WHEELWRIGHT MUSEUM FOUNDATION (EIN 850294127) - 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

1981

Legal Domicile

Principal Officer

JEFF GORDON

Phone

5059824636

Tax Period

2024-01-01 to 2024-12-31

WHEELWRIGHT MUSEUM FOUNDATION, founded in 1981, is a small nonprofit that reported $211K in total revenue in fiscal year 2024. Expenses of $739K exceeded revenue, resulting in a 250% operating deficit.

Mission

TO HOLD, INVEST, AND MANAGE THE ENDOWMENT FUND AND OTHER FUNDS OF THE WHEELWRIGHT MUSEUM OF THE AMERICAN INDIAN, A 501(C)(3) ORGANIZATION.

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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 $0

Program Service Revenue $0

Investment Income $210,923

Other Revenue $0

TOTAL REVENUE $210,923

Expense Breakdown

Grants Paid $679,476

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $679,476

Other Expenses $59,622

TOTAL EXPENSES $739,098

Year-over-Year Comparison

	2024	2023	Change
Revenue	$210,923	$221,200	0.0%
Expenses	$739,098	$258,444	+1.9%
Net Income	$-528,175	$-37,244	+13.2%

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

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
CHAD BURKHARDT	PRESIDENT	2.00	Officer Director	$0	$0	$0
NATHAN YOUNGBLOOD	DIRECTOR	4.00	Director	$0	$0	$0
JESSE MORRIS	SECRETARY	2.00	Officer Director	$0	$0	$0
JEFF GORDON	TREASURER	2.00	Officer Director	$0	$0	$0
RON FERGUSON	DIRECTOR	2.00	Officer 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	$210,923	$739,098	$7,502,175	$-528,175
2023	$221,200	$258,444	$7,341,879	$-37,244
2022	$2,083,329	$256,598	$7,250,844	$1,826,731
2021	$970,627	$209,365	$6,204,751	$761,262
2020	$617,903	$168,505	$4,953,517	$449,398
2019	$1,325,620	$204,142	$4,197,042	$1,121,478
2018	$439,075	$152,179	$2,688,329	$286,896

WHEELWRIGHT MUSEUM FOUNDATION