Villa Finale Museum & Gardens (EIN 814436786) - 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

2016

Legal Domicile

Principal Officer

Jane Lewis

Phone

2102239800

Tax Period

2024-01-01 to 2024-12-31

Villa Finale Museum & Gardens, founded in 2016, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 65% from the prior year, signaling strong growth momentum. The organization ran a surplus of $570K, a strong 42% operating margin.

Mission

The Mission of Villa Finale is to interpret and steward its collections and site in order to foster an appreciation of the value of cultural heritage and historic preservation.

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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 $1,335,487

Program Service Revenue $10,226

Investment Income $19,928

Other Revenue $35

TOTAL REVENUE $1,365,676

Expense Breakdown

Grants Paid $0

Salaries & Benefits $498,697

Fundraising Expenses $40,379

Program Expenses $479,173

Other Expenses $297,198

TOTAL EXPENSES $795,895

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,365,676	$829,912	+0.6%
Expenses	$795,895	$832,007	0.0%
Net Income	$569,781	$-2,095	-273.0%

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

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
Jane Lewis	Executive Director	40.00		$127,767	$0	$127,767
Nancy H Avellar	Treasurer	1.00	Officer Director	$0	$0	$0
Jay Louden	Chairman	2.00	Officer Director	$0	$0	$0
Elizabeth Marie Lutz	Director	0.50	Director	$0	$0	$0
Olin Strauss	Director	0.50	Director	$0	$0	$0
Dru Van Steenberg	Director	1.00	Director	$0	$0	$0
Anthony White	Vice President	1.50	Officer Director	$0	$0	$0
Mallory Baird	Secretary	0.50	Officer Director	$0	$0	$0
Romanita Matta-Barrera	Director	0.50	Director	$0	$0	$0
Ryan Reed	Director	0.50	Director	$0	$0	$0
Al Rendon	Director	0.50	Director	$0	$0	$0
Jeff Schmidt	Director	0.50	Director	$0	$0	$0
Beth Wells	Director	0.50	Director	$0	$0	$0
Rick Wilson	Director	0.50	Director	$0	$0	$0
Georgina Podjenski	Director	0.50	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	$1,365,676	$795,895	$1,328,602	$569,781
2023	$829,912	$832,007	$507,783	$-2,095
2022	$732,263	$764,853	$520,816	$-32,590
2021	$791,460	$734,571	$549,289	$56,889
2020	$667,348	$691,227	$586,403	$-23,879

Villa Finale Museum & Gardens