NATIONAL COWBOY AND WESTERN HERITAGE MUSEUM (EIN 300341029) - 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

1955

Legal Domicile

Principal Officer

JJ TREADWELL

Phone

4054782250

Tax Period

2023-01-01 to 2023-12-31

NATIONAL COWBOY AND WESTERN HERITAGE MUSEUM, founded in 1955, is a mid-sized nonprofit that reported $23.7M in total revenue in fiscal year 2023. Revenue surged 103% from the prior year, signaling strong growth momentum. The organization ran a surplus of $11.3M, a strong 47% operating margin.

Mission

TO PRESERVE AND INTERPRET THE EVOLVING HISTORY AND CULTURES OF THE AMERICAN WEST FOR THE EDUCATION AND ENRICHMENT OF ITS DIVERSE AUDIENCES OF ADULTS AND CHILDREN.

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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 $18,792,874

Program Service Revenue $2,698,254

Investment Income $460,720

Other Revenue $1,794,718

TOTAL REVENUE $23,746,566

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,459,203

Fundraising Expenses $1,883,993

Program Expenses $6,550,583

Other Expenses $5,930,834

TOTAL EXPENSES $12,482,155

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,746,566	$11,673,346	+1.0%
Expenses	$12,482,155	$12,394,616	+0.0%
Net Income	$11,264,411	$-721,270	-16.6%

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

153

Volunteers

180

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

$474,825

Total Directors

Key Employees

$248,430

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERRY WINCHESTER	CHAIRMAN	1.00	Director	$0	$0	$0
HENRY A TRUE III	IMMEDIATE PAST CHAIR	1.00	Director	$0	$0	$0
WYATT MCCREA	VICE CHAIRMAN	1.00	Director	$0	$0	$0
EVERETT DOBSON	SECRETARY	1.00	Director	$0	$0	$0
LYNNETTE FRIESS	TREASURER	1.00	Director	$0	$0	$0
GILBERT G AGUIRRE	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT L ALLEE	DIRECTOR	1.00	Director	$0	$0	$0
JT ATHERTON	DIRECTOR	1.00	Director	$0	$0	$0
LANCE BENHAM	DIRECTOR	1.00	Director	$0	$0	$0
BILLY BERGIN	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY J BRADDOCK	DIRECTOR	1.00	Director	$0	$0	$0
DON BRINKMAN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN BROPHY	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT CALHOON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN D CRESAP	DIRECTOR	1.00	Director	$0	$0	$0
BRENT CUMMINGS	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN ELLIOTT	DIRECTOR	1.00	Director	$0	$0	$0
KEN FERGESON	DIRECTOR	1.00	Director	$0	$0	$0
ORRIN L GABSCH	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL GAUGHAN	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK GRANT	DIRECTOR	1.00	Director	$0	$0	$0
E PETER HOFFMAN JR	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT S HUGHES II	DIRECTOR	1.00	Director	$0	$0	$0
MIKE INGRAM	DIRECTOR	1.00	Director	$0	$0	$0
CATHY KEATING	DIRECTOR	1.00	Director	$0	$0	$0
GARY W KINSLOW	DIRECTOR	1.00	Director	$0	$0	$0
S WHITFIELD LEE	DIRECTOR	1.00	Director	$0	$0	$0
LIZ M LOKEY	DIRECTOR	1.00	Director	$0	$0	$0
FRANK LOVE	DIRECTOR	1.00	Director	$0	$0	$0
FRANK G MERRILL	DIRECTOR	1.00	Director	$0	$0	$0
RICK MUNCRIEF	DIRECTOR	1.00	Director	$0	$0	$0
LARRY NICHOLS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL J NICOLA	DIRECTOR	1.00	Director	$0	$0	$0
BOBBY NORRIS	DIRECTOR	1.00	Director	$0	$0	$0
TED PAUP	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA PERDUE	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE J RAINBOLT	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN ROEDER	DIRECTOR	1.00	Director	$0	$0	$0
LEONARD J SADLER	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY M SIMON	DIRECTOR	1.00	Director	$0	$0	$0
ROGER N SIMONS	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT SLATER	DIRECTOR	1.00	Director	$0	$0	$0
SARAH STAFFORD	DIRECTOR	1.00	Director	$0	$0	$0
ANITA LA CAVA SWIFT	DIRECTOR	1.00	Director	$0	$0	$0
CLAYTON TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL G THORNE	DIRECTOR	1.00	Director	$0	$0	$0
REX W TILLERSON	DIRECTOR	1.00	Director	$0	$0	$0
NITA VAIL	DIRECTOR	1.00	Director	$0	$0	$0
GORDON WHITENER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN W WROTEN JR	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK FITZGERALD	PRESIDENT	40.00	Officer	$295,573	$18,580	$314,153
JJ TREADWELL	CHIEF FINANCIAL OFFICER	40.00	Officer	$146,845	$13,827	$160,672
JEFF EWING	CHIEF DEVELOPMENT OFFICER	40.00	Key Emp	$238,930	$9,500	$248,430
BOB MILLER	IMAGINEER	40.00	Highest	$176,935	$17,458	$194,393
JAKE YUNKER	MAJOR GIFTS OFFICER	40.00	Highest	$189,858	$15,629	$205,487
DIANA FIELDS	VP OF GRANT AND EDUCATION ADVANCEMENT	40.00	Highest	$161,656	$14,379	$176,035

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	$23,746,566	$12,482,155	$121,562,514	$11,264,411
2022	$11,673,346	$12,394,616	$106,601,278	$-721,270
2021	$15,269,819	$10,209,299	$111,505,092	$5,060,520
2020	$10,223,950	$9,194,643	$105,063,647	$1,029,307
2019	$13,722,105	$10,328,383	$102,005,384	$3,393,722
2018	$14,199,626	$10,394,371	$96,428,447	$3,805,255

NATIONAL COWBOY AND WESTERN HERITAGE MUSEUM