BISHOP MUSEUM OF SCIENCE AND NATUR… - Form 990 Financial Data

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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

1994

Legal Domicile

Principal Officer

WILLIAM BLALOCK

Phone

9417474483

Tax Period

2023-01-01 to 2023-12-31

BISHOP MUSEUM OF SCIENCE AND NATURE ENDOWMENT TRUST, founded in 1994, is a small nonprofit that reported $210K in total revenue in fiscal year 2023. Revenue fell 92% from the prior year — a significant decline worth monitoring. Expenses of $586K exceeded revenue, resulting in a 179% operating deficit.

Mission

THE BISHOP MUSEUM OF SCIENCE AND NATURE ENDOWMENT TRUST IS OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES INCLUDING DISTRIBUTIONS SOLELY TO THE BISHOP MUSEUM OF SCIENCE AND NATURE (EIN: 59-0598726) A 501(C)(3) ORGANIZATION

Program Service Accomplishments

Program 1

Expenses: $513,471

THE ORGANIZATION HAS ONLY ONE PURPOSE AND ONE ACCOMPLISHMENT - TO PROVIDE SUPPORT TO THE THE BISHOP MUSEUM OF SCIENCE AND NATURE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $210,345

Other Revenue $0

TOTAL REVENUE $210,345

Expense Breakdown

Grants Paid $513,471

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $513,471

Other Expenses $72,745

TOTAL EXPENSES $586,216

Year-over-Year Comparison

	2023	2022	Change
Revenue	$210,345	$2,796,143	-0.9%
Expenses	$586,216	$608,926	0.0%
Net Income	$-375,871	$2,187,217	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM BLALOCK	TRUSTEE	2.00	Director	$0	$0	$0
JEFF KING	TRUSTEE	2.00	Director	$0	$0	$0
CHRIS PENNEWILL	TRUSTEE	2.00	Director	$0	$0	$0
JOHN QUINLAN	TRUSTEE	2.00	Director	$0	$0	$0
MARTI KING	TRUSTEE	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
2024	No data	No data	No data	No data
2023	$210,345	$586,216	$16,818,491	$-375,871
2022	$2,796,143	$608,926	$15,327,410	$2,187,217
2021	$727,858	$431,954	$18,801,904	$295,904
2020	$879,267	$454,723	$17,396,650	$424,544
2019	$649,445	$523,791	$16,364,642	$125,654
2018	$753,323	$523,002	$14,666,192	$230,321

BISHOP MUSEUM OF SCIENCE AND NATURE ENDOWMENT TRUST