THE WHITNEY INSTITUTE (EIN 474417039) - 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

2016

Legal Domicile

Principal Officer

ASHLEY ROGERS

Phone

2252653300

Tax Period

2024-01-01 to 2024-12-31

THE WHITNEY INSTITUTE, founded in 2016, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.3M in total revenue in fiscal year 2024.

Mission

THE INSTITUTE HOSTS TOURS, EXHIBITS AND PROGRAMS AT THE MUSEUM AND HISTORIC SITE.

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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 $383,592

Program Service Revenue $1,618,334

Investment Income $38,804

Other Revenue $269,029

TOTAL REVENUE $2,309,759

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,424,789

Fundraising Expenses $2,845

Program Expenses $2,026,000

Other Expenses $816,918

TOTAL EXPENSES $2,241,707

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,309,759	$2,292,260	+0.0%
Expenses	$2,241,707	$2,193,974	+0.0%
Net Income	$68,052	$98,286	-0.3%

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

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

$154,056

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNA CUMMINGS	BOARD CHAIR	10.00	Officer Director	$0	$0	$0
CAROLYN JEFFERSON	SECRETARY	1.00	Officer Director	$0	$0	$0
PATRICK VANCE	TREASURER	1.00	Officer Director	$0	$0	$0
KIRK BROWN	DIRECTOR	1.00	Director	$0	$0	$0
GERRI HOBDY	DIRECTOR	1.00	Director	$0	$0	$0
MICHELE BREIRRE	DIRECTOR	1.00	Director	$0	$0	$0
CHERI AUSBERRY	DIRECTOR	1.00	Director	$0	$0	$0
LISA DELPIT	DIRECTOR	1.00	Director	$0	$0	$0
CIRECIE OLATUNJI	DIRECTOR	1.00	Director	$0	$0	$0
HAYWOOD HALL	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY ROGERS	EXECUTIVE DIRECTOR	40.00	Officer	$140,746	$13,310	$154,056

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	$2,309,759	$2,241,707	$1,494,106	$68,052
2023	$2,292,260	$2,193,974	$1,460,292	$98,286
2022	$1,923,744	$1,603,792	$1,345,042	$319,952
2021	$1,905,453	$1,265,252	$986,307	$640,201
2020	$839,292	$933,963	$442,412	$-94,671
2019	$451,859	$37,463	$463,907	$414,396

THE WHITNEY INSTITUTE