TUDOR PLACE FOUNDATION TR 61978 (EIN 526189264) - 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

ANNE CB ROBERTS

Phone

2029650400

Tax Period

2024-01-01 to 2024-12-31

TUDOR PLACE FOUNDATION TR 61978, founded in 1978, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $430K in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $392K left a modest 9% surplus.

Mission

TUDOR PLACE HISTORIC HOUSE & GARDEN PRESERVES THE STORIES OF SIX GENERATIONS OF DESCENDANTS OF MARTHA WASHINGTON, AND THE ENSLAVED AND FREE PEOPLE WHO LIVED AND WORKED AT THIS GEORGETOWN LANDMARK FOR NEARLY TWO CENTURIES. BY EXAMINING THEIR LEGACY, WE CHALLENGE OURSELVES AND OUR VISITORS TO CELEBRATE THE TRIUMPHS AND TO CONFRONT THE COMPLEXITIES OF THE PAST.

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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 $0

Program Service Revenue $0

Investment Income $429,542

Other Revenue $0

TOTAL REVENUE $429,542

Expense Breakdown

Grants Paid $354,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $392,446

Other Expenses $37,946

TOTAL EXPENSES $392,446

Year-over-Year Comparison

	2024	2023	Change
Revenue	$429,542	$640,690	-0.3%
Expenses	$392,446	$395,754	0.0%
Net Income	$37,096	$244,936	-0.8%

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

$154,609

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR CHRISTY PICHICHERO	PRESIDENT	2.00	Officer Director	$0	$0	$0
VAL HAWKINS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JULANNE ALLEN	TREASURER	2.00	Officer Director	$0	$0	$0
FERDINAND H ONNEN III	SECRETARY	2.00	Officer Director	$0	$0	$0
FRAN TRAFTON BARNES	TRUSTEE	2.00	Director	$0	$0	$0
MARY T BARTLETT	TRUSTEE	2.00	Director	$0	$0	$0
SUSAN AMBLER EBERSOLE	TRUSTEE	2.00	Director	$0	$0	$0
JAMES C GERBER	TRUSTEE	2.00	Director	$0	$0	$0
RICHARD W GESSNER JR	TRUSTEE	2.00	Director	$0	$0	$0
MARY MOFFETT KEANEY	TRUSTEE	2.00	Director	$0	$0	$0
PALLAVI KUMAR	TRUSTEE	2.00	Director	$0	$0	$0
FORBES MANER	TRUSTEE	2.00	Director	$0	$0	$0
C BRAXTON MONCURE	TRUSTEE	2.00	Director	$0	$0	$0
LAURA WILL	TRUSTEE	2.00	Director	$0	$0	$0
MARK HUDSON	EXECUTIVE DIRECTOR	1.00	Officer	$0	$0	$154,609

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
2024	$429,542	$392,446	$7,225,376	$37,096
2023	$640,690	$395,754	$7,254,784	$244,936
2022	$544,836	$368,599	$6,500,591	$176,237
2021	$735,189	$409,431	$7,530,049	$325,758
2020	$352,488	$354,425	$7,003,850	$-1,937
2019	$495,791	$333,698	$6,978,853	$162,093
2018	$635,024	$347,317	$5,573,687	$287,707

TUDOR PLACE FOUNDATION TR 61978