FRIENDS OF SULGRAVE MANOR

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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

Phone

8046974100

Tax Period

2024-09-01 to 2025-08-31

FRIENDS OF SULGRAVE MANOR, founded in 1978, is a small nonprofit that reported $310K in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. Net assets of $734K represent 28 months of operating reserves.

Program Service Accomplishments

Program 1

Expenses: $286,088 Revenue: $42,143

THE FRIENDS OF SULGRAVE MANOR IS A GROUP OF AMERICAN WOMEN DEDICATED TO FURTHERING THE STORIED CONNECTION BETWEEN THE UK AND THE USA AS EXEMPLIFIED BY THEIR GUARDIANSHIP OF GEORGE WASHTINGTONS...

THE FRIENDS OF SULGRAVE MANOR IS A GROUP OF AMERICAN WOMEN DEDICATED TO FURTHERING THE STORIED CONNECTION BETWEEN THE UK AND THE USA AS EXEMPLIFIED BY THEIR GUARDIANSHIP OF GEORGE WASHTINGTONS ANCESTRAL HOME, WHERE HIS FOREFATHERS LIVED FOR DECADES. THE FRIENDS OF SULGRAVE MANOR SUPPORTS THE MAINTENANCE OF THIS ENGLISH MANOR HOME AND ITS GARDENS, ITS EDUCATIONAL PROGRAMS THAT OUTLINE THE HISTORY AND THE TIES BETWEEN THE US AND BRITAIN, THE HISTORY OF THE WASHINGTON FAMILYS IMMIGRATION TO THE US AND THE FUNDRAISING INITIATIVES THAT UNDERWRITE THE CONTINUED SUCCESS AND GROWTH OF THIS IMPORTANT MISSION.

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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 $257,678

Program Service Revenue $49,268

Investment Income $9,913

Other Revenue $-7,125

TOTAL REVENUE $309,734

Expense Breakdown

Grants Paid $217,372

Salaries & Benefits $0

Fundraising Expenses $18,637

Program Expenses $286,088

Other Expenses $108,604

TOTAL EXPENSES $325,976

Year-over-Year Comparison

	2024	2023	Change
Revenue	$309,734	$451,499	-0.3%
Expenses	$325,976	$291,194	+0.1%
Net Income	$-16,242	$160,305	-1.1%

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

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
BETH ROBINSON	TRUSTEE	1.00	Director	$0	$0	$0
SARAH JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTY JAMES	TRUSTEE	1.00	Director	$0	$0	$0
ANDREA MICHAELSEN	TRUSTEE	1.00	Director	$0	$0	$0
MARGUERITE WYCHE	TRUSTEE	1.00	Director	$0	$0	$0
MARY MUNDY	TRUSTEE	1.00	Director	$0	$0	$0
FRANCES ROOT	TRUSTEE	1.00	Director	$0	$0	$0
KATHERINE CAMMACK	TRUSTEE	1.00	Director	$0	$0	$0
ANNA DUFF	TRUSTEE	1.00	Director	$0	$0	$0
FRANCES HANSFORD	TRUSTEE	1.00	Director	$0	$0	$0
ADELAIDE LIEDTKE	TRUSTEE	1.00	Director	$0	$0	$0
PATRICIA MORRISON	TRUSTEE	1.00	Director	$0	$0	$0
ANE FOLKES	PRESIDENT	30.00	Officer Director	$0	$0	$0
CAROLINE GOEDHART	TREASURER	30.00	Officer Director	$0	$0	$0
CINDY RACKLEY	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
SALLY SCHULTZ	RECORDING SECRETARY	10.00	Officer Director	$0	$0	$0
MARY JOHNSON	CORRESPONDING SECRETARY	2.00	Officer Director	$0	$0	$0
MELINDA MEISTER	HISTORIAN	1.00	Officer Director	$0	$0	$0
EDITH AHERN	ASST 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	$309,734	$325,976	$735,048	$-16,242
2024	$451,499	$291,194	$710,358	$160,305
2023	$239,855	$265,371	$495,784	$-25,516
2022	$248,171	$220,311	$530,834	$27,860
2021	$204,789	$213,544	$546,707	$-8,755
2020	$260,200	$249,950	$494,583	$10,250
2019	$233,632	$545,855	$497,873	$-312,223
2018	$299,407	$211,948	$677,523	$87,459
2018	$299,407	$211,948	$677,523	$87,459