MCRD MUSEUM HISTORICAL SOCIETY (EIN 330290006) - 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

1988

Legal Domicile

Principal Officer

DAREN ERICKSON

Phone

6195244426

Tax Period

2024-10-01 to 2025-09-30

MCRD MUSEUM HISTORICAL SOCIETY, founded in 1988, is a small nonprofit in the Arts, Culture & Humanities sector that reported $694K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $805K exceeded revenue, resulting in a 16% operating deficit.

Mission

THE ORGANIZATION IS A NONPROFIT PUBLIC BENEFIT CORP. CHARTERED TO PROMOTE A DEEPER UNDERSTANDING OF THE HISTORICAL ROLE IN THE U.S. MARINE CORPS.

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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 $273,418

Program Service Revenue $13,980

Investment Income $81,055

Other Revenue $325,133

TOTAL REVENUE $693,586

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $579,905

Fundraising Expenses $72,259

Program Expenses $675,196

Other Expenses $222,360

TOTAL EXPENSES $805,265

Year-over-Year Comparison

	2024	2023	Change
Revenue	$693,586	$558,565	+0.2%
Expenses	$805,265	$698,586	+0.2%
Net Income	$-111,679	$-140,021	-0.2%

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

Total Directors

$110,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAREN ERICKSON	Executive Dir.	40.00	Director	$110,000	$0	$110,000
ROBERT ROSS	Vice President	2.00	Officer Director	$0	$0	$0
STEPHEN TOTH	CFO	2.00	Officer Director	$0	$0	$0
DAVID INMON	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL ATTERBURY	Past President	4.00	Director	$0	$0	$0
BARBARA MCCURTIS	Secretary	4.00	Officer Director	$0	$0	$0
MARK O'LOUGHLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
ALLAN RAPPOPORT	BOARD MEMBER	2.00	Director	$0	$0	$0
CORY M CUNNINGHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER SHAAR	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM CAUGHLAN	BOARD MEMBER	1.00	Director	$0	$0	$0
BOB NEAL	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBERT EVASICK	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT LEWIS	BOARD MEMBER	1.00	Director	$0	$0	$0
RICK HUENEFELD	President	4.00	Officer Director	$0	$0	$0
JIM GRUNY	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL K LEBIDINE	BOARD MEMBER	1.00	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
2025	$693,586	$805,265	$2,823,689	$-111,679
2024	$558,565	$698,586	$2,824,331	$-140,021
2023	$458,896	$552,569	$2,617,894	$-93,673
2022	$442,233	$519,808	$2,590,014	$-77,575
2021	$488,466	$469,109	$2,988,063	$19,357

MCRD MUSEUM HISTORICAL SOCIETY