JOEL LANE MUSEUM HOUSE INC

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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

1972

Legal Domicile

Principal Officer

CATHERINE CLARK

Phone

9198333431

Tax Period

2023-07-01 to 2024-06-30

JOEL LANE MUSEUM HOUSE INC, founded in 1972, is a small nonprofit in the Arts, Culture & Humanities sector that reported $690K in total revenue in fiscal year 2023. Revenue surged 333% from the prior year, signaling strong growth momentum. The organization ran a surplus of $524K, a strong 76% operating margin.

Mission

TO PROVIDE EDUCATIONAL TOURS OF RESTORED HISTORIAL HOUSE

Program Service Accomplishments

Program 1

Expenses: $101,607

DOCENTS PROVIDE EDUCATIONAL TOURS OF RESTORED HOUSE AND GARDENS TO SCHOOL CHILDREN AND THE GENERAL PUBLIC. CORPORATION PRESERVES AND MAINTAINS SITE AND COLLECTIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $656,556

Program Service Revenue $8,317

Investment Income $24,752

Other Revenue $0

TOTAL REVENUE $689,625

Expense Breakdown

Grants Paid $0

Salaries & Benefits $90,733

Fundraising Expenses $4,139

Program Expenses $155,036

Other Expenses $75,201

TOTAL EXPENSES $165,934

Year-over-Year Comparison

	2023	2022	Change
Revenue	$689,625	$159,324	+3.3%
Expenses	$165,934	$136,874	+0.2%
Net Income	$523,691	$22,450	+22.3%

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

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
ROXIE BIBLE	MUSEUM STORE	2.00	Director	$0	$0	$0
PATRICIA DENZ	MEMBERSHIP D	1.00	Director	$0	$0	$0
MARGARET DICKSON	PAST PRESIDE	1.00	Director	$0	$0	$0
WYNN DORSETT	LIASON NSCDA	1.00	Director	$0	$0	$0
ELIZABETH HARRISON	EVENTS DIR	1.00	Director	$0	$0	$0
LILY KEYES	EDUCATION DI	1.00	Director	$0	$0	$0
SARA MAY	AT LARGE	1.00	Director	$0	$0	$0
OLIVIA HARDIN PETTIFER	GARDEN DIR	1.00	Director	$0	$0	$0
EDITH SHEPHERD	ACQUISTIONS	1.00	Director	$0	$0	$0
BRETT STURM	BUILDINGS DI	1.00	Director	$0	$0	$0
VIVIAN THROOP	PERSONNEL DI	1.00	Director	$0	$0	$0
CATHERINE CLARK	TREASURER	1.00	Officer	$0	$0	$0
CHRISTINA HUTCHINSON	PRESIDENT	1.00	Officer	$0	$0	$0
SARAH MOORMAN	RECORDING SE	1.00	Officer	$0	$0	$0
COURTENAY SMITH	CORRESPONDIN	1.00	Officer	$0	$0	$0
CLARK WOODARD	VICE PRESIDE	1.00	Officer	$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	$689,625	$165,934	$1,481,449	$523,691
2023	$159,324	$136,874	$860,918	$22,450
2022	$179,237	$125,387	$795,413	$53,850
2021	$201,519	$137,764	$803,931	$63,755
2020	$152,913	$187,787	$671,642	$-34,874
2019	$136,754	$148,786	$632,154	$-12,032
2018	$150,401	$121,220	$637,870	$29,181