SHELL MUSEUM AND EDUCATIONAL FOUNDATION INC

EIN: 592775992 501(c)(3) Arts, Culture & Humanities

SANIBEL, FL

Total Revenue
$3,869,253
Total Expenses
$1,354,508
Total Assets
$14,299,308
Net Assets
$13,872,841
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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
FL
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

TO EDUCATE ABOUT SHELLS THROUGH EXHIBITS, EDUCATIONAL PROGRAMS, LIBRARY AND PUBLICATIONS; TO FURTHER AWARENESS OF NATURE; TO PROMOTE COLLECTION-BASED RESEARCH WITH EMPHASIS ON SOUTHWEST FLORIDA AND THE GULF OF MEXICO.

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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%)

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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

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Governance

Voting Members
16
Independent Members
16
Employees
N/A
Volunteers
52

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
4
$0
Total Directors
16
$139,632
Key Employees
0
$0
Highest Compensated
0
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
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