SUSQUEHANNA MUSEUM OF HAVRE DE GRACE INC (EIN 521325983) - 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

1970

Legal Domicile

Principal Officer

ANN MARIE SERWA

Phone

4109395780

Tax Period

2024-01-01 to 2024-12-31

SUSQUEHANNA MUSEUM OF HAVRE DE GRACE INC, founded in 1970, is a small nonprofit in the Arts, Culture & Humanities sector that reported $112K in total revenue in fiscal year 2024. Expenses of $104K left a modest 7% surplus.

Mission

TO SHOWCASE THE IMPACT OF THE SUSQUEHANNA AND TIDEWATER CANAL ON THE REGION BY EXPANDING AND PRESERVING THE HISTORIC COLLECTION. TO CREATE A MEMORABLE AND STIMULATING EXPERIENCE THROUGH ORAL AND VISUAL DEMONSTRATIONS DEPICTING LIFE ALONG THE CANAL DURING THE 19TH CENTURY.

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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 $70,389

Program Service Revenue $695

Investment Income $6,652

Other Revenue $33,974

TOTAL REVENUE $111,710

Expense Breakdown

Grants Paid $0

Salaries & Benefits $56,133

Fundraising Expenses $0

Program Expenses $74,201

Other Expenses $47,617

TOTAL EXPENSES $103,750

Year-over-Year Comparison

	2024	2023	Change
Revenue	$111,710	N/A	N/A
Expenses	$103,750	N/A	N/A
Net Income	$7,960	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

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

$48,866

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOANNE HEALEY	EXECUTIVE DI	40.00	Director	$48,866	$0	$48,866
JOE CONAWAY	ADVISOR	N/A	Director	$0	$0	$0
TOM FITZPATRICK	SECRETARY	2.00	Director	$0	$0	$0
CELESTE HAUF	MEMBER AT LA	2.00	Director	$0	$0	$0
JAMES MILNE	MEMBER AT LA	2.00	Director	$0	$0	$0
SHONN MOORE	ADVISOR	2.00	Director	$0	$0	$0
BEVERLEY MURRAY	MEMBER AT LA	2.00	Officer Director	$0	$0	$0
JULIE RUHNKE	VICE PRESIDE	2.00	Director	$0	$0	$0
ANN MARIE SERWA	PRESIDENT	15.00	Officer Director	$0	$0	$0
RICHARD STUBING	MEMBER AT LA	2.00	Director	$0	$0	$0
RICHARD WEHNER	MEMBER AT LA	2.00	Director	$0	$0	$0
JOHN ZIMMERMAN	MEMBER AT LA	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	$111,710	$103,750	$504,945	$7,960
2019	$184,411	$77,915	$414,079	$106,496

SUSQUEHANNA MUSEUM OF HAVRE DE GRACE INC