MARGARET ACHESON STUART SOCIETY INC (EIN 593089566) - 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

1964

Legal Domicile

Principal Officer

SUSAN TAYLOR

Phone

7278962667

Tax Period

2024-06-01 to 2025-05-31

MARGARET ACHESON STUART SOCIETY INC, founded in 1964, is a small nonprofit in the Arts, Culture & Humanities sector that reported $244K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $140K, a strong 57% operating margin.

Mission

SUPPORT MUSEUM OF FINE ARTS, A 501(C)(3) ORGANIZATION

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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 (2024)

Revenue Breakdown

Contributions & Grants $264,250

Program Service Revenue $0

Investment Income $4,032

Other Revenue $-24,186

TOTAL REVENUE $244,096

Expense Breakdown

Grants Paid $0

Salaries & Benefits $59,380

Fundraising Expenses $26,503

Program Expenses $50,355

Other Expenses $44,533

TOTAL EXPENSES $103,913

Year-over-Year Comparison

	2024	2023	Change
Revenue	$244,096	$192,940	+0.3%
Expenses	$103,913	$203,423	-0.5%
Net Income	$140,183	$-10,483	-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

Volunteers

100

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
LISA FUNSCH	PRESIDENT	20.00	Officer Director	$0	$0	$0
SUSAN TAYLOR	PRESIDENT EL	20.00	Officer Director	$0	$0	$0
ELISE ELSBERRY	DEVELOPMENT	2.00	Officer Director	$0	$0	$0
MARY ANN WILL	MEMBERSHIP V	2.00	Officer Director	$0	$0	$0
CAROLYN BUCHANAN	COMMUNICATIO	2.00	Officer Director	$0	$0	$0
ANGELA MATHIAS	RECORDING SE	2.00	Officer Director	$0	$0	$0
JOANN BARGER	CORRESPONDIN	2.00	Officer Director	$0	$0	$0
CAROL TREICHEL	TREASURER	20.00	Officer Director	$0	$0	$0
PAM HATTON	PARLIAMENTAR	2.00	Director	$0	$0	$0
VACANT	DIGITAL CHAI	2.00	Director	$0	$0	$0
NANCY RUTLAND	MEMBERSHIP C	2.00	Director	$0	$0	$0
NATALIE DEVINCENTE	NOMINATING C	2.00	Director	$0	$0	$0
VICKI PISCITELLO	PROVISIONAL	2.00	Director	$0	$0	$0
REBECCA MALOWANY	PAST PRESIDE	2.00	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
2025	$244,096	$103,913	$260,653	$140,183
2024	$192,940	$203,423	$122,125	$-10,483
2023	$180,986	$123,670	$131,453	$57,316
2022	$165,156	$180,287	$72,237	$-15,131
2021	$178,952	$176,062	$86,243	$2,890
2020	$159,758	$137,906	$87,268	$21,852
2019	$234,041	$309,934	$75,101	$-75,893

MARGARET ACHESON STUART SOCIETY INC