CLEVELAND MUSEUM OF NATURAL HISTORY (EIN 340714338) - 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

1920

Legal Domicile

Principal Officer

SONIA M WINNER

Phone

2162314600

Tax Period

2024-07-01 to 2025-06-30

CLEVELAND MUSEUM OF NATURAL HISTORY, founded in 1920, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $31.6M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.3M, a strong 17% operating margin.

Mission

OUR VISION: TO EXPLORE, ENGAGE, AND EMPOWER FOR A BETTER TOMORROW.

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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 $23,968,275

Program Service Revenue $3,767,624

Investment Income $4,003,552

Other Revenue $-101,585

TOTAL REVENUE $31,637,866

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,601,242

Fundraising Expenses $5,426,643

Program Expenses $16,296,179

Other Expenses $14,726,455

TOTAL EXPENSES $26,327,697

Year-over-Year Comparison

	2024	2023	Change
Revenue	$31,637,866	$23,478,553	+0.3%
Expenses	$26,327,697	$20,323,716	+0.3%
Net Income	$5,310,169	$3,154,837	+0.7%

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

224

Volunteers

218

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

$1,674,549

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD S AMES	STANDING DIRECTOR	1.00	Director	$0	$0	$0
MANIKANTAN ARYAPADI	STANDING DIRECTOR	1.00	Director	$0	$0	$0
JOHN A BACO	STANDING DIRECTOR	1.00	Director	$0	$0	$0
EDWARD BARKSDALE	STANDING DIRECTOR	1.00	Director	$0	$0	$0
JAMES R BRIGHT	STANDING DIRECTOR	1.00	Director	$0	$0	$0
BARBARA BROWN	STANDING DIRECTOR	1.00	Director	$0	$0	$0
FRANCES S BUCHHOLZER	STANDING DIRECTOR	1.00	Director	$0	$0	$0
KARI A CUNNINGHAM	STANDING DIRECTOR	1.00	Director	$0	$0	$0
BYRON A DASILVA	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SUSAN DONLAN	CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL ESPOSITO	STANDING DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL GALLAGHER	STANDING DIRECTOR	1.00	Director	$0	$0	$0
ALBERT M GREEN	STANDING DIRECTOR	1.00	Director	$0	$0	$0
JONATHON L GRIMM	STANDING DIRECTOR	1.00	Director	$0	$0	$0
JAMES L HAMBRICK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
THOMAS A HAMILTON	STANDING DIRECTOR	1.00	Director	$0	$0	$0
PETER HELLMAN	STANDING DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM HLAVIN	STANDING DIRECTOR	1.00	Director	$0	$0	$0
DONALD INSUL	STANDING DIRECTOR	1.00	Director	$0	$0	$0
WOODS KING IV	STANDING DIRECTOR	1.00	Director	$0	$0	$0
KRISTIE T KOHL	STANDING DIRECTOR	1.00	Director	$0	$0	$0
JAMES LAMBO	STANDING DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS MCCREERY	SECRETARY	1.00	Officer Director	$0	$0	$0
STEPHEN J MCHALE	STANDING DIRECTOR	1.00	Director	$0	$0	$0
JUDITH K MCMILLAN	STANDING DIRECTOR	1.00	Director	$0	$0	$0
MARJORIE L MOORE	STANDING DIRECTOR	1.00	Director	$0	$0	$0
THOMAS M MORLEY	STANDING DIRECTOR	1.00	Director	$0	$0	$0
MAYNARD H MURCH V	STANDING DIRECTOR	1.00	Director	$0	$0	$0
KENNETH OUTCALT	TREASURER	1.00	Officer Director	$0	$0	$0
ALAYNE L REITMAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SALLY Z SEARS	CHAIR EMERITUS	1.00	Officer Director	$0	$0	$0
JOSEPH M SHAFRAN	STANDING DIRECTOR	1.00	Director	$0	$0	$0
REGINALD C SHIVERICK	STANDING DIRECTOR	1.00	Director	$0	$0	$0
FREDERICK G STUEBER	STANDING DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH VOUDOURIS	STANDING DIRECTOR	1.00	Director	$0	$0	$0
RONALD M VRANICH	STANDING DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL A WEISS	STANDING DIRECTOR	1.00	Director	$0	$0	$0
SONIA WINNER	CEO	60.00	Officer	$703,292	$20,700	$723,992
MELISSA SANTEE	CHIEF ADVANCEMENT OFFICER	60.00	Officer	$215,609	$82,366	$297,975
MEENAKSHI SHARMA	SENIOR VP & CHIEF STRATEGY OFFICER	60.00	Officer	$199,213	$31,278	$230,491
PATRICIA LOHISER	SENIOR DIRECTOR OF FINANCE	60.00	Officer	$192,606	$30,847	$223,453
GAVIN SVENSON	CHIEF SCIENCE OFFICER	60.00	Officer	$153,262	$45,376	$198,638
TOM CONNORS	SPECIAL ADVISOR TO THE CEO	60.00	Highest	$160,968	$28,706	$189,674
JULIA ROSS	CAMPAIGN DIRECTOR	60.00	Highest	$163,958	$9,520	$173,478
DIANE STRACHAN	INDIV.PHILAN.&PLANNED GIVING	60.00	Highest	$135,436	$25,856	$161,292
CHRISTOPHER GELLES	DIRECTOR OF DIGITAL MEDIA	60.00	Highest	$129,782	$54,136	$183,918
KATHLEEN DEROSE	FINANCE MANAGER	60.00	Highest	$116,742	$26,263	$143,005

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	$31,637,866	$26,327,697	$437,275,018	$5,310,169
2024	No data	No data	No data	No data
2023	$21,365,554	$19,685,025	$384,455,071	$1,680,529
2022	$27,614,727	$17,521,581	$366,705,589	$10,093,146
2021	$26,629,789	$16,506,215	$388,681,781	$10,123,574
2020	$17,996,353	$18,700,024	$257,415,180	$-703,671
2019	$17,871,954	$18,786,976	$261,632,750	$-915,022
2018	$28,843,189	$25,447,382	$263,169,234	$3,395,807

CLEVELAND MUSEUM OF NATURAL HISTORY