HISTORIC ODESSA FOUNDATION (EIN 412154236) - 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

2004

Legal Domicile

Principal Officer

DEBORAH N BUCKSON

Phone

3023784119

Tax Period

2024-01-01 to 2024-12-31

HISTORIC ODESSA FOUNDATION, founded in 2004, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.3M in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $377K, a strong 28% operating margin.

Mission

MUSEUM FOR PUBLIC EDUCATIONAL PURPOSES

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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 $164,071

Program Service Revenue $243,806

Investment Income $388,744

Other Revenue $535,597

TOTAL REVENUE $1,332,218

Expense Breakdown

Grants Paid $0

Salaries & Benefits $330,067

Fundraising Expenses $0

Program Expenses $955,124

Other Expenses $625,057

TOTAL EXPENSES $955,124

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,332,218	$1,919,737	-0.3%
Expenses	$955,124	$910,381	+0.0%
Net Income	$377,094	$1,009,356	-0.6%

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

N/A

Employees

Volunteers

N/A

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

$146,034

Total Directors

$146,034

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TONY MOTTOLA	PRESIDENT	N/A	Officer Director	$0	$0	$0
HUGH PLUMB	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
J MATTHIEU PLUMB	TREASURER	N/A	Officer Director	$0	$0	$0
WILLIAM GOTWALS	TREASURER	N/A	Officer Director	$0	$0	$0
H DONNAN SHARP	OFFICER	N/A	Officer Director	$0	$0	$0
DEREK VANDERWARKER	OFFICER	N/A	Officer Director	$0	$0	$0
CHRIS BUCCINI	OFFICER	N/A	Officer Director	$0	$0	$0
LEA SMITH	OFFICER	N/A	Officer Director	$0	$0	$0
DEBORAH N BUCKSON	EXEC DIR	40.00	Officer Director	$146,034	$0	$146,034

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	$1,332,218	$955,124	$17,044,286	$377,094
2023	$1,919,737	$910,381	$16,667,192	$1,009,356
2022	$933,380	$2,157,743	$15,657,836	$-1,224,363
2021	$4,552,210	$838,239	$16,882,199	$3,713,971
2020	$5,504,377	$734,722	$13,168,228	$4,769,655
2019	$2,330,503	$819,722	$8,398,573	$1,510,781
2018	$1,144,806	$881,607	$6,887,792	$263,199

HISTORIC ODESSA FOUNDATION