BIRMINGHAM MUSEUM OF ART ENDOWMENT TRUST (EIN 636188288) - 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

1951

Legal Domicile

Principal Officer

TINA PHILLIPS

Phone

2052542565

Tax Period

2024-07-01 to 2025-06-30

BIRMINGHAM MUSEUM OF ART ENDOWMENT TRUST, founded in 1951, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.2M in total revenue in fiscal year 2017. The organization ran a surplus of $1.4M, a strong 64% operating margin.

Mission

TO PROVIDE INCOME FOR THE OPERATIONS OF THE BIRMINGHAM MUSEUM OF ART

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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 (2024)

Revenue Breakdown

Contributions & Grants $4,410

Program Service Revenue $0

Investment Income $1,060,043

Other Revenue $0

TOTAL REVENUE $1,064,453

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,334,140

Other Expenses $1,334,203

TOTAL EXPENSES $1,334,203

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,064,453	$3,637,520	-0.7%
Expenses	$1,334,203	$1,571,943	-0.2%
Net Income	$-269,750	$2,065,577	-1.1%

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

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

$456,554

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRAXTON GOODRICH	ENDOWMENT COMMITTEE CHAIRM	1.00	Officer Director	$0	$0	$0
TRICIA WALLWORK	MUSEUM BOARD CHAIRMAN	1.00	Officer Director	$0	$0	$0
HENRY S LYNN JR	DIRECTOR	1.00	Director	$0	$0	$0
GRAHAM C BOETTCHER	MUSEUM DIRECTOR AND CEO	1.00	Officer	$0	$15,513	$277,175
TINA PHILLIPS	DIRECTOR OF FINANCE	1.00	Officer	$0	$2,186	$23,105
CHANTAL DRAKE	DEPUTY DIRECTOR	1.00	Officer	$0	$11,538	$156,274

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	$1,064,453	$1,334,203	$33,761,039	$-269,750
2024	No data	No data	No data	No data
2023	$632,831	$1,237,747	$26,361,696	$-604,916
2022	$1,079,884	$1,249,372	$25,093,912	$-169,488
2021	$676,728	$1,245,236	$30,570,277	$-568,508
2020	$602,238	$919,738	$25,387,839	$-317,500
2019	$1,841,111	$801,754	$25,403,383	$1,039,357
2018	$2,191,005	$790,728	$23,655,084	$1,400,277

BIRMINGHAM MUSEUM OF ART ENDOWMENT TRUST