SOUTHWEST DAIRY MUSEUM INC (EIN 751899434) - 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

1982

Legal Domicile

Principal Officer

AMANDA PHELPS

Phone

9034396455

Tax Period

2024-01-01 to 2024-12-31

SOUTHWEST DAIRY MUSEUM INC, founded in 1982, is a community nonprofit in the Arts, Culture & Humanities sector that reported $4.1M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $3.9M left a modest 5% surplus.

Mission

TO DEVELOP AND DIRECT EFFECTIVE PROMOTION AND RESEARCH PROGRAMS IN ORDER TO INCREASE SALES OF AND DEMAND FOR ALL DAIRY PRODUCTS AND ADVANCE THE IMAGE OF DAIRY PRODUCERS.

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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 $3,615,591

Program Service Revenue $0

Investment Income $233,459

Other Revenue $257,323

TOTAL REVENUE $4,106,373

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,856,137

Fundraising Expenses $0

Program Expenses $2,541,643

Other Expenses $2,037,825

TOTAL EXPENSES $3,893,962

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,106,373	$3,657,563	+0.1%
Expenses	$3,893,962	$3,711,717	+0.0%
Net Income	$212,411	$-54,154	-4.9%

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

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
JAMES C HILL	CEO - RETIRED 2025	40.00		$178,341	$0	$178,341
TED BOERSMA	Board Member	1.00	Director	$0	$0	$0
MADELINE HETTINGA	Vice President	1.00	Officer Director	$0	$0	$0
LEE ROBEY	Secretary	1.00	Officer Director	$0	$0	$0
MIKE SCHOUTEN	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICK BYRNE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARGIE GRAHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES C HILL	BOARD MEMBER	40.00	Director	$0	$0	$0
NATHAN HAMMOCK	Treasurer	1.00	Officer Director	$0	$0	$0
ERIC OPITZ	President	1.00	Officer Director	$0	$0	$0
STEVE KORFF	BOARD MEMBER	1.00	Director	$0	$0	$0
TOMMY MOTLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSH HETTINGA	BOARD MEMBER	1.00	Director	$0	$0	$0
AMANDA PHELPS	CEO	40.00		$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	$4,106,373	$3,893,962	$7,144,386	$212,411
2023	$3,657,563	$3,711,717	$6,935,575	$-54,154
2022	$3,728,986	$3,558,121	$6,993,074	$170,865
2021	$3,600,738	$3,614,019	$6,816,069	$-13,281
2020	$4,208,782	$3,501,017	$7,724,224	$707,765
2019	$4,771,643	$4,729,526	$8,362,063	$42,117

SOUTHWEST DAIRY MUSEUM INC