CHARLES M SCHULZ MUSEUM AND RESEARCH CENTER (EIN 680422370) - 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

1999

Legal Domicile

Principal Officer

KENNETH RPENNINGTONCPA

Phone

7075794452

Tax Period

2023-07-01 to 2024-06-30

CHARLES M SCHULZ MUSEUM AND RESEARCH CENTER, founded in 1999, is a community nonprofit in the Arts, Culture & Humanities sector that reported $5.0M in total revenue in fiscal year 2023. Revenue surged 42% from the prior year, signaling strong growth momentum. Net assets of $56.7M represent 136 months of operating reserves.

Mission

THE PURPOSE IS TO OPERATE A MUSEUM AND RESEARCH CENTER TO CELEBRATE THE LIFE AND CREATIONS OF CHARLES M. SCHULZ, CREATOR OF THE PEANUTS COMIC STRIP.

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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 $643,870

Program Service Revenue $1,859,904

Investment Income $2,009,983

Other Revenue $478,392

TOTAL REVENUE $4,992,149

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,115,289

Fundraising Expenses $0

Program Expenses $2,845,073

Other Expenses $2,778,369

TOTAL EXPENSES $4,893,658

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,992,149	$3,522,372	+0.4%
Expenses	$4,893,658	$5,182,758	-0.1%
Net Income	$98,491	$-1,660,386	-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

Volunteers

251

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

$122,045

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEAN F SCHULZ	PRESIDENT	13.00	Officer Director	$0	$0	$0
BARBARA D GALLAGHER	SECRETARY	4.00	Officer Director	$0	$0	$0
KENNETH R PENNINGTON	TREASURER	9.00	Officer Director	$0	$0	$0
LUCY SHELTON CASWELL	DIRECTOR	3.00	Director	$0	$0	$0
MICHAEL SCHWAGER	DIRECTOR	1.00	Director	$0	$0	$0
ROSE MARIE MCDANIEL	DIRECTOR	3.00	Director	$0	$0	$0
MELISSA MENTA	DIRECTOR	2.00	Director	$0	$0	$0
LAURA WHITING	DIRECTOR	1.00	Director	$0	$0	$0
KAREN O'CONNELL	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK MCDONNELL	DIRECTOR	1.00	Director	$0	$0	$0
ROLAND THIBAULT	DIRECTOR	1.00	Director	$0	$0	$0
DEE RICHARDSON	DIRECTOR	1.00	Director	$0	$0	$0
ROBB ARMSTRONG	DIRECTOR	1.00	Director	$0	$0	$0
PAIGE BRADDOCK	DIRECTOR	1.00	Director	$0	$0	$0
JACQUELINE RADER	DIRECTOR OF BUSINESS OPERA	40.00	Key Emp	$118,490	$3,555	$122,045
GINA HUNTSINGER	MUSEUM DIRECTOR	40.00	Highest	$132,300	$39,127	$171,427

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	No data	No data	No data	No data
2024	$4,992,149	$4,893,658	$57,496,182	$98,491
2023	$3,522,372	$5,182,758	$54,837,515	$-1,660,386
2022	$7,090,440	$4,362,800	$54,104,711	$2,727,640
2021	$3,691,091	$4,229,877	$59,936,056	$-538,786
2020	$4,079,615	$4,499,879	$54,884,959	$-420,264
2019	$11,888,769	$4,162,672	$53,885,145	$7,726,097

CHARLES M SCHULZ MUSEUM AND RESEARCH CENTER