BERGSTROM-MAHLER MUSEUM INC (EIN 390958257) - 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

1970

Legal Domicile

Principal Officer

AMY MOOREFIELD

Phone

9207514658

Tax Period

2024-07-01 to 2025-06-30

BERGSTROM-MAHLER MUSEUM INC, founded in 1970, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.2M in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $1.5M exceeded revenue, resulting in a 28% operating deficit.

Mission

TO PROVIDE EXTRAORDINARY GLASS EXPERIENCES TO SPARK FUN, KINDLE CREATIVITY, AND ILLUMINATE LEARNING FOR ALL.

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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 $737,008

Program Service Revenue $103,745

Investment Income $253,927

Other Revenue $112,139

TOTAL REVENUE $1,206,819

Expense Breakdown

Grants Paid $0

Salaries & Benefits $793,216

Fundraising Expenses $142,495

Program Expenses $987,095

Other Expenses $747,088

TOTAL EXPENSES $1,540,304

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,206,819	$1,472,599	-0.2%
Expenses	$1,540,304	$1,438,774	+0.1%
Net Income	$-333,485	$33,825	-10.9%

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

Volunteers

125

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

$129,073

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY MOOREFIELD	EXECUTIVE DI	40.00	Officer	$123,076	$5,997	$129,073
SIMON ABRAHMS	DIRECTOR	2.00	Director	$0	$0	$0
KATHLEEN BROST	PRESIDENT	5.00	Officer Director	$0	$0	$0
FLORENCE BRUNO	DIRECTOR-EX	2.00	Director	$0	$0	$0
BEN BRUNS	DIRECTOR	2.00	Director	$0	$0	$0
RICK CONNE	DIRECTOR	2.00	Director	$0	$0	$0
WES HUNTING	DIRECTOR	2.00	Director	$0	$0	$0
FRANK JUAREZ	DIRECTOR	2.00	Director	$0	$0	$0
JANE LANG	DIRECTOR-EX	2.00	Director	$0	$0	$0
AMY PIETSCH	SECRETARY	5.00	Officer Director	$0	$0	$0
FRED SCHWERTFEGER	TREASURER	5.00	Officer Director	$0	$0	$0
SHAWN WAGGONER	DIRECTOR	2.00	Director	$0	$0	$0
JOHN WAGNER	DIRECTOR	2.00	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
2025	$1,206,819	$1,540,304	$16,964,586	$-333,485
2024	No data	No data	No data	No data
2023	$1,163,609	$1,366,830	$15,780,217	$-203,221
2021	$1,558,977	$958,423	$17,360,409	$600,554
2020	$743,717	$830,084	$14,685,395	$-86,367
2019	$1,083,771	$817,548	$14,480,776	$266,223
2018	$1,130,666	$838,064	$13,907,484	$292,602

BERGSTROM-MAHLER MUSEUM INC