FRIENDS OF THE MANSION INC (EIN 731469104) - 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

1995

Legal Domicile

Principal Officer

WA DEVORE

Phone

4058480255

Tax Period

2023-01-01 to 2023-12-31

FRIENDS OF THE MANSION INC, founded in 1995, is a small nonprofit in the Arts, Culture & Humanities sector that reported $589K in total revenue in fiscal year 2023. Revenue fell 41% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $379K, a strong 64% operating margin.

Mission

SEE SCHEDULE I

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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 (2023)

Revenue Breakdown

Contributions & Grants $516,210

Program Service Revenue $49,097

Investment Income $36,008

Other Revenue $-11,869

TOTAL REVENUE $589,446

Expense Breakdown

Grants Paid $0

Salaries & Benefits $75,062

Fundraising Expenses $31,653

Program Expenses $178,599

Other Expenses $120,861

TOTAL EXPENSES $210,873

Year-over-Year Comparison

	2023	2022	Change
Revenue	$589,446	$996,244	-0.4%
Expenses	$210,873	$210,305	+0.0%
Net Income	$378,573	$785,939	-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

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	Role	Reportable Comp	Other Comp	Total
SARAH STITT	CHAIRMAN/DIRECTOR	Officer Director	$0	$0	$0
JAMES PICKEL	PRESIDENT/DIRECTOR	Officer Director	$0	$0	$0
JIM HASENBECK	VICE-PRESIDENT/DIRECTOR	Officer Director	$0	$0	$0
JILL SHERO	SECRETARY/DIRECTOR	Officer Director	$0	$0	$0
WA DEVORE	TREASURER/DIRECTOR	Officer Director	$0	$0	$0
ESTELA HERNANDEZ	DIRECTOR	Director	$0	$0	$0
JERI HOLMES	DIRECTOR	Director	$0	$0	$0
CARRIE LEONARD	DIRECTOR	Director	$0	$0	$0
SHINY MATHEW	DIRECTOR	Director	$0	$0	$0
BARBY MYERS	DIRECTOR	Director	$0	$0	$0
MARNIE TAYLOR	DIRECTOR	Director	$0	$0	$0
MARY VERNON	DIRECTOR	Director	$0	$0	$0
NAZETTE ZUHDI	DIRECTOR	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$589,446	$210,873	$4,111,455	$378,573
2022	$996,244	$210,305	$3,728,633	$785,939
2021	$967,602	$223,775	$2,943,959	$743,827
2020	$1,535,905	$229,203	$2,202,312	$1,306,702
2019	$338,459	$250,377	$920,511	$88,082

FRIENDS OF THE MANSION INC