HILLWOOD ESTATE MUSEUM & GARDENS (EIN 526080752) - 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

1967

Legal Domicile

Principal Officer

LUCY RHAME

Phone

2026868500

Tax Period

2024-01-01 to 2024-12-31

HILLWOOD ESTATE MUSEUM & GARDENS, founded in 1967, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $20.8M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.7M, a strong 23% operating margin.

Mission

HILLWOOD ESTATE, MUSEUM & GARDEN'S (HILLWOOD) MISSION IS TO SHARE THE RENOWNED ART COLLECTIONS, EXCEPTIONAL GARDENS AND RELATED PUBLIC AND EDUCATIONAL PROGRAMS WITH A WIDE AND DIVERSE AUDIENCE. SINCE ITS OPENING, HILLWOOD HAS SERVED HUNDREDS-OF-THOUSANDS OF VISITORS, INCLUDING LOCAL AND VISITING MEMBERS OF THE GENERAL PUBLIC, FAMILIES (TRADITIONAL AND NON-TRADITIONAL), CURATORS AND SCHOLARS, AND PRE-SCHOOL THROUGH HIGH SCHOOL STUDENTS.

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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 $2,678,834

Program Service Revenue $1,107,719

Investment Income $16,615,529

Other Revenue $373,770

TOTAL REVENUE $20,775,852

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,277,067

Fundraising Expenses $1,105,716

Program Expenses $11,766,831

Other Expenses $6,821,125

TOTAL EXPENSES $16,098,192

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,775,852	$17,014,213	+0.2%
Expenses	$16,098,192	$14,950,084	+0.1%
Net Income	$4,677,660	$2,064,129	+1.3%

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

166

Volunteers

365

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

$794,237

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH ODOM	FIRST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ELLEN MACNEILLE CHARLES	PRESIDENT EMERITA	2.00	Officer Director	$0	$0	$0
AMY MEADOWS	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
KATHRYN VIGE HICKS	SECRETARY	1.00	Officer Director	$0	$0	$0
LUCY S RHAME	TREASURER	1.00	Officer Director	$0	$0	$0
SKIP SROKA	TRUSTEE	1.00	Director	$0	$0	$0
SALLY E CHAPOTON	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN BOLLENDORF	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SOPHIE GHEZAI	TRUSTEE	1.00	Director	$0	$0	$0
JOSHUA HILDRETH	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW IVERSON	TRUSTEE	1.00	Director	$0	$0	$0
MARK LOWHAM	TRUSTEE	1.00	Director	$0	$0	$0
ALISON CADY MARTIN	TRUSTEE	1.00	Director	$0	$0	$0
BETH NEWBURGER	TRUSTEE	1.00	Director	$0	$0	$0
SARA O'KEEFE	TRUSTEE	1.00	Director	$0	$0	$0
W BRETT REES	TRUSTEE	1.00	Director	$0	$0	$0
DONNA ROBERTS	TRUSTEE	1.00	Director	$0	$0	$0
NEDENIA C RUMBOUGH	TRUSTEE	1.00	Director	$0	$0	$0
STANLEY H RUMBOUGH	TRUSTEE	1.00	Director	$0	$0	$0
RICK J FERNANDEZ	TRUSTEE	1.00	Director	$0	$0	$0
GAIL BERRY WEST	TRUSTEE	1.00	Director	$0	$0	$0
MARY EMERSON SLIMP	PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHELE HARTLOVE	TRUSTEE	1.00	Director	$0	$0	$0
SOPHIE HAWKINS	TRUSTEE	1.00	Director	$0	$0	$0
KATE MARKERT	EXECUTIVE DIRECTOR	40.00	Officer	$467,228	$53,393	$520,621
DOUGLAS ROSE	DIRECTOR OF FINANCE	40.00	Officer	$148,474	$5,179	$153,653
MOULAYE SY	DIRECTOR OF FINANCE	40.00	Officer	$98,990	$20,973	$119,963
LYNN ROSSOTTI	DIRECTOR OF EXTERNAL AFFAI	40.00	Highest	$163,814	$35,704	$199,518
SAMANTHA HERNANDEZ	DIRECTOR OF HUMAN RESOURCE	40.00	Highest	$159,903	$34,274	$194,177
WILFRIED ZEISLER	CHIEF CURATOR	40.00	Highest	$174,231	$15,552	$189,783
ED VREELAND	DIRECTOR OF OPERATIONS AND	40.00	Highest	$172,581	$28,251	$200,832
JESSICA BONILLA	DIRECTOR OF HORTICULTURE	40.00	Highest	$109,887	$34,024	$143,911

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	$20,775,852	$16,098,192	$391,458,945	$4,677,660
2023	$17,014,213	$14,950,084	$357,959,227	$2,064,129
2022	$15,606,228	$13,627,246	$309,584,170	$1,978,982
2021	$20,308,723	$11,769,014	$379,536,354	$8,539,709
2020	$13,335,174	$10,704,162	$344,548,092	$2,631,012
2019	$16,426,947	$11,850,453	$293,867,998	$4,576,494

HILLWOOD ESTATE MUSEUM & GARDENS