HISTORIC CAROUSEL AND MUSEUM (EIN 931102746) - 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

1989

Legal Domicile

Principal Officer

ROD PORSCHE

Phone

5414972934

Tax Period

2023-01-01 to 2023-12-31

HISTORIC CAROUSEL AND MUSEUM, founded in 1989, is a small nonprofit in the Arts, Culture & Humanities sector that reported $681K in total revenue in fiscal year 2023. Expenses of $862K exceeded revenue, resulting in a 27% operating deficit.

Mission

OPERATE A HISTORIC CAROUSEL AND MUSEUM

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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 $245,307

Program Service Revenue $182,892

Investment Income $17,191

Other Revenue $235,988

TOTAL REVENUE $681,378

Expense Breakdown

Grants Paid $5,182

Salaries & Benefits $370,331

Fundraising Expenses $0

Program Expenses $862,211

Other Expenses $486,698

TOTAL EXPENSES $862,211

Year-over-Year Comparison

	2023	2022	Change
Revenue	$681,378	$708,821	0.0%
Expenses	$862,211	$781,791	+0.1%
Net Income	$-180,833	$-72,970	+1.5%

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

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
JOHN BRADNER	PRESIDENT	007.00	Officer Director	$0	$0	$0
DIANNE NEGLAY	SECRETARY	005.00	Officer Director	$0	$0	$0
RENE MILLER	TREASURER	010.00	Officer Director	$0	$0	$0
COREY BARTON	BOARD MEMBER	001.00	Director	$0	$0	$0
RUTH SELLON	BOARD MEMBER	001.00	Director	$0	$0	$0
WENDY KIRBEY	FOUNDER	015.00	Officer Director	$0	$0	$0
RAY KOPCZYNSKI	VICE PRESIDENT	025.00	Officer Director	$0	$0	$0
DAWN BYRNES	BOARD MEMBER	005.00	Director	$0	$0	$0
ALEX JOHNSON II	BOARD MEMBER	001.00	Director	$0	$0	$0
ROBERT HEJL	BOARD MEMBER	001.00	Director	$0	$0	$0
SKY ERHARDT	BOARD MEMBER	001.00	Director	$0	$0	$0
MARK PATZIK	BOARD MEMBER	003.00	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
2024	No data	No data	No data	No data
2023	$681,378	$862,211	$7,750,725	$-180,833
2022	$708,821	$781,791	$7,913,995	$-72,970
2021	$498,675	$591,770	$7,981,141	$-93,095
2021	$484,519	$654,868	$8,163,151	$-170,349
2020	$586,647	$687,866	$8,321,069	$-101,219
2020	$586,647	$678,628	$8,330,307	$-91,981
2019	$550,297	$798,299	$8,444,552	$-248,002
2018	$541,888	$796,347	$8,681,992	$-254,459

HISTORIC CAROUSEL AND MUSEUM