THE CHARNLEY-PERSKY HOUSE MUSEUM FOUNDATION (EIN 364181603) - 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

1997

Legal Domicile

Principal Officer

BEN THOMAS

Phone

3125731365

Tax Period

2022-10-01 to 2023-09-30

THE CHARNLEY-PERSKY HOUSE MUSEUM FOUNDATION, founded in 1997, is a small nonprofit in the Arts, Culture & Humanities sector that reported $149K in total revenue in fiscal year 2022. Revenue decreased 19% compared to the prior year. Expenses of $134K left a modest 10% surplus.

Mission

TO PRESERVE, RESTORE, AND OPERATE THE HOUSE AS A MUSEUM

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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 $66,123

Program Service Revenue $33,953

Investment Income $44,065

Other Revenue $5,171

TOTAL REVENUE $149,312

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,213

Fundraising Expenses $18

Program Expenses $115,457

Other Expenses $115,537

TOTAL EXPENSES $133,750

Year-over-Year Comparison

	2022	2021	Change
Revenue	$149,312	$183,430	-0.2%
Expenses	$133,750	$129,958	+0.0%
Net Income	$15,562	$53,472	-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

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

$114,228

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA MORTON	PRESIDENT	2.00	Officer Director	$0	$0	$0
CARLA YANNI	FIRST VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MOHAMMAD GHARIPOUR	SECOND VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LYNNE HORIUCHI	SECRETARY	2.00	Officer Director	$0	$0	$0
GAIL DUBROW	TREASURER	2.00	Officer Director	$0	$0	$0
TIARA HUGHES	DIRECTOR	2.00	Director	$0	$0	$0
LAURIE PETERSON	DIRECTOR	2.00	Director	$0	$0	$0
CYNTHIA WEESE	DIRECTOR	2.00	Director	$0	$0	$0
PAULINE SALIGA	EXECUTIVE DIRECTOR - TERM	2.00	Officer	$0	$6,193	$114,228
BEN THOMAS	EXECUTIVE DIRECTOR	2.00	Officer	$0	$0	$0
JAMES BUCKLEY	INTERIM EXECUTIVE DIRECTOR - TERM	2.00	Officer	$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	No data	No data	No data	No data
2023	$149,312	$133,750	$2,138,864	$15,562
2022	$183,430	$129,958	$2,146,328	$53,472
2021	$140,624	$135,727	$2,162,544	$4,897
2020	$132,396	$96,170	$2,140,569	$36,226
2019	$95,004	$122,928	$2,086,194	$-27,924
2018	$98,071	$77,692	$2,092,535	$20,379

THE CHARNLEY-PERSKY HOUSE MUSEUM FOUNDATION