ETHNIC HERITAGE MUSEUM (EIN 363651979) - 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

1989

Legal Domicile

Principal Officer

JOCELYN MCLAUGHLIN

Phone

8159627402

Tax Period

2022-01-01 to 2022-12-31

ETHNIC HERITAGE MUSEUM, founded in 1989, is a micro nonprofit that reported $17K in total revenue in fiscal year 2022. Revenue fell 67% from the prior year — a significant decline worth monitoring. Expenses of $59K exceeded revenue, resulting in a 252% operating deficit.

Mission

TO PROTECT AND PRESERVE ETHNIC ARTIFACTS AND TRADITIONS THROUGH THE MUSEUM FESTIVALS AND WORKSHOPS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $15,979

Program Service Revenue $688

Investment Income $-4,168

Other Revenue $4,251

TOTAL REVENUE $16,750

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $58,950

Other Expenses $58,950

TOTAL EXPENSES $58,950

Year-over-Year Comparison

	2022	2021	Change
Revenue	$16,750	$50,453	-0.7%
Expenses	$58,950	$36,016	+0.6%
Net Income	$-42,200	$14,437	-3.9%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOCELYN MCLAUGHLIN	PRESIDENT	N/A	Officer	$0	$0	$0
LYNELL CANNELL	VICE PRESIDE	N/A	Officer	$0	$0	$0
ANGIE KING	SECRETARY	N/A	Officer	$0	$0	$0
MONICA TERRONEZ	HISPANIC GAL	N/A	Director	$0	$0	$0
JOANNE BAYLIS	TREASURER	N/A	Officer	$0	$0	$0
DAVID RUFFIN	AFRICAN AMER	N/A	Director	$0	$0	$0
VIC RIVERA	DIRECTOR	N/A		$0	$0	$0
PAT CASAZZA	DIRECTOR	N/A		$0	$0	$0
CAROL FOLKERTS	ITALIAN GALL	N/A	Director	$0	$0	$0
SANDRA COLBERT	LITHUANIAN D	N/A	Director	$0	$0	$0
MARGARET BOROWSKI	POLISH GALLE	N/A	Director	$0	$0	$0
PAT JEPSEN	GRAHAM DIR	N/A	Director	$0	$0	$0
DENI UPSHAW	DIRECTOR AT	N/A	Director	$0	$0	$0
PAULETTE GILBERT	DIRECTOR AT	N/A	Director	$0	$0	$0
JOHN JEPSEN	BUILDING & G	N/A	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
2022	$16,750	$58,950	$482,510	$-42,200
2021	$50,453	$36,016	$529,710	$14,437
2020	$12,945	$48,426	$515,273	$-35,481

ETHNIC HERITAGE MUSEUM