The Henry Francis du Pont Winterthur Museum Inc (EIN 510066038) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year

1930

Legal Domicile

Principal Officer

Christopher Strand

Phone

3028884600

Tax Period

2024-07-01 to 2025-06-30

The Henry Francis du Pont Winterthur Museum Inc, founded in 1930, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $63.5M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $32.7M, a strong 51% operating margin.

Mission

Winterthur's mission is to preserve and enhance the legacy of its founder, Henry Francis du Pont, for the benefit and enjoyment of the public, including: the care, development, and study of its preeminent collection of decorative and fine arts made or used in America; the enhancement and interpretation of one of America's finest naturalistic gardens; the operation of graduate programs in American material culture and art conservation at the highest academic level; the operation and development of a library to support these important cultural goals; and the preservation of the historically important buildings and grounds.

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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 $3,705,574

Program Service Revenue $2,265,667

Investment Income $55,957,797

Other Revenue $1,593,380

TOTAL REVENUE $63,522,418

Expense Breakdown

Grants Paid $586,171

Salaries & Benefits $16,643,204

Fundraising Expenses $1,495,765

Program Expenses $23,631,171

Other Expenses $13,594,414

TOTAL EXPENSES $30,823,789

Year-over-Year Comparison

	2024	2023	Change
Revenue	$63,522,418	$69,264,290	-0.1%
Expenses	$30,823,789	$28,952,937	+0.1%
Net Income	$32,698,629	$40,311,353	-0.2%

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

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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

368

Volunteers

225

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

$811,718

Total Directors

$337,933

Key Employees

$670,622

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mr Christopher D Strand	Charles F. Montgomery Dire	50.00	Officer Director	$297,940	$39,993	$337,933
Mr Bruce C Perkins	Chair	5.00	Officer Director	$0	$0	$0
Ms Cynthia A Hewitt	Vice Chair	5.00	Officer Director	$0	$0	$0
Mrs Elizabeth H Owens	Secretary (until 5/2025)	5.00	Officer Director	$0	$0	$0
Mrs Lynn Springer Roberts	Sec (from 5/2025); Tr (until 5/2025)	5.00	Officer Director	$0	$0	$0
Mrs Katharine Booth	Trustee	1.00	Director	$0	$0	$0
Ms Desiree Caldwell	Trustee	1.00	Director	$0	$0	$0
Dr Elizabether P Carey	Trustee (from 5/2025)	1.00	Director	$0	$0	$0
Ms Rhonda Starks Crowder	Trustee	1.00	Director	$0	$0	$0
Mr David W Dangremond	Trustee	1.00	Director	$0	$0	$0
Mr David L De Luca	Trustee	1.00	Director	$0	$0	$0
Mr Logan D Delany Jr	Trustee	1.00	Director	$0	$0	$0
Mr Frank J Guzzetta	Trustee	1.00	Director	$0	$0	$0
Dr Sandra Harmon-Weiss	Trustee (until 1/2025)	1.00	Director	$0	$0	$0
Mr James B Hawkes	Trustee	1.00	Director	$0	$0	$0
Mr Frank L Hohmann III	Trustee	1.00	Director	$0	$0	$0
Mr Joseph C Hoopes Jr	Trustee	1.00	Director	$0	$0	$0
Mr Timothy R Goldsmith	Trustee	1.00	Director	$0	$0	$0
Mr Jeremy H Gonzalez Ibrahim	Trustee	1.00	Director	$0	$0	$0
Mrs Richard I G Jones	Trustee	1.00	Director	$0	$0	$0
Mr Edward W Kane	Trustee	1.00	Director	$0	$0	$0
Mrs Ellen J Kullman	Trustee	1.00	Director	$0	$0	$0
Mr William T LaFond	Trustee	1.00	Director	$0	$0	$0
Mr Jonathan B Loring	Trustee	1.00	Director	$0	$0	$0
Mr Forbes Maner	Trustee	1.00	Director	$0	$0	$0
Ms Kathleen Furey McDonough	Trustee (from 9/2024)	1.00	Director	$0	$0	$0
Ms Debra Hess Norris	Trustee (from 9/2024)	1.00	Director	$0	$0	$0
Mr Christopher S Patterson	Trustee	1.00	Director	$0	$0	$0
Mr Robert M Peck	Trustee	1.00	Director	$0	$0	$0
Mrs Maureen C Rhodes	Trustee	1.00	Director	$0	$0	$0
Mr Randall Schrimsher	Trustee	1.00	Director	$0	$0	$0
Mr Stephen S Smith	Trustee	1.00	Director	$0	$0	$0
Mr P Coleman Townsend	Trustee	1.00	Director	$0	$0	$0
Mrs Susan M Townsend	Trustee	1.00	Director	$0	$0	$0
Ms Marichu C Valencia	Trustee	1.00	Director	$0	$0	$0
Ms Ellet Kidd Veale	Trustee	1.00	Director	$0	$0	$0
Mr Steven O'Banion	Ex Officio	1.00	Director	$0	$0	$0
Mr Sam Schwartz	Trustee and Chair Emeriti	1.00	Director	$0	$0	$0
Mrs Alice Cary Brown	Trustee Emeriti (until 11/2024)	1.00	Director	$0	$0	$0
Mrs Louisa C Duemling	Trustee Emeriti	1.00	Director	$0	$0	$0
Mr Pierre du Pont Hayward	Trustee Emeriti	1.00	Director	$0	$0	$0
Mr Morrison H Heckscher	Trustee Emeriti	1.00	Director	$0	$0	$0
Mrs Elizabeth B Johnson	Trustee Emeriti	1.00	Director	$0	$0	$0
Mrs Julia Bissell Leisenring	Trustee Emeriti	1.00	Director	$0	$0	$0
Mrs Marjorie P McGraw	Trustee Emeriti	1.00	Director	$0	$0	$0
Dr Blaine T Phillips	Trustee Emeriti	1.00	Director	$0	$0	$0
Mr Geoffrey M Rogers	Trustee Emeriti	1.00	Director	$0	$0	$0
Mr Mark E Stalnecker	Trustee Emeriti	1.00	Director	$0	$0	$0
Mr David B Warren	Trustee Emeriti	1.00	Director	$0	$0	$0
Mr Edmond L Lincoln	Honorary Trustee	1.00	Director	$0	$0	$0
Mr Kirk Trasborg	Chief Financial Officer an	50.00	Officer	$246,369	$9,157	$255,526
Ms Terri Kuzo	Assistant Treasurer	50.00	Officer	$108,361	$9,477	$117,838
Ms Tricia Davies	Assistant Secretary	50.00	Officer	$72,933	$27,488	$100,421
Ms Alexandra Deutsch	Dir.-Collections	40.00	Key Emp	$193,576	$14,263	$207,839
Ms Christine M Heesters	Dir.-Marketing and Technol	40.00	Key Emp	$184,079	$11,351	$195,430
Ms Jennifer M Mackey	Dir.-Development (until 10/24)	40.00	Key Emp	$245,806	$21,547	$267,353
Ms Catharine Roeber	Dir.-Academic Affairs	40.00	Highest	$131,556	$17,754	$149,310
Mr John Castle	Dir.-Facilities	40.00	Highest	$142,872	$26,883	$169,755
Mr Michael Janes	Dir.-Human Resources	40.00	Highest	$155,682	$19,891	$175,573
Ms Joy Gardiner	Dir.-Conservation	40.00	Highest	$114,661	$13,522	$128,183
Mr Phillip Hall	Dir.-Project Management	40.00	Highest	$119,741	$17,348	$137,089

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	$63,522,418	$30,823,789	$469,717,386	$32,698,629
2024	$69,264,290	$28,952,937	$439,185,749	$40,311,353
2023	$17,392,218	$27,961,220	$420,321,549	$-10,569,002
2022	$25,875,134	$29,518,347	$405,493,881	$-3,643,213
2021	$27,650,995	$26,537,155	$471,422,050	$1,113,840
2020	$38,612,720	$28,402,841	$381,564,161	$10,209,879
2019	$18,106,618	$30,133,558	$391,291,039	$-12,026,940
2018	$42,926,269	$28,669,080	$395,964,739	$14,257,189

The Henry Francis du Pont Winterthur Museum Inc