON, founded in 1983, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $49K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Net assets of $1.9M represent 474 months of operating reserves.

Mission

PRESERVATION OF AMERICAN 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 (2023)

Revenue Breakdown

Contributions & Grants $5,913

Program Service Revenue $18,994

Investment Income $18,337

Other Revenue $5,534

TOTAL REVENUE $48,778

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,727

Other Expenses $48,233

TOTAL EXPENSES $48,233

Year-over-Year Comparison

	2023	2022	Change
Revenue	$48,778	$62,429	-0.2%
Expenses	$48,233	$43,877	+0.1%
Net Income	$545	$18,552	-1.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DORTHEA BARSTOW	DIRECTOR	10.00	Director	$0	$0	$0
BOB BOWSER	DIRECTOR	5.00	Director	$0	$0	$0
HENRY MUDD	DIRECTOR	10.00	Director	$0	$0	$0
ESTHER SHERWELL	DIRECTOR	10.00	Director	$0	$0	$0
JIM RATHER	DIRECTOR	5.00	Director	$0	$0	$0
SUSAN GARDINER	PRESIDENT	10.00	Officer Director	$0	$0	$0
JODY WATHEN	SECRETARY	10.00	Officer Director	$0	$0	$0
MARILYN JUMALON	TREASURER	25.00	Officer	$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	$48,778	$48,233	$1,927,008	$545
2022	$62,429	$43,877	$1,915,471	$18,552
2021	$34,563	$46,468	$1,888,604	$-11,905
2020	$-38,979	$51,047	$1,900,632	$-90,026
2019	$79,251	$59,731	$1,988,366	$19,520
2018	$60,187	$62,904	$1,975,314	$-2,717

DR SAMUEL A MUDD SOCIETY INC C/O MARILYN JUMALON