The Middleburg Museum Foundation (EIN 460937934) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

Jane Latham Nance

Phone

5404541142

Tax Period

2024-01-01 to 2024-12-31

The Middleburg Museum Foundation, founded in 2011, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $8K in total revenue in fiscal year 2018. Revenue fell 260% from the prior year — a significant decline worth monitoring.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $36,467

Program Service Revenue $16,600

Investment Income $2,268

Other Revenue $0

TOTAL REVENUE $55,335

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,494

Program Expenses $77,537

Other Expenses $81,838

TOTAL EXPENSES $81,838

Year-over-Year Comparison

	2024	2023	Change
Revenue	$55,335	N/A	N/A
Expenses	$81,838	N/A	N/A
Net Income	$-26,503	N/A	N/A

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sabine Bibb	Director	2.00	Director	$0	$0	$0
Denis Cotter	Director	2.00	Director	$0	$0	$0
Charlotte deButts	Secretary	5.00	Officer Director	$0	$0	$0
Dorsey deButts	President	5.00	Officer Director	$0	$0	$0
Caroline Denton	Director	2.00	Director	$0	$0	$0
Jane Latham Nance	Treasurer	5.00	Officer Director	$0	$0	$0
Nan Forbes	Director	2.00	Director	$0	$0	$0
Merley Lewis	Director	2.00	Officer Director	$0	$0	$0
Vicky Lewis	Director	2.00	Director	$0	$0	$0
Edward Moore	Director	2.00	Director	$0	$0	$0
Harley Rosenbaum	Director	2.00	Director	$0	$0	$0
Tucker Withers	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
2024	$55,335	$81,838	$534,632	$-26,503
2020	$1,619	$39,988	$704,859	$-38,369
2019	$6,749	$39,916	$750,237	$-33,167
2018	$-8,351	$18,921	$783,404	$-27,272

The Middleburg Museum Foundation