Nonprofit · EIN 13-3540880
MUSEUM OF AMERICAN FINANCE
Tax-exempt · NEW YORK, NY 10001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,881,726 | $1,827,560 | $54,166 | $686,102 | $670,412 | $15,690 |
| December 31, 2023 | 990 | $1,410,380 | $1,649,745 | -$239,365 | $463,184 | $534,577 | -$71,393 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,932,709
- Membership dues
- $2,900
- Program service revenue
- $20,391
- Investment income
- $6,320
- Net income from fundraising events
- -$77,694
- Other revenue
- -$77,694
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $217,539
- Other salaries and wages
- $761,442
- Salaries, compensation and benefits (total)
- $1,282,158
- Professional fundraising fees
- $0
- Legal fees
- $10,000
- Accounting fees
- $60,050
- Occupancy
- $67,893
- Depreciation
- $41,058
- Program services (functional)
- $1,193,602
- Management and general (functional)
- $307,698
- Fundraising (functional)
- $326,260
Balance sheet and other
- Total assets, start of year
- $463,184
- Total assets, end of year
- $686,102
- Total liabilities, end of year
- $670,412
- Net assets, end of year
- $15,690
- Net assets without donor restrictions
- -$506,523
- Net assets with donor restrictions
- $522,213
- Gross receipts
- $2,108,170
- Employees
- 9
- Volunteers
- 42
- Year formed
- 1982
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID COWEN | PRESIDENT/CEO Officer | 40 | $210,000 | $7,539 |
| MINDY ROSS | DIRECTOR OF EXTERNAL RELATIONS Highest-paid employee | 40 | $160,000 | $33,336 |
| KRISTIN AGUILERA | DEPUTY DIRECTOR Highest-paid employee | 40 | $127,000 | $47,621 |
| LINDA RAPACKI | MANAGING DIR. OF BUSINESS Highest-paid employee | 40 | $111,000 | $4,878 |
| PETER A COHEN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANDREA DE CHOLNOKY | CO-VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KAREN GEPHARDT | CO-VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SANFORD F CRYSTAL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ALVI ABUAF | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PETER AKWABOAH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SABRINA BAILEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GREGORY W BAUER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DOUGLAS CIFU | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARCY COHEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LAWRENCE CUNNINGHAM | TRUSTEE Trustee or director | 1 | $0 | $0 |
31 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICK CURTIN | TRUSTEE Trustee or director | 1 | $0 |
| JOHN P DAVIDSON III | TRUSTEE THRU MAY 2024 Trustee or director | 1 | $0 |
| RIC EDELMAN | TRUSTEE Trustee or director | 1 | $0 |
| CHARLES ELSON | TRUSTEE Trustee or director | 1 | $0 |
| EILEEN FAHEY | TRUSTEE Trustee or director | 1 | $0 |
| MARTIN FRIDSON | TRUSTEE Trustee or director | 1 | $0 |
| ADAM GOLDSTEIN | TRUSTEE Trustee or director | 1 | $0 |
| MARTHA CLARK GOSS | TRUSTEE Trustee or director | 1 | $0 |
| CORY GUNDERSON | TRUSTEE Trustee or director | 1 | $0 |
| KIRK HALDEMAN | TRUSTEE Trustee or director | 1 | $0 |
| BRADFORD HU | TRUSTEE THRU MAY 2024 Trustee or director | 1 | $0 |
| CAROL KAIMOWITZ | TRUSTEE Trustee or director | 1 | $0 |
| GLENN KAUFMAN | TRUSTEE Trustee or director | 1 | $0 |
| RANCH KIMBALL | TRUSTEE Trustee or director | 1 | $0 |
| MITTI LIEBERSOHN | TRUSTEE Trustee or director | 1 | $0 |
| CONSUELO MACK | TRUSTEE Trustee or director | 1 | $0 |
| JOE MECANE | TRUSTEE Trustee or director | 1 | $0 |
| JORGE NARIO | TRUSTEE Trustee or director | 1 | $0 |
| ANDERS NEMETH | TRUSTEE Trustee or director | 1 | $0 |
| EAMON NOLAN | TRUSTEE Trustee or director | 1 | $0 |
| ELIZABETH O'MELIA | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS PERRY | TRUSTEE Trustee or director | 1 | $0 |
| BRAD PETERSON | TRUSTEE Trustee or director | 1 | $0 |
| BOB PISANI | TRUSTEE Trustee or director | 1 | $0 |
| SCOTT REDDEL | TRUSTEE Trustee or director | 1 | $0 |
| MARK SHENKMAN | TRUSTEE Trustee or director | 1 | $0 |
| DAVID L SHULER | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD SYLLA PH D | TRUSTEE Trustee or director | 1 | $0 |
| SAUL VAN BEURDEN | TRUSTEE Trustee or director | 1 | $0 |
| DENNISON VERU | TRUSTEE Trustee or director | 1 | $0 |
| CHARLES V WAIT | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 47 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID COWEN | PRESIDENT/CEO Officer | 40 | $210,000 | $7,539 |
| MINDY ROSS | DIRECTOR OF EXTERNAL RELATIONS Highest-paid employee | 40 | $157,500 | $33,851 |
| KRISTIN AGUILERA | DEPUTY DIRECTOR Highest-paid employee | 40 | $121,000 | $45,341 |
| LINDA RAPACKI | MANAGING DIR. OF BUSINESS Highest-paid employee | 40 | $108,500 | $5,143 |
| PETER A COHEN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANDREA DE CHOLNOKY | CO-VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KAREN SEITZ | CO-VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SANFORD F CRYSTAL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ALVI ABUAF | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PETER AKWABOAH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SABRINA BAILEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GREGORY W BAUER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DOUGLAS CIFU | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARCY COHEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LAWRENCE CUNNINGHAM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PATRICK CURTIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN P DAVIDSON III | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PETER DAVIS | TRUSTEE THRU JAN 2023 Trustee or director | 1 | $0 | $0 |
| RIC EDELMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHARLES ELSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EILEEN FAHEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARTIN FRIDSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ADAM GOLDSTEIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARTHA CLARK GOSS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CORY GUNDERSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KIRK HALDEMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRADFORD HU | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CAROL KAIMOWITZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GLENN KAUFMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RANCH KIMBALL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MITTI LIEBERSOHN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CONSUELO MACK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOE MECANE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDERS NEMETH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EAMON NOLAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ELIZABETH O'MELIA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRIS PERRY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRAD PETERSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BOB PISANI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SCOTT REDDEL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARK SHENKMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID L SHULER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARIA E SMITH | TRUSTEE THRU NOV 2023 Trustee or director | 1 | $0 | $0 |
| RICHARD SYLLA PH D | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SAUL VAN BEURDEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DENNISON VERU | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHARLES V WAIT | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 368 NINTH AVE 6TH FLOOR, NEW YORK, NY 10001-0614
- Principal officer (990 for 2024)
- DAVID COWEN, 360 WEST 31ST STREET FLOOR 6, NEW YORK, NY 10001
- Signed the 990
- DAVID COWEN, PRESIDENT AND CEO
- Phone
- (212) 908-4110
- Website
- WWW.MOAF.ORG
- Return prepared by
- PKF O'CONNOR DAVIES LLP
Mission
FINANCE IMPACTS EVERYONE. AS A SOCIALLY RELEVANT ORGANIZATION, THE MUSEUM OF AMERICAN FINANCE SEEKS TO IMPROVE UNDERSTANDING OF THE INFLUENCE OF FINANCIAL INSTITUTIONS AND CAPITAL MARKETS ON THE U.S. AND GLOBAL ECONOMIES, AND ON INDIVIDUALS' LIVES. THE NATION'S ONLY INDEPENDENT MUSEUM DEDICATED TO FINANCE AND FINANCIAL HISTORY EDUCATES THE PUBLIC THROUGH EXHIBITS, FINANCIAL LITERACY PROGRAMS AND PUBLIC EVENTS. THE MUSEUM, AN AFFILIATE OF THE SMITHSONIAN INSTITUTION, SEEKS TO EMPOWER INDIVIDUALS OF ALL BACKGROUNDS TO STRIVE TOWARD FINANCIAL INDEPENDENCE, WHILE ENCOURAGING CURIOSITY AND DISCOVERY.
Program accomplishments
- COLLECTION AND EXHIBITION PROGRAMSIN 2024, THE MUSEUM SHOWCASED OBJECTS FROM ITS COLLECTIONS AT SEVERAL LOCATIONS, INCLUDING NEW YORK, ARIZONA, KENTUCKY AND MASSACHUSETTS. IN APRIL, IT OFFICIALLY LAUNCHED ITS NEW TRAVELING EXHIBIT, "FOUNDERS TO FUTURES: A COLLECTIONS SHOWCASE FROM THE MUSEUM OF AMERICAN FINANCE," WHICH FEATURES A SELECTION OF THE TENS OF THOUSANDS OF ARTIFACTS HELD BY THE MUSEUM. MANY DOCUMENTS HAVE BEEN SIGNED BY AMERICAN POLITICAL AND BUSINESS LEADERS FROM THE 18TH CENTURY THROUGH TODAY, WHILE OTHER OBJECTS HIGHLIGHT TECHNOLOGICAL INNOVATIONS THAT HAVE TRANSFORMED THE FINANCIAL SERVICES INDUSTRY. THIS EXHIBIT IS NOW AVAILABLE FOR BOOKING AT EVENTS AND VENUES ACROSS THE COUNTRY. ALSO IN 2024, THE MUSEUM AND ITS ARCHIVAL PRESERVATION PARTNER, HERITAGE WERKS, CONTINUED PHASE TWO OF THE WIDE-RANGING, MULTI-YEAR COLLECTION DIGITIZATION INITIATIVE, WHICH WAS MADE POSSIBLE THROUGH SUPPORT RECEIVED FROM PREVIOUS GALAS AND GENEROUS DONATIONS FROM MOAF BOARD MEMBERS. NEARLY 3,000 OF THE HIGHEST PRIORITY OBJECTS HAVE BEEN SCANNED, WITH THE SCANNING PROCESS CONTINUING IN 2025. HERITAGE WERKS ALSO PROVIDED ARCHIVAL SUPPORT FOR THE MUSEUM'S TRAVELING EXHIBITION, LOANS AND OTHER COLLECTIONS PROJECTS, HELPING TO MAKE THE COLLECTION MORE ACCESSIBLE FOR BOTH DIGITAL AND PHYSICAL INITIATIVES.Expenses $664,518 · revenue $20,077
- COMMUNITY OUTREACH AND EDUCATIONFINANCIAL EDUCATION IS AT THE HEART OF THE MUSEUM'S MISSION, AND MORE THAN 113,300 STUDENTS HAVE PARTICIPATED IN ITS EDUCATION PROGRAMS. A HIGHLIGHT OF THE MUSEUM'S EDUCATIONAL INITIATIVES IS THE MUSEUM FINANCE ACADEMY (MFA), A UNIQUE PERSONAL FINANCE CERTIFICATE COURSE OFFERED FREE OF CHARGE TO HIGH SCHOOL JUNIORS AND SENIORS. THE PROGRAMWHICH IS CURRENTLY PRESENTED IN AN ONLINE FORMAT PROVIDES A FOUNDATION IN PERSONAL FINANCE. THIS PROGRAM IS OFFERED IN THE SPRING AND FALL, WITH THE OPPORTUNITY FOR THE TOP-ACHIEVING STUDENTS TO EARN PARTIAL COLLEGE SCHOLARSHIPS. IN 2023, THE MUSEUM EXPANDED THE MFA WITH A PILOT SUMMER PROGRAM IN PARTNERSHIP WITH THE NEW YORK PUBLIC LIBRARY, WHICH CONTINUED IN 2024; 1,190 STUDENTS PARTICIPATED IN THIS PROGRAM IN ITS FIRST TWO YEARS. THE MUSEUM ALSO OFFERS A ROBUST SERIES OF MORE THAN 30 PUBLIC EVENTS PER YEAR. AMONG THE DISTINGUISHED PARTICIPANTS ARE NOBEL LAUREATES AND INDUSTRY LEADERS, AS WELL AS AWARD WINNING AUTHORS. MUCH OF THE MUSEUM'S PROGRAMMING SHIFTED TO A VIRTUAL FORMAT IN MARCH 2020, LEADING TO AN EXPANDED NUMBER OF EVENTS AND A FOUR-FOLD INCREASE IN ATTENDANCE. IN 2024, PROGRAMS WERE OFFERED IN BOTH IN-PERSON AND VIRTUAL FORMATS. FEATURED SPEAKERS INCLUDED IAN BREMMER, PAULINA BREN, JOSH BROWN, JENNIFER BURNS, LAWRENCE CUNNINGHAM, TOM GAYNER, DONALD GRAHAM, MARK HIGGINS, RONALD OLSON, DANIEL SCHULMAN, TEVI TROY, FAREED ZAKARIA AND PAOLO ZANNONI, AMONG MANY OTHERS. FAREED ZAKARIA AND IAN BREMMER DISCUSSED ZAKARIA'S NEW BOOK, AGE OF REVOLUTIONS, AT A MOAF/FORDHAM GABELLI CENTER PROGRAM IN APRIL. THE MAJORITY OF THE MUSEUM'S PROGRAMS ARE PRESENTED IN PARTNERSHIP WITH THE FORDHAM UNIVERSITY GABELLI CENTER FOR GLOBAL SECURITY ANALYSIS. TWO SPONSORED PANEL DISCUSSIONS FOCUSED ON "AI AND FINANCE AND "CALLING THE SHOTS: INVESTING IN SPORTS." IN 2024, THE MUSEUM ALSO CONTINUED ITS PARTNERSHIP WITH THE NEW YORK PUBLIC LIBRARY'S THOMAS YOSELOFF BUSINESS CENTER ON A FREE FINANCIAL EDUCATION SERIES FOR ADULTS, TITLED "INVESTING A TO Z," AS WELL AS A FREE SERIES ON RETIREMENT PLANNING, TITLED "RETIREMENT A TO Z." BOTH OF THESE PROGRAMS ATTRACTED LARGE NATIONAL AND INTERNATIONAL AUDIENCESWITH NEARLY 7,000 TOTAL PARTICIPANTSAND CONTINUE IN 2025.Expenses $529,084 · revenue $314
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 13-3540880
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $686,102
- Income (IRS master file)
- $2,108,170
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,881,726 | $1,827,560 | $686,102 | IRS |
| 990 | December 2023 | $1,410,380 | $1,649,745 | $463,184 | XML |
| 990 | December 2022 | $1,493,048 | $1,642,801 | $534,602 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3540880).
Questions about MUSEUM OF AMERICAN FINANCE
- What is the EIN of MUSEUM OF AMERICAN FINANCE?
- The employer identification number (EIN) of MUSEUM OF AMERICAN FINANCE is 13-3540880.
- Is MUSEUM OF AMERICAN FINANCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to MUSEUM OF AMERICAN FINANCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MUSEUM OF AMERICAN FINANCE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MUSEUM OF AMERICAN FINANCE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MUSEUM OF AMERICAN FINANCE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MUSEUM OF AMERICAN FINANCE?
- The 990 for the year ended December 31, 2024 names DAVID COWEN.
- Who are the officers and directors of MUSEUM OF AMERICAN FINANCE?
- The 990 for the year ended December 31, 2024 lists 46 people; 4 received compensation from the organization, the highest $210,000 (DAVID COWEN, PRESIDENT/CEO).
- How much revenue does MUSEUM OF AMERICAN FINANCE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,881,726, expenses of $1,827,560 and total assets of $686,102 at year end.
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