KENTUCKY MANSIONS PRESERVATION FDN INC DBA MARY TODD LINCOLN HOUSE (EIN 237002838) - 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

1968

Legal Domicile

Principal Officer

GWEN THOMPSON

Phone

8592339999

Tax Period

2024-07-01 to 2025-06-30

KENTUCKY MANSIONS PRESERVATION FDN INC DBA MARY TODD LINCOLN HOUSE, founded in 1968, is a small nonprofit that reported $456K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $390K left a modest 14% surplus.

Mission

TO RECOGNIZE AND ASSIST IN REUSE, RENOVATION, AND PRESERVATION EFFORTS FOR HISTORIC STRUCTURES AND SITES THROUGHOUT KENTUCKY, TO PROVIDE EDUCATIONAL OPPORTUNITIES ON PRESERVATION AND KENTUCKY HISTORY AND TO PROVIDE MANAGEMENT, MAINTENANCE SUPPORT FOR THE MARY TODD LINCOLN HOUSE IN LEXINGTON, KENTUCKY

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $73,996

Program Service Revenue $197,751

Investment Income $151,546

Other Revenue $33,050

TOTAL REVENUE $456,343

Expense Breakdown

Grants Paid $0

Salaries & Benefits $259,962

Fundraising Expenses $0

Program Expenses $350,424

Other Expenses $130,263

TOTAL EXPENSES $390,225

Year-over-Year Comparison

	2024	2023	Change
Revenue	$456,343	$412,342	+0.1%
Expenses	$390,225	$405,623	0.0%
Net Income	$66,118	$6,719	+8.8%

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

Total Directors

$82,050

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GWEN THOMPSON	EXECUTIVE DIRECTOR	40.00	Director	$72,979	$9,071	$82,050
HEATHER LYONS	DIRECTOR	1.00	Director	$0	$0	$0
TOM EBLEN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DR JAMES KLOTTER	DIRECTOR	1.00	Director	$0	$0	$0
DAN GRAVES	DIRECTOR	1.00	Director	$0	$0	$0
MARY QUINN RAMER	DIRECTOR	1.00	Director	$0	$0	$0
DARREN TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
ANN TODD DUPREE	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY CLAY	DIRECTOR	1.00	Director	$0	$0	$0
WADE LITTRELL	TREASURER	2.00	Officer Director	$0	$0	$0
DR TOM APPLETON	SECRETARY	2.00	Officer Director	$0	$0	$0
BRADY DUNNIGAN	DIRECTOR	2.00	Director	$0	$0	$0
BILL HOWELL	CHAIR	2.00	Officer Director	$0	$0	$0
DEE DEE MORAN	PAST CHAIR	1.00	Officer Director	$0	$0	$0
DR MELISSA MCEUEN	DIRECTOR	1.00	Director	$0	$0	$0
GERALD SMITH	DIRECTOR	1.00	Director	$0	$0	$0
ERIN LYKINS	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	$456,343	$390,225	$4,567,946	$66,118
2024	$412,342	$405,623	$4,267,756	$6,719
2023	$-75,088	$387,111	$4,085,288	$-462,199
2022	$396,338	$355,481	$4,494,431	$40,857
2021	$385,107	$308,292	$4,572,967	$76,815
2020	$315,159	$363,296	$4,425,883	$-48,137
2019	$-6,497	$299,586	$4,424,486	$-306,083
2018	$292,303	$309,160	$4,663,503	$-16,857

KENTUCKY MANSIONS PRESERVATION FDN INC DBA MARY TODD LINCOLN HOUSE