BARTOW PELL LANDMARK FUND

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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

1975

Legal Domicile

Principal Officer

WILLIAM RAINFORD

Phone

7188851461

Tax Period

2023-07-01 to 2024-06-30

BARTOW PELL LANDMARK FUND, founded in 1975, is a small nonprofit in the Arts, Culture & Humanities sector that reported $515K in total revenue in fiscal year 2023. Expenses of $466K left a modest 10% surplus.

Mission

PRESERVATION, RESTORATION AND INTERPRETATION OF THE NYC AND NATIONAL HISTORIC LANDMARK SITE FOR THE BENEFIT OF THE PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $338,389 Revenue: $194,988

BARTOW-PELL MANSION MUSEUM IS A CULTURAL AND EDUCATIONAL INSTITUTION THAT SERVES THE BROADER NEW YORK CITY COMMUNITY. THE MUSEUM WORKS TO PRESERVE AND MAINTAIN THE HISTORIC GREEK REVIVAL MANSION AND CARRIAGE HOUSE, AS WELL AS THE MUSEUM'S COLLECTION, ITS GARDENS, AND THE SURROUNDING LANDSCAPE, AND TO INTERPRET THE SITE'S HISTORY WITH INNOVATIVE AND DYNAMIC EDUCATIONAL AND PUBLIC PROGRAMMING FOR STUDENTS, ADULTS, AND FAMILIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $290,635

Program Service Revenue $138,113

Investment Income $18,877

Other Revenue $67,260

TOTAL REVENUE $514,885

Expense Breakdown

Grants Paid $0

Salaries & Benefits $257,718

Fundraising Expenses $62,039

Program Expenses $338,389

Other Expenses $207,949

TOTAL EXPENSES $465,667

Year-over-Year Comparison

	2023	2022	Change
Revenue	$514,885	$499,438	+0.0%
Expenses	$465,667	$508,599	-0.1%
Net Income	$49,218	$-9,161	-6.4%

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

Total Directors

$84,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARSWELL RUSH BERLIN	DIRECTOR	2.00	Director	$0	$0	$0
LINDSAY BLEIER	DIRECTOR	2.00	Director	$0	$0	$0
Z I SANCHEZ	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH CORDASCO	DIRECTOR	2.00	Director	$0	$0	$0
LAIRD TOLAN	DIRECTOR	2.00	Director	$0	$0	$0
LISA HORD	DIRECTOR	2.00	Director	$0	$0	$0
BLAIR HOWELL	DIRECTOR	2.00	Director	$0	$0	$0
DONNA ELMER	DIRECTOR	2.00	Director	$0	$0	$0
NORA MAZUR	DIRECTOR	2.00	Director	$0	$0	$0
GAVIN LECKIE	DIRECTOR	2.00	Director	$0	$0	$0
PAM LITTLE	DIRECTOR	2.00	Director	$0	$0	$0
ANNIE FREEMAN	DIRECTOR	2.00	Director	$0	$0	$0
ALISON MCKAY	DIRECTOR	40.00	Director	$84,250	$0	$84,250
WILLIAM RAINFORD	PRESIDENT	20.00	Officer	$0	$0	$0
KRISTEN KELLER	VICE PRESIDENT	5.00	Officer	$0	$0	$0
COLLEEN ZALE	SECRETARY	5.00	Officer	$0	$0	$0
IDA LO	TREASURER	5.00	Officer	$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	No data	No data	No data	No data
2024	$514,885	$465,667	$605,351	$49,218
2023	$499,438	$508,599	$561,014	$-9,161
2022	$397,446	$376,201	$561,055	$21,245
2021	$388,752	$304,171	$580,937	$84,581
2020	$314,531	$350,782	$461,508	$-36,251
2019	$447,581	$437,192	$474,599	$10,389