MCDOWELL HOUSE MUSEUM INC (EIN 611147962) - 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

1988

Legal Domicile

Principal Officer

JANET HAMNER

Tax Period

2023-07-01 to 2024-06-30

MCDOWELL HOUSE MUSEUM INC, founded in 1988, is a small nonprofit that reported $134K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Net assets of $1.4M represent 126 months of operating reserves.

Mission

To preserve and maintain the historic McDowell House, the attached apothecary shop and the surrounding grounds to seek, collect, and exhibit materials that which are appropriate while Dr. McDowell practiced from 1795-1820 and to tell of Dr. McDowells work and contributions to modern medicine.

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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 $92,204

Program Service Revenue $3,791

Investment Income $24,010

Other Revenue $14,106

TOTAL REVENUE $134,111

Expense Breakdown

Grants Paid $0

Salaries & Benefits $84,732

Fundraising Expenses $1,331

Program Expenses $136,723

Other Expenses $58,835

TOTAL EXPENSES $143,567

Year-over-Year Comparison

	2023	2022	Change
Revenue	$134,111	$148,707	-0.1%
Expenses	$143,567	$146,337	0.0%
Net Income	$-9,456	$2,370	-5.0%

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

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
Janet Hamner	Chair	001.00	Officer Director	$0	$0	$0
Dr John W Collins	Vice Chair	001.00	Officer Director	$0	$0	$0
Dr Thomas A Courtenay	Director	001.00	Director	$0	$0	$0
Dr Barry Spoonamore	Director	001.00	Director	$0	$0	$0
Dr Charles E Martin	Director	001.00	Director	$0	$0	$0
Dr Mark Evers	Director	001.00	Director	$0	$0	$0
Dr Meredith Clouse	Director	001.00	Director	$0	$0	$0
Dr Michael D Rankin	Director	001.00	Director	$0	$0	$0
Jason P Dean	Director	001.00	Director	$0	$0	$0
Bunny Scutchfield	Director	001.00	Director	$0	$0	$0
Linda Porter	Director	001.00	Director	$0	$0	$0
David Hall	Director	001.00	Director	$0	$0	$0
Sue Pease	Director	001.00	Director	$0	$0	$0
James Critchfield	Director	001.00	Director	$0	$0	$0
Paul Bodner	Director	001.00	Director	$0	$0	$0
Sharon Clouse	Director	001.00	Director	$0	$0	$0
Carol Senn	Executive Director	015.00	Key Emp	$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	$134,111	$143,567	$1,412,507	$-9,456
2023	$148,707	$146,337	$1,412,863	$2,370
2022	$189,965	$105,982	$1,507,667	$83,983
2021	$106,887	$110,648	$1,462,128	$-3,761
2020	$523,686	$119,179	$1,194,963	$404,507
2019	$102,512	$104,619	$818,861	$-2,107
2018	$103,319	$119,499	$821,923	$-16,180

MCDOWELL HOUSE MUSEUM INC