MORRIS JUMEL MANSION INC (EIN 132800646) - 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

1904

Legal Domicile

Principal Officer

CATHERINE HUGHES

Phone

2129238008

Tax Period

2024-06-01 to 2025-05-31

MORRIS JUMEL MANSION INC, founded in 1904, is a small nonprofit in the Arts, Culture & Humanities sector that reported $304K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $385K exceeded revenue, resulting in a 26% operating deficit.

Mission

EDUCATE AND PROMOTE THE MUSEUM TO 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 (2024)

Revenue Breakdown

Contributions & Grants $204,351

Program Service Revenue $83,620

Investment Income $16,340

Other Revenue $0

TOTAL REVENUE $304,311

Expense Breakdown

Grants Paid $0

Salaries & Benefits $288,526

Fundraising Expenses $68,278

Program Expenses $148,578

Other Expenses $96,422

TOTAL EXPENSES $384,948

Year-over-Year Comparison

	2024	2023	Change
Revenue	$304,311	$366,499	-0.2%
Expenses	$384,948	$378,990	+0.0%
Net Income	$-80,637	$-12,491	+5.5%

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

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

$87,666

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GLENORCHY CAMPBELL	PRESIDENT	15.00	Officer Director	$0	$0	$0
ALEXANDER CAMPOS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
WAYNE BENJAMIN	VICE PRESIDENT	7.00	Officer Director	$0	$0	$0
WARREN WHITLOCK	TREASURER	2.00	Officer Director	$0	$0	$0
SUSAN ARNOT HEANEY	SECRETARY	7.00	Officer Director	$0	$0	$0
ANTONIO BURR	TRUSTEE	0.05	Director	$0	$0	$0
CAMILLA SALY	TRUSTEE	0.50	Director	$0	$0	$0
IVY FAIRCHILD	TRUSTEE	10.00	Director	$0	$0	$0
JAMES KERR	TRUSTEE	0.05	Director	$0	$0	$0
LISA KOENIGSBERG	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL UNTHANK	TRUSTEE	0.05	Director	$0	$0	$0
RUTH FISCHBACH	TRUSTEE	0.05	Director	$0	$0	$0
CATHERINE H HUGHES	EXECUTIVE DIRECTOR	40.00	Officer	$73,952	$13,714	$87,666

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	$304,311	$384,948	$525,467	$-80,637
2024	$366,499	$378,990	$582,767	$-12,491
2023	$351,494	$413,532	$538,107	$-62,038
2022	$561,200	$400,682	$610,724	$160,518
2021	$308,402	$308,496	$693,291	$-94
2020	$356,669	$484,095	$559,871	$-127,426
2019	$317,890	$741,247	$614,581	$-423,357
2018	$668,422	$962,565	$1,132,509	$-294,143
2017	$420,924	$1,096,669	$1,479,232	$-675,745

MORRIS JUMEL MANSION INC