HARRY AND DELLA BURPEE MUSEUM ASSOCIATION (EIN 362045414) - 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

1945

Legal Domicile

Principal Officer

ANNE WEERDA

Phone

8159653433

Tax Period

2024-01-01 to 2024-12-31

HARRY AND DELLA BURPEE MUSEUM ASSOCIATION, founded in 1945, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 75% from the prior year, signaling strong growth momentum. Expenses of $1.1M left a modest 13% surplus.

Mission

THE ORGANIZATION'S MISSION IS TO INSPIRE ALL PEOPLE TO ENGAGE IN A LIFETIME OF DISCOVERY AND LEARNING ABOUT THE NATURAL WORLD THROUGH PRESERVATION AND INTERPRETATION.

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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 $870,545

Program Service Revenue $375,111

Investment Income $309

Other Revenue $13,945

TOTAL REVENUE $1,259,910

Expense Breakdown

Grants Paid $0

Salaries & Benefits $533,483

Fundraising Expenses $32,426

Program Expenses $819,378

Other Expenses $567,109

TOTAL EXPENSES $1,100,592

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,259,910	$719,106	+0.8%
Expenses	$1,100,592	$1,102,785	0.0%
Net Income	$159,318	$-383,679	-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

150

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

$79,043

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWN MONGE	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARIFRAN GEORGIS	FIRST VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ADAM JENNISON	SECOND VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
STEPHEN LORENCE	TREASURER	2.00	Officer Director	$0	$0	$0
JON REIDY	SECRETARY	2.00	Officer Director	$0	$0	$0
CAROL FRANCIS	TRUSTEE	1.00	Director	$0	$0	$0
ROSS GRIMES	TRUSTEE	1.00	Director	$0	$0	$0
DR JAMES MARSHALL	TRUSTEE	1.00	Director	$0	$0	$0
DR RICHARD MILLER	TRUSTEE	1.00	Director	$0	$0	$0
DR CHRIS VITTORE	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS WOJEWODZKI	TRUSTEE	1.00	Director	$0	$0	$0
ANNE WEERDA	EXECUTIVE DIRECTOR	40.00	Officer	$79,000	$43	$79,043

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	$1,259,910	$1,100,592	$10,088,875	$159,318
2023	$719,106	$1,102,785	$9,856,275	$-383,679
2022	$827,904	$1,194,275	$10,679,999	$-366,371
2021	$1,453,136	$968,437	$4,635,957	$484,699
2020	$930,903	$635,183	$2,621,810	$295,720
2019	$1,012,708	$765,443	$2,847,082	$247,265
2018	$840,131	$760,500	$2,549,198	$79,631

HARRY AND DELLA BURPEE MUSEUM ASSOCIATION