THE MENOKIN 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

LISA DICKINSON MOUNTCASTL

Phone

8043331776

Tax Period

2024-01-01 to 2024-12-31

THE MENOKIN FOUNDATION, founded in 1994, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $859K in total revenue in fiscal year 2024. Revenue surged 182% from the prior year, signaling strong growth momentum. The organization ran a surplus of $227K, a strong 26% operating margin.

Mission

TO USE THE HISTORIC RUIN AND THE SURROUNDING BUILT AND NATURAL ENVIRONMENTS TO TRANSCEND THE TRADITIONAL HOUSE MUSEUM EXPERIENCE. WE USE CONTEMPORARY METHODS TO CREATE OPPORTUNITIES FOR THE PUBLIC TO CONTEMPLATE AND EXPLORE THE BUILDING OF AMERICA.

Program Service Accomplishments

Program 1

Expenses: $319,403 Revenue: $14,400

PUBLIC PROGRAMS OVERVIEW: IN 2024, MENOKIN HOSTED A "MAKER'S DAY" CRAFT FAIR IN JUNE, A "POWER OF PLACE" CONSERVATION AND KAYAK FESTIVAL, INCLUDING KAYAK RACE, IN JULY, GUIDED PADDLES, GUIDED HOUSE AND SITE TOURS, AND A BIENNIAL DESCENDANTS REUNION IN OCTOBER FOR DESCENDANTS OF THOSE ENSLAVED AT MENOKIN. VISITORS INCLUDED TOURISTS, STUDENTS, LIFE-LONG LEARNERS, DESCENDANT COMMUNITIES AND HISTORIC PRESERVATION SPECIALISTS.

Program 2

Expenses: $39,775

CONSTRUCTION AND PRESERVATION: ONGOING RESTORATION AND MAINTENANCE AND REPAIRS ON THE RUIN AND PLANNING FOR WORK ON THE RUIN IN 2025 FOR FUTURE CONSTRUCTION, ARCHAEOLOGY AND PRESERVATION INITIATIVES...

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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 $760,053

Program Service Revenue $14,400

Investment Income $84,591

Other Revenue $0

TOTAL REVENUE $859,044

Expense Breakdown

Grants Paid $0

Salaries & Benefits $342,903

Fundraising Expenses $99,058

Program Expenses $359,178

Other Expenses $289,604

TOTAL EXPENSES $632,507

Year-over-Year Comparison

	2024	2023	Change
Revenue	$859,044	$304,454	+1.8%
Expenses	$632,507	$1,259,998	-0.5%
Net Income	$226,537	$-955,544	-1.2%

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

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

$93,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BENJAMIN BO OGLE TAYLOE JR	PRESIDENT	5.00	Officer Director	$0	$0	$0
LISA DICKINSON MOUNTCASTLE	VICE-PRESIDENT	6.00	Officer Director	$0	$0	$0
JOHN H GUY IV	TREASURER	2.00	Officer Director	$0	$0	$0
MARGARET TOBEY TALIAFERRO	SECRETARY	2.00	Officer Director	$0	$0	$0
DR MARY LYNN BAYLISS	TRUSTEE	1.00	Director	$0	$0	$0
GLORIA GARMON	TRUSTEE	3.00	Director	$0	$0	$0
JUDITH A GORDON	TRUSTEE	3.00	Director	$0	$0	$0
FRANK JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
THE HON HULLIHEN W MOORE	TRUSTEE	1.00	Director	$0	$0	$0
ISOBEL MIDDY MORRIS	TRUSTEE	3.00	Director	$0	$0	$0
BRUCE THOMAS	TRUSTEE	2.00	Director	$0	$0	$0
MARC WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
CONSTANCE ROSEMONT	INTERIM EXECUTIVE DIRECTOR	40.00	Officer	$93,500	$0	$93,500

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	$859,044	$632,507	$2,461,622	$226,537
2023	$304,454	$1,259,998	$1,937,227	$-955,544
2022	$2,101,788	$1,718,072	$2,440,711	$383,716
2021	$1,178,988	$609,267	$2,724,564	$569,721
2020	$1,053,063	$1,724,984	$2,513,159	$-671,921
2019	$500,956	$563,006	$2,723,296	$-62,050
2018	$1,022,267	$653,048	$2,602,803	$369,219