MOUNT VERNON PLACE CONSERVANCY INC (EIN 263589281) - 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

2008

Legal Domicile

Principal Officer

LANCE HUMPHRIES

Phone

4109625070

Tax Period

2024-07-01 to 2025-06-30

MOUNT VERNON PLACE CONSERVANCY INC, founded in 2008, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.3M in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $266K, a strong 21% operating margin.

Mission

THE MOUNT VERNON PLACE CONSERVANCY INC.'S MISSION IS TO BE THE FULL-TIME SINGLE MANAGEMENT ENTITY RESPONSIBLE FOR THE HISTORIC RESTORATION, MAINTENANCE, MANAGEMENT, AND PROGRAMMING OF THE WASHINGTON MONUMENT AND THE PARKS SQUARES OF MOUNT VERNON PLACE.

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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 $1,002,654

Program Service Revenue $293,823

Investment Income $1

Other Revenue $0

TOTAL REVENUE $1,296,478

Expense Breakdown

Grants Paid $0

Salaries & Benefits $267,832

Fundraising Expenses $46,275

Program Expenses $897,260

Other Expenses $762,269

TOTAL EXPENSES $1,030,101

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,296,478	$1,889,768	-0.3%
Expenses	$1,030,101	$927,792	+0.1%
Net Income	$266,377	$961,976	-0.7%

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

120

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

$80,000

Total Directors

$80,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HENRY H HOPKINS	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
CONSTANCE CAPLAN	DIRECTOR	1.00	Director	$0	$0	$0
TRACY PROIETTI	DIRECTOR	1.00	Director	$0	$0	$0
NANCY MEAD	DIRECTOR	1.00	Director	$0	$0	$0
THERESE O'MALLEY	DIRECTOR	1.00	Director	$0	$0	$0
JANE MCCONNELL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN A GILPIN	DIRECTOR	1.00	Director	$0	$0	$0
JACK DANNA	DIRECTOR	1.00	Director	$0	$0	$0
KATARINE ZIEGLER	DIRECTOR	1.00	Director	$0	$0	$0
ADRIANNE WALKER CARROLL	DIRECTOR	1.00	Director	$0	$0	$0
JOE BRANT	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH BONNER	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES RUTHEISER	DIRECTOR	1.00	Director	$0	$0	$0
LANCE HUMPHRIES	EXECUTIVE DIRECTOR	40.00	Officer Director	$80,000	$0	$80,000
BARRY C GREENBERG	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL BALCOM	TREASURER	1.00	Officer Director	$0	$0	$0
FAITH C MILLSPAUGH	VICE PRESIDENT	1.00	Officer 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	$1,296,478	$1,030,101	$1,713,330	$266,377
2024	No data	No data	No data	No data
2023	$655,008	$746,548	$484,271	$-91,540
2022	$576,214	$582,448	$547,708	$-6,234
2021	$436,468	$408,979	$603,329	$27,489
2020	$588,931	$407,103	$586,711	$181,828
2019	$316,243	$544,339	$366,123	$-228,096
2018	$281,710	$375,519	$590,480	$-93,809

MOUNT VERNON PLACE CONSERVANCY INC