MONROE COUNTY HERITAGE MUSEUM (EIN 631085886) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

WANDA GREEN

Phone

2515754200

Tax Period

2023-01-01 to 2023-12-31

MONROE COUNTY HERITAGE MUSEUM, founded in 1992, is a small nonprofit in the Arts, Culture & Humanities sector that reported $174K in total revenue in fiscal year 2020. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $39K, a strong 22% operating margin.

Mission

TO BRING PEOPLE AND HISTORY TOGETHER - FIRST HAND EXPERIENCE OBSERVING WELL PRESENTED DISPLAYS DESIGNED TO TELL THE STORY OF OUR PAST.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $92,991

Program Service Revenue $115,502

Investment Income $5,467

Other Revenue $62,833

TOTAL REVENUE $276,793

Expense Breakdown

Grants Paid $0

Salaries & Benefits $42,328

Fundraising Expenses $0

Program Expenses $278,870

Other Expenses $241,770

TOTAL EXPENSES $284,098

Year-over-Year Comparison

	2023	2022	Change
Revenue	$276,793	$249,682	+0.1%
Expenses	$284,098	$329,910	-0.1%
Net Income	$-7,305	$-80,228	-0.9%

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

N/A

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
JOHN GRIDER	PRESIDENT	1.00	Officer	$0	$0	$0
KATHRYN TAYLOR	V.P.	1.00	Officer	$0	$0	$0
PAT PEAVY	SECRETARY	1.00	Officer	$0	$0	$0
JOHN ESTES JR	TREASURER	1.00	Officer	$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
2024	No data	No data	No data	No data
2023	$276,793	$284,098	$944,538	$-7,305
2022	$249,682	$329,910	$939,347	$-80,228
2021	$219,693	$264,447	$1,006,645	$-44,754
2020	$173,949	$135,009	$1,047,553	$38,940

MONROE COUNTY HERITAGE MUSEUM