ALEX HALEY MUSEUM ASSOCIATION (EIN 621299662) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Phone

7317382240

Tax Period

2024-07-01 to 2025-06-30

ALEX HALEY MUSEUM ASSOCIATION, founded in 1985, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $97K in total revenue in fiscal year 2024. Expenses of $93K left a modest 4% surplus.

Mission

THE ASSOCIATION MAINTAINS THE BOYHOOD HOME OF ALEX HALEY, AUTHOR OF THE BOOK ROOTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $77,485

Program Service Revenue $11,283

Investment Income $482

Other Revenue $7,262

TOTAL REVENUE $96,512

Expense Breakdown

Grants Paid $0

Salaries & Benefits $43,282

Fundraising Expenses $0

Program Expenses $92,865

Other Expenses $49,583

TOTAL EXPENSES $92,865

Year-over-Year Comparison

	2024	2023	Change
Revenue	$96,512	$90,663	+0.1%
Expenses	$92,865	$106,526	-0.1%
Net Income	$3,647	$-15,863	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILLIS BARLOW	PRESIDENT	5.00	Director	$0	$0	$0
DOROTHY BOND	SECRETARY	5.00	Director	$0	$0	$0
BEAUTON MATTHEWS	BOARD MEMBER	1.00	Director	$0	$0	$0
PAM SIRMANS	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD GRIFFIN	SITE MANAGER	35.00	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	$96,512	$92,865	$180,131	$3,647
2024	$90,663	$106,526	$160,157	$-15,863
2023	$97,622	$91,299	$174,330	$6,323
2022	$111,303	$80,985	$169,702	$30,318
2021	$92,753	$103,665	$141,141	$-10,912
2020	$94,868	$99,935	$151,368	$-5,067
2019	$97,470	$109,832	$157,775	$-12,362

ALEX HALEY MUSEUM ASSOCIATION