VALDEZ MUSEUM & HISTORICAL ARCHIVE ASSOCIATION INC (EIN 920159463) - 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

1996

Legal Domicile

Principal Officer

FAITH REVELL

Phone

9078352764

Tax Period

2023-01-01 to 2023-12-31

VALDEZ MUSEUM & HISTORICAL ARCHIVE ASSOCIATION INC, founded in 1996, is a small nonprofit in the Arts, Culture & Humanities sector that reported $785K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $683K left a modest 13% surplus.

Mission

THE VALDEZ MUSEUM PRESERVES, PRESENTS, AND INTERPRETS THE HERITAGE AND CULTURE OF VALDEZ, THE COPPER RIVER BASIN, AND PRINCE WILLIAM SOUND, ALASKA.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $593,361

Program Service Revenue $156,600

Investment Income $226

Other Revenue $34,790

TOTAL REVENUE $784,977

Expense Breakdown

Grants Paid $0

Salaries & Benefits $448,894

Fundraising Expenses $44,889

Program Expenses $542,989

Other Expenses $233,621

TOTAL EXPENSES $682,515

Year-over-Year Comparison

	2023	2022	Change
Revenue	$784,977	$721,795	+0.1%
Expenses	$682,515	$707,991	0.0%
Net Income	$102,462	$13,804	+6.4%

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

$62,473

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNA LANE	DIRECTOR	1.00	Director	$0	$0	$0
GARY MINISH	PRESIDENT	7.00	Director	$0	$0	$0
RICHARD DUNKIN	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA BARBERIO	VICE PRESIDENT	5.00	Director	$0	$0	$0
JIM SHIRRELL	TREASURER	2.00	Director	$0	$0	$0
KAREN ALLRED	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE CULLEN	SECRETARY	2.00	Director	$0	$0	$0
NANCI HILL	DIRECTOR	2.00	Director	$0	$0	$0
KATIE CARR	DIRECTOR	1.00	Director	$0	$0	$0
FAITH REVELL	INTERIM EXECUTIVE DIRECTOR	40.00	Officer	$62,473	$0	$62,473

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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$784,977	$682,515	$535,318	$102,462
2022	$721,795	$707,991	$429,851	$13,804
2021	$617,040	$621,138	$412,960	$-4,098
2020	$657,055	$595,535	$432,094	$61,520
2019	$662,990	$639,246	$362,083	$23,744
2018	$625,507	$616,532	$335,481	$8,975

VALDEZ MUSEUM & HISTORICAL ARCHIVE ASSOCIATION INC