OVERFIELD TAVERN MUSEUM (EIN 311337433) - 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

1995

Legal Domicile

Principal Officer

BEN SUTHERLY

Tax Period

2024-01-01 to 2024-12-31

OVERFIELD TAVERN MUSEUM, founded in 1995, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $85K in total revenue in fiscal year 2024. Revenue fell 56% from the prior year — a significant decline worth monitoring. Expenses of $129K exceeded revenue, resulting in a 51% operating deficit.

Mission

TO PRESERVE THE OVERFIELD TAVERN MUSEUM AND ITS HISTORY, AND TO PROVIDE THE COMMUNITY A WINDOW INTO THE EARLY LIFE OF TROY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $66,029

Program Service Revenue $4,200

Investment Income $0

Other Revenue $15,165

TOTAL REVENUE $85,394

Expense Breakdown

Grants Paid $0

Salaries & Benefits $56,953

Fundraising Expenses $1,249

Program Expenses $127,511

Other Expenses $71,807

TOTAL EXPENSES $128,760

Year-over-Year Comparison

	2024	2023	Change
Revenue	$85,394	$192,029	-0.6%
Expenses	$128,760	$84,992	+0.5%
Net Income	$-43,366	$107,037	-1.4%

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

N/A

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

$44,082

Total Directors

$44,082

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS MANNING	DIRECTOR	40.00	Officer Director	$44,082	$0	$44,082
ALEXANDRE BRAVO	MEMBER	1.00	Director	$0	$0	$0
MARTHA BRAVO	MEMBER	1.00	Director	$0	$0	$0
JOHN FULKER	MEMBER	1.00	Director	$0	$0	$0
SANDY GURKLIES	MEMBER	1.00	Director	$0	$0	$0
ANDREW LURING	MEMBER	1.00	Director	$0	$0	$0
JOHN O'BRIEN	TREASURER	1.00	Officer Director	$0	$0	$0
CHRIS REED	MEMBER	1.00	Director	$0	$0	$0
SHARON SEVERT	MEMBER	1.00	Director	$0	$0	$0
KENZIE SPICER	MEMBER	1.00	Director	$0	$0	$0
ALYSSA STARK	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
BEN SUTHERLY	PRESIDENT	1.00	Officer Director	$0	$0	$0
JONATHAN WESTFALL	SECRETARY	1.00	Officer Director	$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	$85,394	$128,760	$289,090	$-43,366
2023	$192,029	$84,992	$345,709	$107,037
2022	$164,147	$220,597	$163,672	$-56,450
2021	$126,957	$67,289	$220,122	$59,668

OVERFIELD TAVERN MUSEUM