THE NEWBERRY MUSEUM (EIN 470982472) - 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

2014

Legal Domicile

Phone

8032763193

Tax Period

2024-07-01 to 2025-06-30

THE NEWBERRY MUSEUM, founded in 2014, is a small nonprofit in the Arts, Culture & Humanities sector that reported $227K in total revenue in fiscal year 2024. Expenses of $212K left a modest 7% surplus.

Mission

TO PROTECT PRESENT AND PROMOTE THE ONGOING HISTORY HERITAGE OF NEWBERRY COUNTY AND NEWBERRY COLLEGE

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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 $220,602

Program Service Revenue $0

Investment Income $6,412

Other Revenue $0

TOTAL REVENUE $227,014

Expense Breakdown

Grants Paid $0

Salaries & Benefits $114,330

Fundraising Expenses $0

Program Expenses $188,049

Other Expenses $97,370

TOTAL EXPENSES $211,700

Year-over-Year Comparison

	2024	2023	Change
Revenue	$227,014	$219,744	+0.0%
Expenses	$211,700	$179,507	+0.2%
Net Income	$15,314	$40,237	-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

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

Total Directors

Key Employees

$43,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN KNAPP	MUSEUM EXECUTIVE DIRECTOR	40.00	Highest	$45,000	$0	$45,000
STACY JETER	ASSISTANT MANAGER	24.00	Key Emp	$24,000	$0	$24,000
CATHERINE WATSON	COLLECTIONS MANAGER	20.00	Key Emp	$19,000	$0	$19,000
JOHN FAVORS	TREASURER	5.00	Officer Director	$0	$0	$0
MILTON PRICE	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA CALDWELL	DIRECTOR	1.00	Director	$0	$0	$0
JIMMIE COGGINS	DIRECTOR	1.00	Director	$0	$0	$0
MATTIE DILLON	DIRECTOR	1.00	Director	$0	$0	$0
NORMA DONALDSON JENKINS	DIRECTOR	1.00	Director	$0	$0	$0
PEGGIE WEST	PRESIDENT	2.00	Officer Director	$0	$0	$0
DENISE REID	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
SARAH EARGLE	SECRETARY	3.00	Officer 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	$227,014	$211,700	$310,146	$15,314
2024	No data	No data	No data	No data
2023	$234,063	$148,232	$254,595	$85,831
2022	$213,397	$128,181	$168,764	$85,216
2020	$124,797	$128,396	$62,787	$-3,599
2019	$102,501	$197,308	$66,386	$-94,807

THE NEWBERRY MUSEUM