NATIONAL MEDAL OF HONOR MUSEUM FOUNDATION (EIN 900900556) - 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

2012

Legal Domicile

Principal Officer

CHRISTOPHER CASSIDY

Phone

8172741861

Tax Period

2023-01-01 to 2023-12-31

NATIONAL MEDAL OF HONOR MUSEUM FOUNDATION, founded in 2012, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $35.6M in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $25.8M, a strong 73% operating margin.

Mission

TO PRESERVE AND PRESENT THE STORIES OF INDIVIDUALS WHO HAVE RECEIVED THE MEDAL OF HONOR.

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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 $34,540,740

Program Service Revenue $0

Investment Income $844,774

Other Revenue $167,735

TOTAL REVENUE $35,553,249

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,101,215

Fundraising Expenses $1,952,998

Program Expenses $3,399,051

Other Expenses $5,515,851

TOTAL EXPENSES $9,714,585

Year-over-Year Comparison

	2023	2022	Change
Revenue	$35,553,249	$51,262,926	-0.3%
Expenses	$9,714,585	$7,312,787	+0.3%
Net Income	$25,838,664	$43,950,139	-0.4%

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

215

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

$2,246,387

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLOTTE JONES	CHAIRMAN	5.00	Officer Director	$0	$0	$0
PETER STENT	VICE CHAIRMAN	5.00	Officer Director	$0	$0	$0
DAVID BELLAVIA	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK BRADY	DIRECTOR	1.00	Director	$0	$0	$0
JACK JACOBS	DIRECTOR	1.00	Director	$0	$0	$0
BRITT SLABINSKI	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM SWENSON	DIRECTOR	1.00	Director	$0	$0	$0
DEBRA BURLINGAME	COMMITTEE CHAIRMAN	1.00	Director	$0	$0	$0
REED CORDISH	CORE COMMITTEE CHAIRMAN	1.00	Director	$0	$0	$0
THASUNDA BROWN DUCKETT	DIRECTOR	1.00	Director	$0	$0	$0
CAMI GOFF	DIRECTOR	1.00	Director	$0	$0	$0
MIKE HAYES	COMMITTEE CHAIRMAN	1.00	Director	$0	$0	$0
TOM HIGGINS	DIRECTOR	1.00	Director	$0	$0	$0
NEIL LEIBMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOEL S MARCUS	COMMITTEE CHAIRMAN	1.00	Director	$0	$0	$0
BRAD MELTZER	DIRECTOR	1.00	Director	$0	$0	$0
DOUG PARKER	COMMITTEE CHAIRMAN	1.00	Director	$0	$0	$0
HENRY ROSS PEROT III	DIRECTOR	1.00	Director	$0	$0	$0
THE HONORABLE JIM ROSS	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER SAMBAR	DIRECTOR	1.00	Director	$0	$0	$0
ALAN SCHWARTZ	FINANCE & INVESTMENT COMMI	1.00	Director	$0	$0	$0
NICHOLAS SINGER	DIRECTOR	1.00	Director	$0	$0	$0
AMBASSADOR CRAIG STAPLETON	DIRECTOR	1.00	Director	$0	$0	$0
THE HONORABLE REX TILLERSON	DIRECTOR	1.00	Director	$0	$0	$0
ALEXANDER H TISCH	DIRECTOR	1.00	Director	$0	$0	$0
JARED WEINSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
THE HONORABLE JEFF WILLIAMS PE	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW ZAMES	DIRECTOR	1.00	Director	$0	$0	$0
RYAN MCCARTHY	DIRECTOR	1.00	Director	$0	$0	$0
FAWN WEAVER	DIRECTOR	1.00	Director	$0	$0	$0
PAT PAYNE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL CALDWELL	ASSISTANT VP, VETERAN ENGAGEMENT	40.00	Officer	$161,500	$0	$161,500
ALEXANDRA RHUE	SVP, MUSEUM ENGAGEMENT & STRATEGIC INITIATIVES	40.00	Officer	$201,104	$0	$201,104
CHRISTOPHER CASSIDY	PRESIDENT & CEO	40.00	Officer	$327,138	$0	$327,138
EDWARD LENGEL	CHIEF HISTORIAN	40.00	Officer	$154,683	$0	$154,683
DARRRELL UTT	CHIEF OF OPERATIONS	40.00	Officer	$204,848	$0	$204,848
CORY CROWLEY	EVP	40.00	Officer	$220,000	$0	$220,000
JENNIFER SURGALSKI	CHIEF OF STRATEGY	20.00	Officer	$0	$0	$0
GREGORY WATERS	DIRECTOR OF CURATORIAL AFFAIRS	40.00	Officer	$142,289	$0	$142,289
KEVIN BASIK	CHIEF OF LEADERSHIP PROGRAMS	40.00	Officer	$225,000	$0	$225,000
ANTHONY BROCK	EXECUTIVE DIRECTOR, GRIFFIN INSTITUTE	40.00	Officer	$208,969	$0	$208,969
ELIZABETH EUDY	CFO	40.00	Officer	$160,890	$0	$160,890
KRISTIN VANDERGRIFF	DIRECTOR, DEVELOPMENT NO. TEXAS	40.00	Officer	$129,617	$0	$129,617
ELLYN METCALF	VP, EDUCATION	40.00	Officer	$110,349	$0	$110,349

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	$35,553,249	$9,714,585	$173,773,786	$25,838,664
2022	$51,262,926	$7,312,787	$149,710,500	$43,950,139
2021	$88,628,383	$5,277,326	$99,959,490	$83,351,057
2020	$12,681,458	$4,101,903	$10,701,591	$8,579,555
2019	$-4,310,506	$2,129,946	$859,312	$-6,440,452
2018	$1,426,304	$1,315,561	$12,584,070	$110,743

NATIONAL MEDAL OF HONOR MUSEUM FOUNDATION