CASEMATE MUSEUM FOUNDATION INC (EIN 541248629) - 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

1983

Legal Domicile

Principal Officer

NANCY OMALLEY

Tax Period

2020-01-01 to 2020-12-31

CASEMATE MUSEUM FOUNDATION INC, founded in 1983, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $47K in total revenue in fiscal year 2018. Revenue decreased 12% compared to the prior year. Expenses of $45K left a modest 5% surplus.

Mission

THE FOUNDATION SUPPORTS KEEPING THE CASEMATE MUSEUM OPEN AND RUNNING EFFICENTLY TO SUPPORT ALL VISITATION AS DIRECTED BY THE MUSEUM CURATORS AND MANAGEMENT STAFF. DURING THE CURRENT YEAR OF 2020 5,672 INDIVIDUALS VISITED THE MUSEUM FACILITIES.

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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 (2020)

Revenue Breakdown

Contributions & Grants $6,368

Program Service Revenue $0

Investment Income $15

Other Revenue $1,431

TOTAL REVENUE $7,814

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,767

Fundraising Expenses $0

Program Expenses $12,806

Other Expenses $14,858

TOTAL EXPENSES $20,625

Year-over-Year Comparison

	2020	2019	Change
Revenue	$7,814	$51,925	-0.8%
Expenses	$20,625	$48,434	-0.6%
Net Income	$-12,811	$3,491	-4.7%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRY VIDAURRI	DIRECTOR	2.00	Director	$0	$0	$0
CAROL HANSON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
CLAIRE SAMUELSON	DIRECTOR	1.00	Director	$0	$0	$0
COL ROBERT SEGER	VICE PRESIDENT	1.00	Director	$0	$0	$0
DARCY SINK	DIRECTORS	1.00	Director	$0	$0	$0
DONNA BERG	DIRECTOR	1.00	Director	$0	$0	$0
JUDITH CONNELLY	DIRECTOR	1.00	Director	$0	$0	$0
DIBBA HAMILTON	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN REED	DIRECTOR	2.00	Director	$0	$0	$0
RROGER WOLFE	PRESIDENT	2.00	Officer Director	$0	$0	$0
NANCY OMALLEY	TREASURER	5.00	Officer Director	$0	$0	$0
LTC MARGARET SEITZ	SECRETARY	5.00	Officer Director	$0	$0	$0
COL DENNIS MROCZKOWSKI	DIRECTOR	1.00	Officer 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
2020	$7,814	$20,625	$73,671	$-12,811
2019	$51,925	$48,434	$84,196	$3,491
2018	$47,392	$44,974	$80,882	$2,418

CASEMATE MUSEUM FOUNDATION INC