HEADLEY-WHITNEY MUSEUM INC

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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

1973

Legal Domicile

Phone

8592556653

Tax Period

2023-07-01 to 2024-06-30

HEADLEY-WHITNEY MUSEUM INC, founded in 1973, is a small nonprofit in the Arts, Culture & Humanities sector that reported $508K in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $473K left a modest 7% surplus.

Mission

THE MUSEUM SEEKS TO CONNECT PEOPLE WITH THEIR CULTURE AND THE CULTURE OF OTHERS THROUGH THE COLLECTIONS, INTERPRETATION AND EXHIBITION OF THE ARTS - JEWELRY, FURNITURE, PAINTINGS, PHOTOGRAPHY AND TEXTILES.

Program Service Accomplishments

Program 1

Expenses: $374,932 Revenue: $332,692

THE MUSEUM'S EDUCATIONAL PROGRAMS INFORM THE PUBLIC ABOUT THE SIGNIFICANCE OF OBJECTS OF THEIR CULTURE AND THE CULTURE OF OTHERS. PROGRAMS EXPLAIN TECHNIQUE, DESIGN, AND RECOGNIZE THE POLITICAL AND...

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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 $52,765

Program Service Revenue $332,692

Investment Income $120,202

Other Revenue $2,000

TOTAL REVENUE $507,659

Expense Breakdown

Grants Paid $0

Salaries & Benefits $100,054

Fundraising Expenses $28,673

Program Expenses $374,932

Other Expenses $373,101

TOTAL EXPENSES $473,155

Year-over-Year Comparison

	2023	2022	Change
Revenue	$507,659	$345,643	+0.5%
Expenses	$473,155	$290,984	+0.6%
Net Income	$34,504	$54,659	-0.4%

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

N/A

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

$68,462

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINA BELL	Executive Dir.	40.00	Director	$68,462	$0	$68,462
CATHY CLAY NEAL	President	2.00	Officer Director	$0	$0	$0
MARTINE HEAD	Director	2.00	Director	$0	$0	$0
DR JOSEPH R JONES	Secretary	2.00	Officer Director	$0	$0	$0
JACQUELINE OHRSTROM	Director	2.00	Director	$0	$0	$0
JENNIFER MADDEN	Director	2.00	Director	$0	$0	$0
DONNA WARD	Director	2.00	Director	$0	$0	$0
GUTHRIE ZARING	1ST V.P.	2.00	Officer Director	$0	$0	$0
CAROL FARMER	Director	2.00	Director	$0	$0	$0
GAIL HART	Director	2.00	Director	$0	$0	$0
DONNA HALL	Director	2.00	Director	$0	$0	$0
ELIZABETH BOONE	Director	2.00	Director	$0	$0	$0
JOHN BROOKS	Treasurer	2.00	Officer Director	$0	$0	$0
DR PHIL DESIMONE	Director	2.00	Director	$0	$0	$0
STANLEY MARCINEK JR	Director	2.00	Director	$0	$0	$0
CELESTE NEUMAN	Director	2.00	Director	$0	$0	$0
KASIA PATER	2ND V.P.	2.00	Officer 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	No data	No data	No data	No data
2024	$507,659	$473,155	$5,286,430	$34,504
2023	$345,643	$290,984	$4,972,838	$54,659
2022	$459,058	$389,035	$4,805,643	$70,023
2021	$196,362	$212,893	$5,115,060	$-16,531
2020	$302,775	$243,868	$4,695,945	$58,907
2019	$151,538	$242,911	$4,689,166	$-91,373
2018	$145,047	$292,208	$4,771,994	$-147,161