SHELDON MUSEUM & CULTURAL CENTER INC (EIN 920134317) - 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

1990

Legal Domicile

Principal Officer

KELLEEN ADAMS

Phone

9077662366

Tax Period

2020-07-01 to 2021-06-30

SHELDON MUSEUM & CULTURAL CENTER INC, founded in 1990, is a small nonprofit that reported $301K in total revenue in fiscal year 2020. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $93K, a strong 31% operating margin.

Mission

TO COLLECT, PRESERVE AND INTERPRET THE HISTORY AND ART OF THE CHILKAT VALLEY REGION.

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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 (2020)

Revenue Breakdown

Contributions & Grants $286,694

Program Service Revenue $5,464

Investment Income $16

Other Revenue $9,299

TOTAL REVENUE $301,473

Expense Breakdown

Grants Paid $0

Salaries & Benefits $77,075

Fundraising Expenses $5,369

Program Expenses $115,878

Other Expenses $131,320

TOTAL EXPENSES $208,395

Year-over-Year Comparison

	2020	2019	Change
Revenue	$301,473	$445,127	-0.3%
Expenses	$208,395	$324,343	-0.4%
Net Income	$93,078	$120,784	-0.2%

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
KELLEEN ADAMS	PRESIDENT	3.00	Officer Director	$0	$0	$0
JULIE KORSMEYER	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN CARLSON	TREASURER	1.00	Officer Director	$0	$0	$0
LORRAINE DUDZIK	SECRETARY	1.00	Officer Director	$0	$0	$0
SUE CHASEN	TRUSTEE	1.00	Director	$0	$0	$0
KIM CHETNEY	TRUSTEE	1.00	Director	$0	$0	$0
TIMOTHY ACKERMAN	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL MARKS	TRUSTEE	1.00	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
2021	$301,473	$208,395	$557,236	$93,078
2020	$445,127	$324,343	$483,934	$120,784
2019	$392,177	$363,189	$332,343	$28,988
2018	$348,825	$339,193	$292,612	$9,632

SHELDON MUSEUM & CULTURAL CENTER INC