MUSEUM OF THE SOUTHWEST (EIN 751229711) - 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

1965

Legal Domicile

Principal Officer

REBECCA LINEHAN

Phone

4326832882

Tax Period

2024-01-01 to 2024-12-31

MUSEUM OF THE SOUTHWEST, founded in 1965, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.3M in total revenue in fiscal year 2024. Expenses of $2.8M exceeded revenue, resulting in a 19% operating deficit.

Mission

THE MUSEUM OF THE SOUTHWEST WILL IMMERSE ITS VISITORS IN EXPERIENCES THAT WILL TRANSFORM THEIR UNIVERSE AND REVEAL NEW POSSIBILITIES. WE INSPIRE EXPLORATION AND INTERACTION WITH THE ARTS, SCIENCE, HISTORY, AND CULTURE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,504,256

Program Service Revenue $257,077

Investment Income $512,365

Other Revenue $71,382

TOTAL REVENUE $2,345,080

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,119,825

Fundraising Expenses $487,601

Program Expenses $1,918,693

Other Expenses $1,678,314

TOTAL EXPENSES $2,798,139

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,345,080	$2,428,474	0.0%
Expenses	$2,798,139	$3,827,453	-0.3%
Net Income	$-453,059	$-1,398,979	-0.7%

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

145

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

$27,692

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANA FLOYD HOSIAGER	PRESIDENT	1.50	Officer Director	$0	$0	$0
REBECCA LINEHAN	VICE PRESIDE	1.50	Officer Director	$0	$0	$0
DOUG SCHMIDT	SECRETARY	1.50	Officer Director	$0	$0	$0
DERBY GALLO	TREASURER	1.50	Officer Director	$0	$0	$0
CHELSEA PERVIER	PAST PRESIDE	1.50	Director	$0	$0	$0
STEVE POCSIK	DIRECTOR	1.50	Director	$0	$0	$0
KEVIN DAWSON	DIRECTOR	1.50	Director	$0	$0	$0
CHRISTINE SCHWARTZ	DIRECTOR	1.50	Director	$0	$0	$0
SANDRA JAVELLY	DIRECTOR	1.50	Director	$0	$0	$0
MAURI SCHARBAUER	DIRECTOR	1.50	Director	$0	$0	$0
BRONWYN DOWER	DIRECTOR	1.50	Director	$0	$0	$0
GINNY VAN DOREN-TRUONG	DIRECTOR	1.50	Director	$0	$0	$0
JIM LEETON	DIRECTOR	1.50	Director	$0	$0	$0
DUSTY BURGER	DIRECTOR	1.50	Director	$0	$0	$0
AARON MYERS	DIRECTOR	1.50	Director	$0	$0	$0
TROY GRAHAM	DIRECTOR	1.50	Director	$0	$0	$0
ELIZABETH RAINEY	DIRECTOR	1.50	Director	$0	$0	$0
KRISTIE JUMPER	DIRECTOR	1.50	Director	$0	$0	$0
INDIA FENDER	DIRECTOR	1.50	Director	$0	$0	$0
DIANNE ANDERSON	DIRECTOR	1.50	Director	$0	$0	$0
MISSY HAESE	DIRECTOR	1.50	Director	$0	$0	$0
KATHERINE SHANNON	EX DIR (OCT-	40.00	Officer	$27,692	$0	$27,692
MARY K MARSHALL	DEVELOPMENT	40.00	Highest	$106,745	$7,966	$114,711

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	$2,345,080	$2,798,139	$18,181,129	$-453,059
2024	$2,345,080	$2,798,139	$18,181,129	$-453,059
2023	$2,428,474	$3,827,453	$19,051,645	$-1,398,979
2022	$2,975,730	$3,439,874	$19,886,063	$-464,144
2021	$4,038,667	$2,335,062	$21,633,109	$1,703,605
2020	$1,725,482	$1,786,576	$19,849,985	$-61,094
2019	$5,678,745	$1,788,699	$19,250,091	$3,890,046
2018	$1,961,756	$1,828,396	$14,527,601	$133,360

MUSEUM OF THE SOUTHWEST