SHELL MUSEUM AND EDUCATIONAL FOUND… - Form 990 Financial Data

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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

1986

Legal Domicile

Principal Officer

SCOT CONGRESS

Phone

2393952233

Tax Period

2023-01-01 to 2023-12-31

SHELL MUSEUM AND EDUCATIONAL FOUNDATION INC, founded in 1986, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.9M in total revenue in fiscal year 2023. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.5M, a strong 65% operating margin.

Mission

SHELL MUSEUM AND EDUCATIONAL FOUNDATION, INC. (THE "FOUNDATION") WAS ORGANIZED UNDER THE LAWS OF FLORIDA ON OCTOBER 1, 1986, AS A NON-PROFIT CORPORATION. THE FOUNDATION WAS ESTABLISHED TO OPERATE A CENTER IN SANIBEL, FLORIDA FOR PUBLIC EDUCATION AND FOR THE STUDY, RESEARCH, AND DISPLAY OF MOLLUSKS AND OTHER MARINE LIFE.

Program Service Accomplishments

Program 1

Expenses: $866,012 Revenue: $13,569

TO EDUCATE ABOUT SHELLS AND MOLLUSKS, THE SHELL-MAKERS, THROUGH EXHIBITS, EDUCATIONAL PROGRAMS, LIBRARY SERVICES AND PUBLICATIONS. TO FURTHER AWARENESS OF NATURE AND THE NATURAL ENVIRONMENT. TO...

TO EDUCATE ABOUT SHELLS AND MOLLUSKS, THE SHELL-MAKERS, THROUGH EXHIBITS, EDUCATIONAL PROGRAMS, LIBRARY SERVICES AND PUBLICATIONS. TO FURTHER AWARENESS OF NATURE AND THE NATURAL ENVIRONMENT. TO PROMOTE COLLECTION- BASED RESEARCH ON SHELLS AND MOLLUSKS WITH EMPHASIS ON SOUTHWEST FLORIDA AND THE GULF OF MEXICO. OPERATION OF A PUBLIC MUSEUM AND EDUCATIONAL CENTER FEATURES MORE THAN 30 EXHIBITS OF MOLLUSKS FROM AROUND THE WORLD. EXHIBITS ARE DEVOTED TO SHELLS IN ART AND HISTORY, SHELL HABITAT, RARE SPECIMENS, FOSSIL SHELLS, COMMON SOUTHWEST FLORIDA SHELLS, AND MORE. THE LEARNING LAB FEATURES A HANDS-ON PLAY AREA FOR CHILDREN, DISPLAYS, GAMES, AND A TANK WITH INDIGENOUS MOLLUSKS. A HALF-HOUR VIDEO, MOLLUSKS IN ACTION, IS SHOWN ON THE HOUR, AND A CHILDREN'S VIDEO IS SHOWN CONTINUOUSLY. THE MUSEUM STORE OFFERS A WIDE SELECTION OF SHELL BOOKS.

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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 $3,516,308

Program Service Revenue $13,569

Investment Income $187,528

Other Revenue $151,848

TOTAL REVENUE $3,869,253

Expense Breakdown

Grants Paid $0

Salaries & Benefits $107,481

Fundraising Expenses $99,221

Program Expenses $866,012

Other Expenses $1,247,027

TOTAL EXPENSES $1,354,508

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,869,253	$2,249,021	+0.7%
Expenses	$1,354,508	$2,085,255	-0.4%
Net Income	$2,514,745	$163,766	+14.4%

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

N/A

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

$139,632

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAMUEL ANKERSON	EXECUTIVE DI	40.00	Director	$107,481	$32,151	$139,632
MARK ANDERSON	TRUSTEE	0.50	Director	$0	$0	$0
CLAIR BECKMANN	SECRETARY	1.80	Officer Director	$0	$0	$0
SCOT CONGRESS	PRESIDENT	2.30	Officer Director	$0	$0	$0
GARY DYER	TRUSTEE	0.50	Director	$0	$0	$0
BARBARA ELLIS	TRUSTEE	1.80	Director	$0	$0	$0
ROGER GROGMAN	TREASURER	1.80	Officer Director	$0	$0	$0
TIFFANI KALIKO	TRUSTEE	1.00	Director	$0	$0	$0
MEGAN MARQUARDT	TRUSTEE	0.50	Director	$0	$0	$0
ARLENE MOWRY	TRUSTEE	0.50	Director	$0	$0	$0
FRAN PETERS	TRUSTEE	0.50	Director	$0	$0	$0
ELIZABETH SHEA PHD	TRUSTEE	0.50	Director	$0	$0	$0
KATE SERGEANT	TRUSTEE	0.50	Director	$0	$0	$0
LAURA SHAFFER	VICE PRESIDE	2.30	Officer Director	$0	$0	$0
RICH TOTH	TRUSTEE	0.50	Director	$0	$0	$0
MICHAEL YOUNG	TRUSTEE	0.50	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
2024	No data	No data	No data	No data
2023	$3,869,253	$1,354,508	$14,299,308	$2,514,745
2022	$2,249,021	$2,085,255	$11,405,595	$163,766
2021	$2,459,333	$1,762,392	$12,123,775	$696,941
2020	$2,503,626	$1,814,114	$12,145,184	$689,512
2019	$2,384,044	$1,438,987	$11,703,334	$945,057
2018	$3,538,888	$1,348,651	$9,397,107	$2,190,237

SHELL MUSEUM AND EDUCATIONAL FOUNDATION INC