HAZEN HISTORICAL MUSEUM FOUNDATION INC (EIN 581847161) - 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

1989

Legal Domicile

Principal Officer

Edwin Lay

Phone

8655228661

Tax Period

2023-01-01 to 2023-12-31

HAZEN HISTORICAL MUSEUM FOUNDATION INC, founded in 1989, is a small nonprofit that reported $139K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $161K exceeded revenue, resulting in a 16% operating deficit.

Mission

A museum for the preservation of the antebellum way of life in Knoxville, TN. Built in 1858, the museum is listed on the National Register of Historic Places and is open for public tours and hosts educational events.

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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 $93,829

Program Service Revenue $9,394

Investment Income $14,665

Other Revenue $20,857

TOTAL REVENUE $138,745

Expense Breakdown

Grants Paid $0

Salaries & Benefits $66,012

Fundraising Expenses $13,999

Program Expenses $133,592

Other Expenses $94,746

TOTAL EXPENSES $160,758

Year-over-Year Comparison

	2023	2022	Change
Revenue	$138,745	$127,386	+0.1%
Expenses	$160,758	$157,800	+0.0%
Net Income	$-22,013	$-30,414	-0.3%

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

120

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

$41,100

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Patrick Hollis	Executive director	50.00	Key Emp	$41,100	$0	$41,100
Karen Peterman	Secretary	5.00	Officer	$0	$0	$0
Teresa Mabry	President	10.00	Officer	$0	$0	$0
Seanna Rupe	Treasurer	5.00	Officer	$0	$0	$0
Suzy Trotta	Vice president	5.00	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	No data	No data	No data	No data
2023	$138,745	$160,758	$1,435,529	$-22,013
2022	$127,386	$157,800	$1,416,917	$-30,414
2021	$113,365	$123,427	$1,531,693	$-10,062

HAZEN HISTORICAL MUSEUM FOUNDATION INC