BLUEGRASS HERITAGE MUSEUM INC (EIN 611377512) - 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

2001

Legal Domicile

Principal Officer

GARDNER WAGERS

Phone

8597451358

Tax Period

2024-07-01 to 2025-06-30

BLUEGRASS HERITAGE MUSEUM INC, founded in 2001, is a small nonprofit in the Arts, Culture & Humanities sector that reported $122K in total revenue in fiscal year 2024. Expenses of $168K exceeded revenue, resulting in a 38% operating deficit.

Mission

TO CONDUCT, PROMOTE AND PRESERVE THE HISTORY OF THE WINCHESTER, KY AREA AND TO EDUCATE THE PUBLIC ABOUT THE HERITAGE OF OUR REGION.

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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 $107,969

Program Service Revenue $4,878

Investment Income $8,980

Other Revenue $0

TOTAL REVENUE $121,827

Expense Breakdown

Grants Paid $0

Salaries & Benefits $58,920

Fundraising Expenses $0

Program Expenses $139,351

Other Expenses $108,926

TOTAL EXPENSES $167,846

Year-over-Year Comparison

	2024	2023	Change
Revenue	$121,827	$121,829	0.0%
Expenses	$167,846	$176,810	-0.1%
Net Income	$-46,019	$-54,981	-0.2%

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
MARY LOUISE BALDWIN	TREASURER	2.00	Officer Director	$0	$0	$0
ROBERT BLANTON	DIRECTOR	2.00	Director	$0	$0	$0
KIM BROOKSHIRE	SECRETARY	2.00	Officer Director	$0	$0	$0
ROSEMARY CAMPBELL	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS CONEY	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW DAVIDSON	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA DISNEY	DIRECTOR	2.00	Director	$0	$0	$0
JACK JONES	VICE-PRESIDE	2.00	Officer Director	$0	$0	$0
MARK MAIER	DIRECTOR	2.00	Director	$0	$0	$0
BRENDA ROYSE	DIRECTOR	2.00	Director	$0	$0	$0
SANDRA STULTS	EXECUTIVE-DI	40.00	Director	$0	$0	$0
MATTHEW TERRY	DIRECTOR	2.00	Director	$0	$0	$0
GARDNER WAGERS	PRESIDENT	5.00	Officer Director	$0	$0	$0
GARY WITT	DIRECTOR	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	$121,827	$167,846	$737,015	$-46,019
2024	$121,829	$176,810	$783,546	$-54,981
2021	$75,642	$120,764	$747,186	$-45,122
2019	$145,017	$155,260	$661,630	$-10,243

BLUEGRASS HERITAGE MUSEUM INC