CHARLES ALLIS AND VILLA TERRACE MUSEUMS INC

EIN: 454102317 501(c)(3) Arts, Culture & Humanities

MILWAUKEE, WI

Total Revenue
$957,355
Total Expenses
$848,851
Total Assets
$1,166,355
Net Assets
$1,136,529
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2012
Legal Domicile
WI
Principal Officer
CLAUDIA EGAN
Phone
4142788295
Tax Period
2024-01-01 to 2024-12-31

CHARLES ALLIS AND VILLA TERRACE MUSEUMS INC, founded in 2012, is a small nonprofit in the Arts, Culture & Humanities sector that reported $957K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $849K left a modest 11% surplus.

Mission

CHARLES ALLIS AND VILLA TERRACE MUSEUMS, INC. ADVANCES THE MISSIONS OF THE CULTURAL ASSETS UNDER ITS STEWARDSHIP BY PROVIDING MANAGEMENT, PROGRAMMING, AND DEVELOPMENT SERVICES.CHARLES ALLIS ART MUSEUM:THE CHARLES ALLIS ART MUSEUM ENRICHES MILWAUKEE'S QUALITY OF LIFE BY CREATING OPPORTUNITIES FOR RESIDENTS AND VISITORS TO EXPERIENCE HISTORY, CULTURE, AND THE ARTS, IN PARTICULAR BY OFFERING VIBRANT EXHIBITIONS AND PERFORMANCES IN A STATELY AND INTIMATE URBAN MANSION, WHICH PERMANENTLY HOUSES THE ART COLLECTION OF EARLY 20TH-CENTURY INDUSTRIALIST CHARLES ALLIS.VILLA TERRACE DECORATIVE ARTS MUSEUM:THE VILLA TERRACE DECORATIVE ARTS MUSEUM ENRICHES MILWAUKEE'S QUALITY OF LIFE BY CREATING OPPORTUNITIES FOR RESIDENTS AND VISITORS TO EXPERIENCE HISTORY, CULTURE, AND THE ARTS, IN PARTICULAR BY OFFERING VIBRANT EXHIBITIONS AND PERFORMANCES IN THE GRAND YET INTIMATE SETTING OF THE LLOYD SMITH FAMILY'S LAKEFRONT RENAISSANCE VILLA AND GARDEN.

Program Service Accomplishments

Program 1
Expenses: $678,493 Revenue: $149,695

CHARLES ALLIS AND VILLA TERRACE MUSEUMS, INC. (CAVT) STEWARDS TWO HISTORIC HOMES AND THEIR ART COLLECTIONS, BEQUEATHED TO THE CITIZENS OF MILWAUKEE BY THEIR ORIGINAL OWNERS - CHARLES AND SARAH ALLIS...

Read more

CHARLES ALLIS AND VILLA TERRACE MUSEUMS, INC. (CAVT) STEWARDS TWO HISTORIC HOMES AND THEIR ART COLLECTIONS, BEQUEATHED TO THE CITIZENS OF MILWAUKEE BY THEIR ORIGINAL OWNERS - CHARLES AND SARAH ALLIS AND AGNES SMITH CURTIS - TO EDUCATE, INSPIRE AND DELIGHT. BOTH FAMILIES PLAYED PROMINENT ROLES IN THE EARLY DEVELOPMENT OF MILWAUKEE'S INDUSTRIAL, ARTISTIC AND CIVIC LIFE. BOTH HOMES ARE LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES, AND ARE DESIGNATED BY THE CITY OF MILWAUKEE, MILWAUKEE COUNTY, AND NUMEROUS ARTS AND CULTURAL ORGANIZATIONS FOR THEIR CONTINUED SIGNIFICANCE TO MILWAUKEE'S HISTORIC, CULTURAL AND ARTISTIC LIFE. THROUGH INTERPRETATION OF THESE HOMES AND THEIR COLLECTIONS, AND THROUGH COLLABORATION WITH THE COMMUNITY, CAVT INC. SEEKS KNOWLEDGE AND UNDERSTANDING OF SOCIETAL, CULTURAL, ARTISTIC, HISTORIC AND CONTEMPORARY ISSUES FROM LOCAL, NATIONAL AND INTERNATIONAL PERSPECTIVES. CAVT INC. PRODUCES EXHIBITIONS, PROGRAMMING AND EVENTS THAT INTERPRET THESE ISSUES FOR DIVERSE AUDIENCES. CAVT COLLABORATES WITH OTHER CULTURAL AND EDUCATIONAL ENTITIES TO ACHIEVE ITS MISSION. IN 2019, CAVT MOUNTED THE FOLLOWING EXHIBITIONS AT THE VILLA TERRACE DECORATIVE ARTS MUSEUM: MOVING IMAGES (FEATURING A COLLECTION OF BRITISH ROYAL PORTRAITURE FROM A LOCAL COLLECTOR), DAVID R. HARPER: A MOUTH SHAPED ROOM, AND MEASURED MISALIGNMENTS AND HOUSE TABLEAU (FEATURING ORIGINAL WORK BY JEFFREY CLANCY AND ARIANA HUGGETT). IN 2018, CAVT MOUNTED DELIGHT, INSPIRE, EDUCATE, A PRESENTATION OF ART, ARTIFACTS, AND EPHEMERA FROM THE ALLIS COLLECTION. COMMUNITY ARTS PROGRAMMING INCLUDED MANY EVENTS IN CONNECTION WITH OUR CHANGING EXHIBITIONS, ART IN THE GARDEN (A PROGRAM SUPPORTING MPS ART TEACHERS THROUGH FIELD TRIPS TO THE VILLA TERRACE, CULMINATING IN AN EXHIBITION OF STUDENT ARTWORK AT THE MUSEUM), WORK WITH RUFUS KING HIGH SCHOOL'S INTERNATIONAL BACCALAUREATE ARTS CURRICULUM CULMINATING IN A GRADUATE ART EXHIBITION AT THE CHARLES ALLIS ART MUSEUM, AND COLLABORATION WITH COMMUNITY ARTS ORGANIZATIONS AND GROUPS THAT OFFERED OPPORTUNITIES TO EXPERIENCE THEATRE, DANCE, MUSIC, FILM AND THE VISUAL ARTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $360,796
Program Service Revenue $149,695
Investment Income $4,070
Other Revenue $442,794
TOTAL REVENUE $957,355

Expense Breakdown

Grants Paid $0
Salaries & Benefits $431,451
Fundraising Expenses $18,982
Program Expenses $678,493
Other Expenses $417,400
TOTAL EXPENSES $848,851

Year-over-Year Comparison

2024 2023 Change
Revenue $957,355 $836,084 +0.1%
Expenses $848,851 $885,773 0.0%
Net Income $108,504 $-49,689 -3.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
11
Independent Members
11
Employees
42
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
5
$64,438
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CLAUDIA EGAN BOARD CHAIR 1.00
Officer Director
$0 $0 $0
MARQUAYLA ELLISON VICE CHAIR 1.00
Director
$0 $0 $0
GRACE GRAVES TREASURER 1.00
Officer Director
$0 $0 $0
JAMES STEARNS SECRETARY 1.00
Officer Director
$0 $0 $0
CINDY MORAN DIRECTOR 1.00
Director
$0 $0 $0
MICHAEL WEST DIRECTOR 1.00
Officer Director
$0 $0 $0
THOMAS HASLETT DIRECTOR 1.00
Director
$0 $0 $0
NICOLE ACOSTA DIRECTOR 1.00
Director
$0 $0 $0
MARILU KNODE DIRECTOR 1.00
Director
$0 $0 $0
ANDREA TAXMAN DIRECTOR 1.00
Director
$0 $0 $0
MEGAN HOLBROOK DIRECTOR 1.00
Director
$0 $0 $0
JAYMEE HARVEY WILLMS EXECUTIVE DIRECTOR 40.00
Officer
$64,155 $283 $64,438
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 $957,355 $848,851 $1,166,355 $108,504
2023 $836,084 $885,773 $965,629 $-49,689
2022 $903,128 $815,163 $995,964 $87,965
2021 $712,213 $538,116 $967,394 $174,097
2020 $585,075 $552,055 $760,310 $33,020
2019 $788,843 $597,036 $678,660 $191,807
2018 $585,695 $583,170 $437,260 $2,525
Explore More Nonprofits
Top 100 Nonprofits in Wisconsin Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare CHARLES ALLIS AND VILLA TERRACE MUSEUMS INC with other nonprofits in Wisconsin and across the country.