CHEEKWOOD BOTANICAL GARDEN AND MUSEUM OF ART (EIN 620627921) - 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

1962

Legal Domicile

Principal Officer

JANE O MACLEOD

Phone

6153568000

Tax Period

2024-01-01 to 2024-12-31

CHEEKWOOD BOTANICAL GARDEN AND MUSEUM OF ART, founded in 1962, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $20.7M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $18.7M left a modest 10% surplus.

Mission

CHEEKWOOD'S MISSION IS TO CELEBRATE AND PRESERVE CHEEKWOOD AS A HISTORICAL LANDMARK WHERE BEAUTY AND EXCELLENCE IN ART AND HORTICULTURE NURTURE THE SPIRIT AND SERVE AS INSPIRATION FOR A DIVERSE AND BROAD AUDIENCE. CHEEKWOOD WILL BE A LOCALLY CELEBRATED AND NATIONALLY RECOGNIZED DESTINATION RENOWNED FOR ITS DISTINCTIVE BEAUTY, HISTORICAL SIGNIFICANCE, AND EXCELLENCE IN ART AND HORTICULTURE.

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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 $9,203,755

Program Service Revenue $8,027,856

Investment Income $2,324,912

Other Revenue $1,187,272

TOTAL REVENUE $20,743,795

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,988,305

Fundraising Expenses $1,197,069

Program Expenses $15,289,627

Other Expenses $10,759,264

TOTAL EXPENSES $18,747,569

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,743,795	$18,448,204	+0.1%
Expenses	$18,747,569	$17,540,978	+0.1%
Net Income	$1,996,226	$907,226	+1.2%

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

288

Volunteers

2119

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

$741,229

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RONALD ROBERTS	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
MATT KISBER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOSH TRUSLEY	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
VICKI MCCLUGGAGE	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
SETH BERNSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
CLAY BLEVINS	BOARD MEMBER	1.00	Director	$0	$0	$0
MARTIN BROWN JR	BOARD MEMBER	1.00	Director	$0	$0	$0
KATE BURKE	BOARD MEMBER	1.00	Director	$0	$0	$0
LUCIE CAMMACK	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERRI NEAL CROWLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
KATIE CRUMBO	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID K CURTIS	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA DEBARTOLO	BOARD MEMBER	1.00	Director	$0	$0	$0
JAY DEMARCUS	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY TAYLOR GALLAGHER	BOARD MEMBER	1.00	Director	$0	$0	$0
ALBERTO R GONZALES	BOARD MEMBER	1.00	Director	$0	$0	$0
CARL T HALEY JR	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE D JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
LARRY KEELE	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA KRANC	BOARD MEMBER	1.00	Director	$0	$0	$0
NEIL KRUGMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
HAL LAWTON	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT LIPMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DEE PATEL	BOARD MEMBER	1.00	Director	$0	$0	$0
SAM PATEL	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBORAH K PITTS	BOARD MEMBER	1.00	Director	$0	$0	$0
BEN L RECHTER	BOARD MEMBER	1.00	Director	$0	$0	$0
BARRY STOWE	BOARD MEMBER	1.00	Director	$0	$0	$0
MIMI VAUGHN	BOARD MEMBER	1.00	Director	$0	$0	$0
CAMERON WELLS	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDE WILSON	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN MCLAUGHLIN WOOD	BOARD MEMBER	1.00	Director	$0	$0	$0
JANE MACLEOD	PRESIDENT & CEO	50.00	Officer	$497,426	$17,175	$514,601
DANIEL MILLER	CHIEF FINANCIAL OFFICER	50.00	Officer	$207,209	$19,419	$226,628
ELIZABETH MURDOCK	CHIEF OPERATING OFFICER	50.00	Highest	$188,801	$13,542	$202,343
PETER GRIMALDI	VP OF GARDENS & FACILITIES	50.00	Highest	$157,160	$19,273	$176,433
SARAH SPERLING	VP OF MUSEUM AFFAIRS	50.00	Highest	$112,000	$11,047	$123,047
PENNY BRUCKSE	VP OF HUMAN RESOURCES	50.00	Highest	$111,850	$17,317	$129,167
NATHALIE LAVINE	VP OF EDUCATION & OUTREACH	50.00	Highest	$117,826	$11,348	$129,174

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	$20,743,795	$18,747,569	$60,760,969	$1,996,226
2023	$18,448,204	$17,540,978	$58,845,548	$907,226
2022	$15,349,949	$15,475,500	$55,900,630	$-125,551
2021	$17,726,545	$13,314,768	$58,316,106	$4,411,777
2020	$16,046,388	$12,592,203	$53,259,841	$3,454,185
2019	$11,590,062	$10,579,957	$48,434,968	$1,010,105
2018	$13,835,965	$10,228,494	$45,029,516	$3,607,471

CHEEKWOOD BOTANICAL GARDEN AND MUSEUM OF ART