MARY BALL WASHINGTON MUSEUM AND LI… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

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 AND LIBRARY INC, founded in 1958, is a small nonprofit in the Arts, Culture & Humanities sector that reported $413K in total revenue in fiscal year 2024. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $204K, a strong 49% operating margin.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $141,200

MARY BALL MUSEUM AND LIBRARY EXECUTED COLLECTIONS MANAGEMENT PROCEDURES TO PROPERLY DOCUMENT, PRESERVE, STORE, AND DISPLAY ITS HISTORICAL OBJECTS AND ARCHIVAL RECORDS. IT ORGANIZED AND PRESENTED...

MARY BALL MUSEUM AND LIBRARY EXECUTED COLLECTIONS MANAGEMENT PROCEDURES TO PROPERLY DOCUMENT, PRESERVE, STORE, AND DISPLAY ITS HISTORICAL OBJECTS AND ARCHIVAL RECORDS. IT ORGANIZED AND PRESENTED MUSEUM EXHIBITS ON LOCAL HISTORY TOPICS. IT MAINTAINED SEVERAL HISTORIC BUILDINGS AND LANDSCAPES WITHIN A NATIONALLY-REGISTERED HISTORIC DISTRICT AND OPERATED THE MUSEUM BUILDINGS AND EXHIBIT GALLERIES TO THE PUBLIC.

Program 2

Expenses: $18,630

OPERATED ITS GENEALOGY AND HISTORY RESEARCH LIBRARY TO THE PUBLIC. IT INCREASED ITS PRINT, DIGITAL, AND ONLINE HOLDINGS THROUGH NEW BOOK PURCHASES, JOURNAL SUBSCRIPTIONS, RECEIPT OF BOOK DONATIONS...

OPERATED ITS GENEALOGY AND HISTORY RESEARCH LIBRARY TO THE PUBLIC. IT INCREASED ITS PRINT, DIGITAL, AND ONLINE HOLDINGS THROUGH NEW BOOK PURCHASES, JOURNAL SUBSCRIPTIONS, RECEIPT OF BOOK DONATIONS, AND EXPANSION OF DATABASES.

Program 3

Expenses: $19,489

PRESENTED MANY EDUCATIONAL PROGRAMS FOR THE GENERAL PUBLIC ABOUT AREA HISTORY, GENEALOGY, AND HISTORIC PRESERVATION. THESE INCLUDED SCHOLARLY LECTURES, LOCAL AUTHOR TALKS, LIVING HISTORY...

PRESENTED MANY EDUCATIONAL PROGRAMS FOR THE GENERAL PUBLIC ABOUT AREA HISTORY, GENEALOGY, AND HISTORIC PRESERVATION. THESE INCLUDED SCHOLARLY LECTURES, LOCAL AUTHOR TALKS, LIVING HISTORY DEMONSTRATIONS, AREA SITE VISITS, AND PUBLISHED RESEARCH ARTICLES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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