DALY MANSION PRESERVATION TRUST

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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

1987

Legal Domicile

Principal Officer

KATHLEEN CASTLE

Phone

4063636004

Tax Period

2024-01-01 to 2024-12-31

DALY MANSION PRESERVATION TRUST, founded in 1987, is a small nonprofit in the Arts, Culture & Humanities sector that reported $332K in total revenue in fiscal year 2024. Revenue surged 55% from the prior year, signaling strong growth momentum. Expenses of $318K left a modest 4% surplus.

Mission

DEDICATED TO RESTORATION, PRESERVATION AND MAINTAINING THE DALY MANSION, ITS BUILDINGS, GROUNDS AND THE HISTORY IT CONVEYS.

Program Service Accomplishments

Program 1

Expenses: $221,900 Revenue: $170,935

OPERATIONS EXPENSES FOR GROUNDS AND FACILITIES UPKEEP, KEEPING THE GROUNDS AND FACILITIES OPEN TO THE PUBLIC, PROVIDING GUIDED TOURS AND PROVIDING AND SUPPORTING EDUCATIONAL PROGRAMS. APPROXIMATELY...

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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 $136,844

Program Service Revenue $170,935

Investment Income $11

Other Revenue $23,795

TOTAL REVENUE $331,585

Expense Breakdown

Grants Paid $0

Salaries & Benefits $127,099

Fundraising Expenses $44,899

Program Expenses $221,900

Other Expenses $190,584

TOTAL EXPENSES $317,683

Year-over-Year Comparison

	2024	2023	Change
Revenue	$331,585	$213,563	+0.6%
Expenses	$317,683	$384,102	-0.2%
Net Income	$13,902	$-170,539	-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

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

$41,905

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN CASTLE	PRESIDENT	10.00	Officer Director	$0	$0	$0
PAULINE GARY	TREASURER	5.00	Officer Director	$0	$0	$0
BETSY BARONE	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MATT KOLMAN	SECRETARY	5.00	Officer Director	$0	$0	$0
JOE PALLADINO	DIRECTOR	5.00	Director	$0	$0	$0
SHAN LYTLE	DIRECTOR	5.00	Director	$0	$0	$0
GAIL SCHULZ	DIRECTOR	5.00	Director	$0	$0	$0
SUSAN YOUNG	DIRECTOR	5.00	Director	$0	$0	$0
PAUL LASSITER	UNIVERSITY OF MONTANA-REPRESENTATIVE	1.00		$0	$0	$0
COURTNEY HARTELIUS	EXECUTIVE DIRECTOR	40.00	Officer	$12,923	$0	$12,923
DARLENE GOULD	EXECUTIVE DIRECTOR	40.00	Officer	$28,982	$0	$28,982

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	$331,585	$317,683	$2,255,973	$13,902
2023	$213,563	$384,102	$2,225,738	$-170,539
2022	$294,038	$322,339	$2,396,005	$-28,301
2021	$636,433	$280,997	$2,423,056	$355,436
2020	$244,351	$227,778	$2,069,340	$16,573
2019	$172,366	$255,695	$2,061,217	$-83,329
2018	$223,459	$253,652	$2,120,525	$-30,193