Mandarin Museum & Historical SocietyInc (EIN 593044701) - 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

1990

Legal Domicile

Principal Officer

Dr Patrick Plumlee

Phone

9042680784

Tax Period

2023-10-01 to 2024-09-30

Mandarin Museum & Historical SocietyInc, founded in 1990, is a small nonprofit in the Arts, Culture & Humanities sector that reported $364K in total revenue in fiscal year 2023. Revenue surged 288% from the prior year, signaling strong growth momentum. The organization ran a surplus of $252K, a strong 69% operating margin.

Mission

MMHS is a private, not-for profit, education and research institution, operated for the benefit of the entire community, whose mission is to research topics, collect, preserve, interpret, and exhibit documents and objects that relate to the history of Mandarin and its people.

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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 $335,212

Program Service Revenue $0

Investment Income $3,510

Other Revenue $25,062

TOTAL REVENUE $363,784

Expense Breakdown

Grants Paid $0

Salaries & Benefits $72,964

Fundraising Expenses $0

Program Expenses $104,947

Other Expenses $38,344

TOTAL EXPENSES $111,308

Year-over-Year Comparison

	2023	2022	Change
Revenue	$363,784	$93,658	+2.9%
Expenses	$111,308	$88,733	+0.3%
Net Income	$252,476	$4,925	+50.3%

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

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
Dr Patrick Plumlee	President	10.00	Officer Director	$0	$0	$0
Sandy Arpen	Vice President	40.00	Officer Director	$0	$0	$0
Dr Jim Waler	Secretary	10.00	Officer Director	$0	$0	$0
Steven Rawlins	Treasurer	10.00	Officer Director	$0	$0	$0
Virginia Barker	Director	1.00	Director	$0	$0	$0
Henry Davis	Director	1.00	Director	$0	$0	$0
Gabrielle Dempsey	Director	1.00	Director	$0	$0	$0
Karen Droege	Director	1.00	Director	$0	$0	$0
Hope Ferrigno	Director	1.00	Director	$0	$0	$0
Susan Ford	Director	1.00	Director	$0	$0	$0
Anne Morrow	Director	1.00	Director	$0	$0	$0
Michael Myers	Director	1.00	Director	$0	$0	$0
Karen Roumillat	Director	1.00	Director	$0	$0	$0
Roger Sallas	Director	1.00	Director	$0	$0	$0
Bruce Vacca	Director	1.00	Director	$0	$0	$0
Rev Roger LD Williams	Director	1.00	Director	$0	$0	$0
Mike Woodward	Director	1.00	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	$363,784	$111,308	$769,281	$252,476
2023	$93,658	$88,733	$518,393	$4,925
2022	$193,010	$50,877	$511,192	$142,133

Mandarin Museum & Historical SocietyInc