GEORGIA O'KEEFFE MUSEUM (EIN 850437114) - 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

1995

Legal Domicile

Principal Officer

CODY HARTLEY

Phone

5059461000

Tax Period

2024-01-01 to 2024-12-31

GEORGIA O'KEEFFE MUSEUM, founded in 1995, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $10.9M in total revenue in fiscal year 2024. Revenue fell 37% from the prior year — a significant decline worth monitoring. Net assets of $136.1M represent 150 months of operating reserves.

Mission

THE GEORGIA O'KEEFFE MUSEUM CELEBRATES THE ART, LIFE AND INDEPENDENT SPIRIT OF GEORGIA O'KEEFFE.

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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 $1,824,978

Program Service Revenue $3,841,575

Investment Income $3,767,946

Other Revenue $1,472,036

TOTAL REVENUE $10,906,535

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,298,233

Fundraising Expenses $1,025,905

Program Expenses $8,238,105

Other Expenses $3,617,927

TOTAL EXPENSES $10,916,160

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,906,535	$17,376,246	-0.4%
Expenses	$10,916,160	$14,159,283	-0.2%
Net Income	$-9,625	$3,216,963	-1.0%

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

152

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

$600,590

Total Directors

Key Employees

$365,568

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID WARNOCK	TRUSTEE/BOARD CHAIR	2.30	Officer Director	$0	$0	$0
JANE BAGWELL	TRUSTEE/CO-CHAIR	2.30	Officer Director	$0	$0	$0
DONNA KINZER	TRUSTEE/TREASURER	2.30	Officer Director	$0	$0	$0
VAL ALONZO	TRUSTEE/SECRETARY	2.30	Officer Director	$0	$0	$0
RIC ABEL	TRUSTEE	2.30	Director	$0	$0	$0
GABRIELLE BACON	TRUSTEE	2.30	Director	$0	$0	$0
RONALD D BALSER	TRUSTEE	2.30	Director	$0	$0	$0
DIANE BUCHANAN	TRUSTEE	2.30	Director	$0	$0	$0
CIRA CROWELL	TRUSTEE	2.30	Director	$0	$0	$0
JULIE ENGLAND	TRUSTEE	2.30	Director	$0	$0	$0
KRISTINA FORT	TRUSTEE	2.30	Director	$0	$0	$0
ANNE FREDERICKS	TRUSTEE	2.30	Director	$0	$0	$0
FELICITAS FUNKE	TRUSTEE	2.30	Director	$0	$0	$0
WINDI GRIMES	TRUSTEE	2.30	Director	$0	$0	$0
SUSAN HIRSCH	TRUSTEE	2.30	Director	$0	$0	$0
ROBERT HOLLEYMAN	TRUSTEE	2.30	Director	$0	$0	$0
PAUL HORVATH	TRUSTEE	2.30	Director	$0	$0	$0
DONALD D HUMPHREYS	TRUSTEE	2.30	Director	$0	$0	$0
KEVIN KIRBY	TRUSTEE	2.30	Director	$0	$0	$0
RAYMOND R KRUEGER	TRUSTEE	2.30	Director	$0	$0	$0
NICOLE NAMINGHA	TRUSTEE	2.30	Director	$0	$0	$0
KAREN NEARBURG	TRUSTEE	2.30	Director	$0	$0	$0
D VEENA PARBOTEEAH	TRUSTEE	2.30	Director	$0	$0	$0
ELISA STUDE PYE	TRUSTEE	2.30	Director	$0	$0	$0
JAY S RALPH	TRUSTEE	2.30	Director	$0	$0	$0
GLENN RAMSDELL	TRUSTEE	2.30	Director	$0	$0	$0
CARLOS ROVELO	TRUSTEE	2.30	Director	$0	$0	$0
RAMONA SAKIESTEWA	TRUSTEE	2.30	Director	$0	$0	$0
CHRISTINE SCHUEPBACH	TRUSTEE	2.30	Director	$0	$0	$0
ROBERT SCHUPBACH	TRUSTEE	2.30	Director	$0	$0	$0
BARTON SHOWALTER	TRUSTEE	2.30	Director	$0	$0	$0
ANITA SMITH	TRUSTEE	2.30	Director	$0	$0	$0
JOCK SOTO	TRUSTEE	2.30	Director	$0	$0	$0
MARGO THOMA	TRUSTEE	2.30	Director	$0	$0	$0
WENDAL WIRTH	TRUSTEE	2.30	Director	$0	$0	$0
CODY HARTLEY	MUSEUM DIRECTOR	40.00	Officer	$371,516	$23,925	$395,441
JUDY SCHARMER	CHIEF FINANCIAL OFFICER	40.00	Officer	$195,979	$9,170	$205,149
JENNIFER FOLEY DEPUTY DIRECTOR	FOR COLLECTIONS/ENGAGEMENT	40.00	Key Emp	$164,952	$12,346	$177,298
BENJAMIN FINBERG	SENIOR DIRECTOR OF OPERATIONS	40.00	Key Emp	$170,744	$17,526	$188,270
COLLEEN KELLY DELAY SR DIR	ADVANCEMENT & COMMUNICATION	40.00	Highest	$203,056	$26,163	$229,219
SYLVIA LAROCQUE	DIRECTOR OF HUMAN RESOURCES	40.00	Highest	$130,704	$15,949	$146,653
ELIZABETH NEELY	CURATOR OF DIGITAL EXPERIENCE	40.00	Highest	$127,774	$16,276	$144,050
AGAPITA JUDY LOPEZ PROJECTS	DIR., ABIQUIU HISTORIC PROPERTIES	40.00	Highest	$104,776	$15,275	$120,051

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	$10,906,535	$10,916,160	$137,856,831	$-9,625
2023	$17,376,246	$14,159,283	$133,452,021	$3,216,963
2022	$10,107,270	$9,119,987	$127,693,958	$987,283
2021	$16,321,839	$7,843,364	$143,904,227	$8,478,475
2020	$8,795,076	$8,071,504	$164,315,725	$723,572
2019	$17,243,207	$9,658,558	$149,654,666	$7,584,649
2018	$36,765,666	$9,460,427	$130,070,586	$27,305,239

GEORGIA O'KEEFFE MUSEUM