THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION (EIN 166094785) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Principal Officer

CHRISTOPHER E COPELAND

Phone

7168840095

Tax Period

2023-10-01 to 2024-09-30

THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION, founded in 1967, is a small nonprofit that reported $712K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year.

Mission

TO PRESERVE AND EDUCATE THE PUBLIC ON THE THEODORE ROOSEVELT INAUGURAL NATIONAL HISTORIC SITE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $546,387

Program Service Revenue $114,693

Investment Income $3,132

Other Revenue $47,727

TOTAL REVENUE $711,939

Expense Breakdown

Grants Paid $0

Salaries & Benefits $423,075

Fundraising Expenses $62,241

Program Expenses $461,464

Other Expenses $347,391

TOTAL EXPENSES $770,466

Year-over-Year Comparison

	2023	2022	Change
Revenue	$711,939	$781,174	-0.1%
Expenses	$770,466	$595,615	+0.3%
Net Income	$-58,527	$185,559	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$85,501

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER E COPELAND	PRESIDENT	1.00	Officer Director	$0	$0	$0
KEVIN T KELLY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BRADLEY A HOPPE	SECRETARY	1.00	Officer Director	$0	$0	$0
GEOFFREY M MCDERMID CLTC LUTCF	TREASURER	1.00	Officer Director	$0	$0	$0
RONALD J BATTAGLIA JR	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL J CAVANAUGH	TRUSTEE	1.00	Director	$0	$0	$0
MARK J DEPALMA	TRUSTEE	1.00	Director	$0	$0	$0
BRUCE J DIERENFIELD	TRUSTEE	1.00	Director	$0	$0	$0
CATHERINE A GURA	TRUSTEE	1.00	Director	$0	$0	$0
D DOUGLAS HOPKINS	TRUSTEE	1.00	Director	$0	$0	$0
ERIN C KLASS MBA	TRUSTEE	1.00	Director	$0	$0	$0
JEAN SHEILA M SANDERS	TRUSTEE	1.00	Director	$0	$0	$0
BRYCE A SCHINTZUIS CFP CHFC CLU	TRUSTEE	1.00	Director	$0	$0	$0
LAWRENCE D SEYMOUR	TRUSTEE	1.00	Director	$0	$0	$0
TREVOR M TORCELLO ESQ	TRUSTEE	1.00	Director	$0	$0	$0
ANNE E WARD	TRUSTEE	1.00	Director	$0	$0	$0
STANTON H HUDSON JR	EXECUTIVE DIRECTOR (THRU 03/24)	40.00	Officer	$81,251	$4,250	$85,501
SPENCER MORGAN	EXECUTIVE DIRECTOR (EFFECT. 04/24)	40.00	Officer	$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	$711,939	$770,466	$1,494,680	$-58,527
2023	$781,174	$595,615	$1,320,091	$185,559
2022	$799,302	$663,708	$1,169,970	$135,594
2021	$1,375,627	$1,213,289	$1,046,714	$162,338
2020	$757,480	$749,924	$887,263	$7,556
2019	$821,680	$808,820	$810,475	$12,860
2018	$898,719	$864,109	$797,542	$34,610

THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION