MARY BALL WASHINGTON MUSEUM AND LIBRARY INC (EIN 540975119) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1958

Legal Domicile

Principal Officer

ALEXIS FORRESTER

Phone

8044627280

Tax Period

2024-07-01 to 2025-06-30

MARY BALL WASHINGTON MUSEUM INC, founded in 1958, is a small nonprofit in the Arts, Culture & Humanities sector that reported $154K in total revenue in fiscal year 2017. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $148K left a modest 4% surplus.

Mission

EXHIBITION OF HISTORICAL ARTIFACTS, PROVISION OF GENEALOGICAL RESEARCH SERVICES, PROVISION OF A RESEARCH LIBRARY AND EDUCATIONAL OUTREACH PROGRAMS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $367,034

Program Service Revenue $4,951

Investment Income $27,365

Other Revenue $13,649

TOTAL REVENUE $412,999

Expense Breakdown

Grants Paid $0

Salaries & Benefits $90,405

Fundraising Expenses $5,252

Program Expenses $179,319

Other Expenses $118,654

TOTAL EXPENSES $209,059

Year-over-Year Comparison

	2024	2023	Change
Revenue	$412,999	$256,631	+0.6%
Expenses	$209,059	$176,761	+0.2%
Net Income	$203,940	$79,870	+1.6%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEXIS FORRESTER	PRESIDENT	5.00	Officer Director	$0	$0	$0
BETTY PETTYJOHN	SECRETARY	5.00	Officer Director	$0	$0	$0
CAROLYN COOK	TREASURER	5.00	Officer Director	$0	$0	$0
AMMON G DUNTON JR	DIRECTOR	3.00	Director	$0	$0	$0
MARGARET FORRESTER	DIRECTOR	3.00	Director	$0	$0	$0
GARFIELD PARKER	DIRECTOR	3.00	Director	$0	$0	$0
DENISE MAZYCK	DIRECTOR	3.00	Director	$0	$0	$0
VERA LEE	DIRECTOR	3.00	Director	$0	$0	$0
JAMES M LONG	DIRECTOR	3.00	Director	$0	$0	$0
HELEN PALMER	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
ANN HARVEY	DIRECTOR	3.00	Director	$0	$0	$0
LOIS CRANE WILLIAMS	DIRECTOR	3.00	Director	$0	$0	$0
REV TYRON D WILLIAMS	DIRECTOR	3.00	Director	$0	$0	$0
ALICE COOPER	DIRECTOR	3.00	Director	$0	$0	$0
JASON BELLOWS	DIRECTOR	3.00	Director	$0	$0	$0
SHARON HODGES	DIRECTOR	3.00	Director	$0	$0	$0
CATHERINE BENNETT	DIRECTOR	3.00	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
2025	$412,999	$209,059	$1,663,138	$203,940
2024	$256,631	$176,761	$1,440,019	$79,870
2023	$104,820	$168,248	$1,336,781	$-63,428
2022	$264,550	$154,679	$1,359,748	$109,871
2021	$179,147	$147,394	$1,387,067	$31,753
2020	$264,884	$165,379	$1,427,548	$99,505
2019	$197,415	$149,912	$1,362,329	$47,503
2018	$154,395	$147,800	$1,316,757	$6,595

MARY BALL WASHINGTON MUSEUM AND LIBRARY INC