FRIENDS OF COL BEN STEPHENSON HOUSE (EIN 371395804) - 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

2000

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

FRIENDS OF COL BEN STEPHENSON HOUSE, founded in 2000, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $68K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. Net assets of $340K represent 60 months of operating reserves.

Mission

THE ORGANIZATIONS MISSION IS TO RESTORE THE COLONEL BENJAMIN STEPHENSON HOUSE, TO CONDUCT EDUCATIONAL TOURS AND PROGRAMS AT THE HOUSE, MAKE PRESENTATIONS TO THE COMMUNITY AND SCHOOL GROUPS, AND PUBLISH A NEWSLETTER REGARDING THE ABOVE ACTIVITIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $62,684

Program Service Revenue $4,884

Investment Income $17

Other Revenue $813

TOTAL REVENUE $68,398

Expense Breakdown

Grants Paid $2,011

Salaries & Benefits $44,318

Fundraising Expenses $7,838

Program Expenses $60,885

Other Expenses $22,394

TOTAL EXPENSES $68,723

Year-over-Year Comparison

	2023	2022	Change
Revenue	$68,398	$55,020	+0.2%
Expenses	$68,723	$62,503	+0.1%
Net Income	$-325	$-7,483	-1.0%

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

$44,318

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROXANN RAISER	MUSEUM DIRECTOR	40.00	Officer	$44,318	$0	$44,318
ANDREA MIRACLE	DIRECTOR	5.00	Director	$0	$0	$0
SID DENNY	DIRECTOR	5.00	Director	$0	$0	$0
SEAN GODING	DIRECTOR	5.00	Director	$0	$0	$0
PEGGY EMLING	DIRECTOR	5.00	Director	$0	$0	$0
MURIAL JONES	DIRECTOR	5.00	Director	$0	$0	$0
ELIZABETH EDWARDS	DIRECTOR	5.00	Director	$0	$0	$0
JACLYN WALLACE	DIRECTOR	5.00	Director	$0	$0	$0
JASON STACY	DIRECTOR	5.00	Director	$0	$0	$0
KATHLEEN SCHMIDT	DIRECTOR	5.00	Director	$0	$0	$0
LESLIE WOOD	PRESIDENT	5.00	Officer	$0	$0	$0
DOUGLAS PIPER	TREASURER	5.00	Officer	$0	$0	$0
PAUL BRAZIER	VICE PRESIDENT	5.00	Officer	$0	$0	$0
RACHEL HARRIS	SECRETARY	5.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$68,398	$68,723	$340,398	$-325
2022	$55,020	$62,503	$340,736	$-7,483
2021	$76,885	$57,695	$348,212	$19,190
2020	$93,240	$76,617	$328,966	$16,623
2019	$93,226	$92,588	$312,316	$638
2018	$90,102	$112,083	$311,756	$-21,981

FRIENDS OF COL BEN STEPHENSON HOUSE