Fillmore Historical Museum Inc (EIN 952918650) - 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

1976

Legal Domicile

Principal Officer

Martha Gentry

Phone

8053402631

Tax Period

2024-01-01 to 2024-12-31

Fillmore Historical Museum Inc, founded in 1976, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $96K in total revenue in fiscal year 2024. Revenue surged 96% from the prior year, signaling strong growth momentum. The organization ran a surplus of $28K, a strong 29% operating margin.

Mission

Museum Exhibits

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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 $63,568

Program Service Revenue $7,805

Investment Income $18,791

Other Revenue $6,282

TOTAL REVENUE $96,446

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $27,529

Program Expenses $34,430

Other Expenses $68,846

TOTAL EXPENSES $68,846

Year-over-Year Comparison

	2024	2023	Change
Revenue	$96,446	$49,083	+1.0%
Expenses	$68,846	$63,159	+0.1%
Net Income	$27,600	$-14,076	-3.0%

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

N/A

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
Martha Gentry	President	12.00	Officer Director	$0	$0	$0
Jack Stethem	Vice President	3.00	Officer Director	$0	$0	$0
Beverly Hurst	Secretary	3.00	Officer Director	$0	$0	$0
Nancy Bowlin	Treasurer	3.00	Officer Director	$0	$0	$0
Tom Hardison	Director	3.00	Director	$0	$0	$0
Douglas Legan	Director	3.00	Director	$0	$0	$0
Joanna Michel	Director	3.00	Director	$0	$0	$0
Pat Morris	Director	3.00	Director	$0	$0	$0
Robert Morris	Director	3.00	Director	$0	$0	$0
Linda Robertson	Director	3.00	Director	$0	$0	$0
Carmen Zermeno	Director	3.00	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	$96,446	$68,846	$621,812	$27,600
2023	$49,083	$63,159	$575,492	$-14,076
2022	$43,268	$61,036	$565,160	$-17,768
2021	$36,605	$69,764	$641,662	$-33,159
2020	$152,670	$72,882	$666,279	$79,788
2019	$46,255	$63,409	$548,192	$-17,154
2018	$119,997	$108,231	$545,969	$11,766

Fillmore Historical Museum Inc