Rutherford B H Yates Museum Inc (EIN 760536349) - 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

1996

Legal Domicile

Principal Officer

Byron D Cobbin

Phone

7137390163

Tax Period

2023-01-01 to 2023-12-31

Rutherford B H Yates Museum Inc, founded in 1996, is a small nonprofit in the Education sector that reported $182K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $218K exceeded revenue, resulting in a 20% operating deficit.

Mission

To promote preservation, education, archaeology, & research of African Diaspora history focusing on the period of enslavement & post-slavery era in the Gulf Coast Region of Texas & its connections to other regions in the world.

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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 $179,604

Program Service Revenue $940

Investment Income $13

Other Revenue $1,463

TOTAL REVENUE $182,020

Expense Breakdown

Grants Paid $500

Salaries & Benefits $0

Fundraising Expenses $7,435

Program Expenses $207,812

Other Expenses $215,035

TOTAL EXPENSES $218,281

Year-over-Year Comparison

	2023	2022	Change
Revenue	$182,020	$167,525	+0.1%
Expenses	$218,281	$244,980	-0.1%
Net Income	$-36,261	$-77,455	-0.5%

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

126

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
Byron D Cobbin	Chairman-President	5.00	Officer Director	$0	$0	$0
Kristan Crapps	1st Vice President	5.00	Officer Director	$0	$0	$0
Sarah Trotty PhD	2nd Vice President	5.00	Officer Director	$0	$0	$0
Kathy Ploch CPA	Treasurer	10.00	Officer Director	$0	$0	$0
Catherine Roberts	Director	25.00	Officer Director	$0	$0	$0
Carolyn Burnley	Secretary	5.00	Officer Director	$0	$0	$0
Theophilus Herrington PhD	Immediate Past Chairman	10.00	Officer Director	$0	$0	$0
Margaret Boulware	Director	5.00	Director	$0	$0	$0
Alfred Henson PhD	Director	5.00	Director	$0	$0	$0
Kareem Heshmat	Director	5.00	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	$182,020	$218,281	$1,552,385	$-36,261
2022	$167,525	$244,980	$1,588,707	$-77,455
2021	$686,547	$255,141	$1,666,326	$431,406
2020	$145,366	$95,853	$1,234,696	$49,513
2019	$56,904	$54,908	$1,185,181	$1,996
2018	$50,736	$47,495	$1,183,750	$3,241

Rutherford B H Yates Museum Inc