HOYT SHERMAN PLACE FOUNDATION

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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

1994

Legal Domicile

Principal Officer

JOHN KRANTZ

Phone

5152440507

Tax Period

2024-07-01 to 2025-06-30

HOYT SHERMAN PLACE FOUNDATION, founded in 1994, is a community nonprofit in the Arts, Culture & Humanities sector that reported $6.1M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Net assets of $55.7M represent 109 months of operating reserves.

Mission

MAINTENANCE AND PRESERVATION OF THE HOYT SHERMAN MANSION, MUSEUM, THEATER, AND SURROUNDING GROUNDS FOR PUBLIC VIEWING AND USE.

Program Service Accomplishments

Program 1

Expenses: $3,995,835 Revenue: $5,238,222

THEATER EVENTS

Program 2

Expenses: $1,072,293

GENERAL OPERATING

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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 $693,149

Program Service Revenue $5,238,222

Investment Income $207,868

Other Revenue $1,575

TOTAL REVENUE $6,140,814

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,411,948

Fundraising Expenses $359,836

Program Expenses $5,068,128

Other Expenses $4,943,015

TOTAL EXPENSES $6,354,963

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,140,814	$6,499,586	-0.1%
Expenses	$6,354,963	$6,456,724	0.0%
Net Income	$-214,149	$42,862	-6.0%

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

$196,952

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF VORWERK	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN KRANTZ	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARY CHAPMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
BRODY WELLS	TREASURER	2.00	Officer Director	$0	$0	$0
NOLA AIGNER-DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
KRISTIE BELL	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN BLOOM	BOARD MEMBER	1.00	Director	$0	$0	$0
BRENNAN BUCKLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
LEA ROSSON DELONG	BOARD MEMBER	1.00	Director	$0	$0	$0
RUSTY GOODE	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC GRUBB	BOARD MEMBER	1.00	Director	$0	$0	$0
AZURE CHRISTENSEN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MARY ELLEN IMLAU	BOARD MEMBER	1.00	Director	$0	$0	$0
TOBI PARKS	BOARD MEMBER	1.00	Director	$0	$0	$0
MICKEY RYAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY SHELDAHL	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE TANK	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERRY WILKINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DEIDRE WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF FREUDE	BOARD MEMBER	1.00	Director	$0	$0	$0
RICH SALAS	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN RILEY SIEVERS	BOARD MEMBER	1.00	Director	$0	$0	$0
LARRY TAYLOR	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF WHITE	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT WARREN	CEO	40.00	Officer	$196,952	$0	$196,952

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	$6,140,814	$6,354,963	$59,035,322	$-214,149
2024	$6,499,586	$6,456,724	$59,320,479	$42,862
2023	$4,862,165	$5,083,086	$26,193,470	$-220,921
2022	$4,318,549	$4,760,147	$25,209,028	$-441,598
2021	$2,734,031	$1,408,999	$26,778,680	$1,325,032
2020	$2,677,698	$1,895,352	$25,053,544	$782,346
2019	$4,820,274	$1,831,247	$20,821,979	$2,989,027
2018	$1,714,748	$1,647,171	$17,372,696	$67,577