THE ROYAL OAK FOUNDATION INC

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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

1973

Legal Domicile

Principal Officer

IAN MURRAY

Phone

2124802889

Tax Period

2024-07-01 to 2025-06-30

THE ROYAL OAK FOUNDATION INC, founded in 1973, is a community nonprofit in the Arts, Culture & Humanities sector that reported $4.9M in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. Expenses of $4.2M left a modest 14% surplus.

Mission

THE ORGANIZATION PROVIDES AMERICANS WITH AN OPPORTUNITY TO REACH BEYOND OUR BORDERS, CONNECT WITH OUR PAST AND JOIN AN INTERNATIONAL COMMUNITY DEDICATED TO PRESERVING AND PROTECTING THOSE PLACES IN ENGLAND, WALES AND NORTHERN IRELAND THAT MAKE LIFE SPECIAL.

Program Service Accomplishments

Program 1

Expenses: $785,329 Revenue: $477,183

LECTURES & TOURS:EDUCATIONAL SEMINARS, TOURS, AND LECTURES ON PRESERVATION AND HISTORY OF ARCHITECTURE AND DECORATIVE INTERIORS, HOUSES, AND GARDENS. 25 DIGITAL LECTURES AND TOURS AND 13 IN-PERSON...

LECTURES & TOURS:EDUCATIONAL SEMINARS, TOURS, AND LECTURES ON PRESERVATION AND HISTORY OF ARCHITECTURE AND DECORATIVE INTERIORS, HOUSES, AND GARDENS. 25 DIGITAL LECTURES AND TOURS AND 13 IN-PERSON LECTURES WERE HELD FROM JULY 2024 - JUNE 2025.

Program 2

Expenses: $2,331,589

PRESERVATION OF HISTORIC SITES:GRANTS TO SUPPORT PRIORITIES OF THE NATIONAL TRUST AND OTHER PRESERVATION SOCIETIES TO PRESERVE IMPORTANT AND HISTORIC SITES, AND GRANTS TO PRESERVE THE ENVIRONMENT...

PRESERVATION OF HISTORIC SITES:GRANTS TO SUPPORT PRIORITIES OF THE NATIONAL TRUST AND OTHER PRESERVATION SOCIETIES TO PRESERVE IMPORTANT AND HISTORIC SITES, AND GRANTS TO PRESERVE THE ENVIRONMENT. ALSO INCLUDES FELLOWSHIPS FOR AMERICANS TO STUDY WITH THE NATIONAL TRUST IN THE PRESERVATION OF DECORATIVE OBJECTS AND GARDENS.

Program 3

Expenses: $317,574

MEMBERSHIP:PUBLIC RELATIONS PROGRAM TO MAKE THE GENERAL PUBLIC AWARE OF AND EXPERIENCE THE HISTORIC AND NATURAL SPACES IN ENGLAND, WALES AND NORTHERN IRELAND. FREE ENTRY TO OVER 350 PROPERTIES OF THE NATIONAL TRUST OF ENGLAND, WALES AND NORTHERN IRELAND AND OVER 100 PROPERTIES BELONGING TO THE NATIONAL TRUST FOR SCOTLAND, AND REDUCED ADMISSION PRICE FOR U.S. LECTURES AND TOURS.

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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 $3,438,041

Program Service Revenue $477,183

Investment Income $943,031

Other Revenue $33,027

TOTAL REVENUE $4,891,282

Expense Breakdown

Grants Paid $2,327,946

Salaries & Benefits $861,694

Fundraising Expenses $349,000

Program Expenses $3,434,492

Other Expenses $1,003,994

TOTAL EXPENSES $4,193,634

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,891,282	$3,447,576	+0.4%
Expenses	$4,193,634	$2,694,262	+0.6%
Net Income	$697,648	$753,314	-0.1%

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

$302,001

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL BOYD	CHAIRMAN	3.00	Officer Director	$0	$0	$0
ROBERT SACKVILLE-WEST	VICE- CHAIRMAN	3.00	Officer Director	$0	$0	$0
LAUREN BRISKY	TREASURER	1.00	Officer Director	$0	$0	$0
SUSAN CHAPMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
SALLIE BAILEY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BEAL	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL BROWN	DIRECTOR	1.00	Director	$0	$0	$0
SARAH EAMES	DIRECTOR	1.00	Director	$0	$0	$0
CONSTANCE CINCOTTA	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT C DAUM	DIRECTOR	1.00	Director	$0	$0	$0
ANNE BLACKWELL ERVIN	DIRECTOR	1.00	Director	$0	$0	$0
ERIC NILSON	DIRECTOR	1.00	Director	$0	$0	$0
GARRETT HARDEE O'NEAL	DIRECTOR	1.00	Director	$0	$0	$0
LYNNE RICKABAUGH	DIRECTOR	1.00	Director	$0	$0	$0
HILLARY MCGRADY	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN SAMUELSON	DIRECTOR (UNTIL 11/2024)	1.00	Director	$0	$0	$0
MADELINE SCHACHTER	DIRECTOR (UNTIL 07/2024)	1.00	Director	$0	$0	$0
LAURA TREVELYAN	DIRECTOR (UNTIL 07/2024)	1.00	Director	$0	$0	$0
ELISE MESLOW RYAN	DIRECTOR (UNTIL 07/2024)	1.00	Director	$0	$0	$0
IAN MURRAY	EXECUTIVE DIRECTOR	35.00	Officer	$175,796	$23,675	$199,471
JOSEPH CAIRL	DIRECTOR OF FINANCE AND ADMIN	35.00	Officer	$98,613	$3,917	$102,530

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	$4,891,282	$4,193,634	$12,260,927	$697,648
2024	$3,447,576	$2,694,262	$10,666,774	$753,314
2023	$3,226,319	$2,114,403	$9,316,602	$1,111,916
2022	$2,765,681	$2,175,188	$7,446,621	$590,493
2021	$3,302,449	$5,993,454	$8,316,975	$-2,691,005
2020	$2,543,986	$2,111,444	$10,274,885	$432,542
2018	$3,408,995	$3,682,737	$7,768,518	$-273,742