MUSEUM OF AMERICAN HERITAGE

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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

1985

Legal Domicile

Principal Officer

JOHN RYON DAVIS

Phone

6503211004

Tax Period

2023-01-01 to 2023-12-31

MUSEUM OF AMERICAN HERITAGE, founded in 1985, is a small nonprofit in the Arts, Culture & Humanities sector that reported $467K in total revenue in fiscal year 2023. Revenue surged 523% from the prior year, signaling strong growth momentum. The organization ran a surplus of $158K, a strong 34% operating margin.

Mission

THE MUSEUM IS DEDICATED TO DEMONSTRATING MANKIND'S ABILITY TO ENHANCE HUMAN LIFE THROUGH TECHNOLOGICAL INNOVATION BY COLLECTING, PRESERVING AND EXHIBITING MECHANICAL AND ELECTRICAL ARTIFACTS.

Program Service Accomplishments

Program 1

Expenses: $230,096 Revenue: $17,186

THE MUSEUM PROVIDES GROUP TOURS, LECTURES AND EDUCATIONAL WORKSHOPS TO AN AVERAGE OF 8,000 MEMBERS OF THE GENERAL PUBLIC EACH YEAR.

Program 2

THE MUSEUM PRESERVES AND DISPLAYS ITS EXHIBITS AT THE WILLIAMS HOUSE. SOME OF THESE EXHIBITS INCLUDE A 1930'S KITCHEN, A 1920'S PRINT SHOP AND A PERIOD GENERAL STORE.

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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 $272,622

Program Service Revenue $1,765

Investment Income $18,344

Other Revenue $174,126

TOTAL REVENUE $466,857

Expense Breakdown

Grants Paid $0

Salaries & Benefits $131,992

Fundraising Expenses $18,969

Program Expenses $230,096

Other Expenses $177,255

TOTAL EXPENSES $309,247

Year-over-Year Comparison

	2023	2022	Change
Revenue	$466,857	$74,919	+5.2%
Expenses	$309,247	$296,645	+0.0%
Net Income	$157,610	$-221,726	-1.7%

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

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 A WALL	PRESIDENT/CHAIR	25.00	Officer Director	$0	$0	$0
BEVERLY J NELSON	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
JOHN RYON DAVIS	TREASURER	5.00	Officer Director	$0	$0	$0
STU SOFFER	BOARD MEMBER	1.00	Director	$0	$0	$0
KEN KORMANAK	BOARD MEMBER	5.00	Director	$0	$0	$0
ROBERT H KATZIVE	BOARD MEMBER	4.00	Director	$0	$0	$0
JUDITH LAUTMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
CARL B MOERDYKE	BOARD MEMBER EMERITUS	1.00	Director	$0	$0	$0
GIRVIN PETERS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES PACK	BOARD MEMBER EMERITUS	1.00	Director	$0	$0	$0
LEONARD ELY	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD DOUGLAS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES GILLIS	BOARD MEMBER EMERITUS	25.00	Director	$0	$0	$0
MARIAN ADAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE FABIAN	EXECUTIVE DIRECTOR	40.00	Officer	$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	$466,857	$309,247	$3,402,358	$157,610
2022	$74,919	$296,645	$3,154,537	$-221,726
2021	$426,178	$298,623	$3,408,464	$127,555
2020	$457,850	$308,654	$3,309,232	$149,196
2019	$445,914	$383,459	$3,207,374	$62,455
2018	$224,006	$316,974	$3,191,783	$-92,968