EVERETT MUSEUM OF HISTORY (EIN 916058397) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1954

Legal Domicile

Principal Officer

Barbara George

Phone

4252562520

Tax Period

2024-01-01 to 2024-12-31

EVERETT MUSEUM OF HISTORY, founded in 1954, is a small nonprofit in the Arts, Culture & Humanities sector that reported $180K in total revenue in fiscal year 2024. Expenses of $165K left a modest 8% surplus.

Mission

To connect the community with its heritage through educational exhibits, programs and events.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $179,582

Program Service Revenue $0

Investment Income $64

Other Revenue $0

TOTAL REVENUE $179,646

Expense Breakdown

Grants Paid $0

Salaries & Benefits $67,567

Fundraising Expenses $25,370

Program Expenses $134,417

Other Expenses $97,587

TOTAL EXPENSES $165,154

Year-over-Year Comparison

	2024	2023	Change
Revenue	$179,646	$184,754	0.0%
Expenses	$165,154	$172,839	0.0%
Net Income	$14,492	$11,915	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$37,090

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Barbara George	Executive Director	14	Key Emp	$37,090	$0	$37,090
Mike Duerr	President	3	Officer Director	$0	$0	$0
Joe Fitch	Vice President	2	Officer Director	$0	$0	$0
Joan Packard	Secretary/Treasurer	14	Officer Director	$0	$0	$0
Dan Gunderson	Past President	1	Director	$0	$0	$0
Steve Bertrand	Board Member	2	Director	$0	$0	$0
William Brown	Board Member	3.00	Director	$0	$0	$0
Karen Mathews	Board Member	2	Director	$0	$0	$0
Lee Mathews	Board Member	3	Director	$0	$0	$0
Bill Rucker	Board Member	3	Director	$0	$0	$0
Lita Sheldon	Board Member	4	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	$179,646	$165,154	$4,235,337	$14,492
2023	$184,754	$172,839	$4,222,179	$11,915
2022	$1,094,915	$165,745	$4,208,453	$929,170
2021	$543,455	$107,211	$3,354,898	$436,244
2020	$168,320	$173,025	$2,844,984	$-4,705
2019	$143,401	$212,689	$2,855,673	$-69,288

EVERETT MUSEUM OF HISTORY