Usher Mansion Historical Foundation (EIN 480874420) - 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

1978

Legal Domicile

Principal Officer

Michael D Michaelis Treasurer

Phone

5137636748

Tax Period

2024-06-01 to 2025-05-31

Usher Mansion Historical Foundation, founded in 1978, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $52K in total revenue in fiscal year 2024. Revenue fell 47% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $52K, a strong 100% operating margin.

Mission

Renovation of certified historic structure.

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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 $37,094

Program Service Revenue $0

Investment Income $14,686

Other Revenue $0

TOTAL REVENUE $51,780

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $90

TOTAL EXPENSES $90

Year-over-Year Comparison

	2024	2023	Change
Revenue	$51,780	$98,232	-0.5%
Expenses	$90	$343	-0.7%
Net Income	$51,690	$97,889	-0.5%

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

N/A

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
Winn Halverhout	President	1.00	Officer Director	$0	$0	$0
Michael D Michaelis	Treasurer	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	$51,780	$90	$1,353,277	$51,690
2024	$98,232	$343	$1,263,666	$97,889
2023	$41,121	$555	$1,152,976	$40,566
2022	$97,029	$1,015	$1,203,463	$96,014
2021	$253,205	$856	$1,195,849	$252,349

Usher Mansion Historical Foundation