Carriage & Western Art Museum of S… - Form 990 Financial Data

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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

1972

Legal Domicile

Principal Officer

Tom Peterson

Phone

8059622253

Tax Period

2023-01-01 to 2023-12-31

Carriage & Western Art Museum of Santa Barbara, founded in 1972, is a small nonprofit in the Arts, Culture & Humanities sector that reported $193K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Net assets of $1.0M represent 64 months of operating reserves.

Mission

To preserve carriages for public benefit.

Program Service Accomplishments

Program 1

Expenses: $140,518 Revenue: $97,550

Continuation of the preservation and restoration of carriages, repairing of saddles and tack, and the displaying and rental of the above for the benefit of the public.

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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 $86,289

Program Service Revenue $97,550

Investment Income $42

Other Revenue $8,909

TOTAL REVENUE $192,790

Expense Breakdown

Grants Paid $0

Salaries & Benefits $66,512

Fundraising Expenses $0

Program Expenses $140,518

Other Expenses $135,671

TOTAL EXPENSES $202,183

Year-over-Year Comparison

	2023	2022	Change
Revenue	$192,790	$157,330	+0.2%
Expenses	$202,183	$231,419	-0.1%
Net Income	$-9,393	$-74,089	-0.9%

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
Dylan Peterson	President	8.00	Officer Director	$0	$0	$0
Tom Peterson	Vice President/Treasurer	8.00	Officer Director	$0	$0	$0
Angela Miller-Bevan	Secretary	2.00	Officer Director	$0	$0	$0
Chuck Presley	Director	2.00	Director	$0	$0	$0
Peter Georgi	Director	2.00	Director	$0	$0	$0
Paul Uyesaka	Director	2.00	Director	$0	$0	$0
Clay Dickens	Director	1.00	Director	$0	$0	$0
Owen Schafer	Director	1.00	Director	$0	$0	$0
Brent Roach	Director	1.00	Director	$0	$0	$0
Richard Schwasnick	Director	1.00	Director	$0	$0	$0
Morgan Peterson	Director	1.00	Director	$0	$0	$0
Mike Danley	Director	1.00	Director	$0	$0	$0
John Parke	Director	1.00	Director	$0	$0	$0
Phil Unander	Director	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$192,790	$202,183	$1,029,216	$-9,393
2022	$157,330	$231,419	$1,035,017	$-74,089
2021	$220,248	$168,862	$1,103,479	$51,386
2020	$125,523	$131,317	$1,050,296	$-5,794
2019	$158,708	$178,326	$1,026,456	$-19,618
2018	$309,375	$133,448	$1,047,254	$175,927

Carriage & Western Art Museum of Santa Barbara