VICTORIAN SOCIETY OF THE VAILE MANSION (EIN 431384217) - 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

1983

Legal Domicile

Principal Officer

JEANNE SCHNEIDER

Phone

8163257430

Tax Period

2025-01-01 to 2025-12-31

VICTORIAN SOCIETY OF THE VAILE MANSION, founded in 1983, is a small nonprofit in the Arts, Culture & Humanities sector that reported $250K in total revenue in fiscal year 2025. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $200K, a strong 80% operating margin.

Mission

HISTORIC MANSION RESTORATION & MAINTENANCE, MUSEUM OPERATION

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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 (2025)

Revenue Breakdown

Contributions & Grants $23,909

Program Service Revenue $0

Investment Income $149,195

Other Revenue $77,262

TOTAL REVENUE $250,366

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,338

Other Expenses $50,338

TOTAL EXPENSES $50,338

Year-over-Year Comparison

	2025	2024	Change
Revenue	$250,366	$351,445	-0.3%
Expenses	$50,338	$84,760	-0.4%
Net Income	$200,028	$266,685	-0.2%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDEE DOUGHERTY	PRESIDENT	10.00	Officer	$0	$0	$0
MELANIE MOENTMANN	VICE PRES	10.00	Officer	$0	$0	$0
LEE WILLIAMS	RECORD SECY	10.00	Officer	$0	$0	$0
LESLIE MILBY	CORRES SECY	10.00	Officer	$0	$0	$0
JEANNE SCHNEIDER	TREASURER	10.00	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
2025	$250,366	$50,338	$1,269,526	$200,028
2024	$351,445	$84,760	$1,069,498	$266,685
2023	$246,955	$39,839	$802,813	$207,116
2022	$121,442	$117,431	$595,697	$4,011
2021	$364,757	$32,884	$591,686	$331,873

VICTORIAN SOCIETY OF THE VAILE MANSION