Cave Creek Museum (EIN 942404270) - 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

1970

Legal Domicile

Principal Officer

Jo Ann Stuckey

Phone

4804882764

Tax Period

2024-06-01 to 2025-05-31

Cave Creek Museum, founded in 1970, is a small nonprofit in the Arts, Culture & Humanities sector that reported $400K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $198K, a strong 49% operating margin.

Mission

To provide a museum open to the public for the purpose of displaying and preserving historical, western and Native American artifacts.

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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 (2024)

Revenue Breakdown

Contributions & Grants $329,341

Program Service Revenue $34,430

Investment Income $32,562

Other Revenue $3,385

TOTAL REVENUE $399,718

Expense Breakdown

Grants Paid $0

Salaries & Benefits $86,075

Fundraising Expenses $16,944

Program Expenses $157,110

Other Expenses $116,130

TOTAL EXPENSES $202,205

Year-over-Year Comparison

	2024	2023	Change
Revenue	$399,718	$478,840	-0.2%
Expenses	$202,205	$272,059	-0.3%
Net Income	$197,513	$206,781	0.0%

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

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
David Griffiths	Board Member	2.00	Director	$0	$0	$0
David Ackerman	Board Member	2.00	Director	$0	$0	$0
Reg Monachino	Board Member	2.00	Director	$0	$0	$0
Tamsin Wolff	Board Member	2.00	Director	$0	$0	$0
Keith Otsuka	Treasurer	2.00	Officer	$0	$0	$0
Marcia DAlessandro	Vice President	2.00	Officer	$0	$0	$0
Pat OBrien	President	2.00	Officer	$0	$0	$0
Tammy Causey	Secretary	2.00	Officer	$0	$0	$0
Jo Ann Stuckey	Executive Director	40.00	Officer Key Emp	$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
2025	$399,718	$202,205	$1,228,690	$197,513
2024	$478,840	$272,059	$1,007,570	$206,781
2023	$263,195	$221,108	$800,763	$42,087
2022	$287,942	$160,422	$755,053	$127,520
2021	$154,756	$258,679	$671,165	$-103,923
2020	$188,417	$162,324	$950,082	$26,093
2019	$147,590	$148,674	$911,606	$-1,084

Cave Creek Museum