MCHENRY MANSION 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

1983

Legal Domicile

Phone

2095490428

Tax Period

2023-07-01 to 2024-06-30

MCHENRY MANSION FOUNDATION, founded in 1983, is a micro nonprofit that reported $82K in total revenue in fiscal year 2023. Expenses of $73K left a modest 11% surplus.

Mission

THE MISSION OF THE MCHENRY MANSION FOUNDATION IS TO PRESERVE, RESTORE, INTERPRET AND SUPPORT THE MCHENRY MANSION.

Program Service Accomplishments

Program 1

Expenses: $25,607

THE MCHENRY MANSION FOUNDATION THROUGH ITS DOCENT PROGRAM PROVIDES EDUCATIONAL TOURS OF THE MCHENRY MANSION EVERY DAY EXCEPT SATURDAY FROM NOON TO 4 PM.

Program 2

THE MCHENRY MANSION FOUNDATION THROUGH THE DOCENT MANSION MAIDS AND GROOMSMEN PROGRAM VISITS LOCAL SCHOOLS TO INTRODUCE THE STUDENTS TO THE MCHENRY MANSION THROUGH PRESENTATIONS ON THE MCHENRY FAMILY...

Program 3

THE MCHENRY MANSION FOUNDATION HOLDS AN ANNUAL DICKENS FAIRE THAT FEATURES PERIOD VENDORS, TOURS OF THE MANSION AND DEMONSTRATIONS OF RESTORATION TECHNIQUES SUCH AS GRAINING AND WALLPAPER HANGING.

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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 $41,815

Program Service Revenue $7,387

Investment Income $10,243

Other Revenue $22,541

TOTAL REVENUE $81,986

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $5,151

Program Expenses $25,607

Other Expenses $73,073

TOTAL EXPENSES $73,073

Year-over-Year Comparison

	2023	2022	Change
Revenue	$81,986	$78,861	+0.0%
Expenses	$73,073	$77,384	-0.1%
Net Income	$8,913	$1,477	+5.0%

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

130

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
RICHARD CATO	Trustee	Director	$0	$0	$0
BARRY KOESTER	Trustee	Director	$0	$0	$0
CARI AMUNDSEN	Trustee	Director	$0	$0	$0
CAROLE DOVICHI	FIRST VP	Officer Director	$0	$0	$0
MARIE BAIREY	Secretary	Officer Director	$0	$0	$0
RODNEY KREIFELS	Treasurer	Officer Director	$0	$0	$0
SUSAN BAUDLER	President	Officer Director	$0	$0	$0
WAYNE MATHES	Trustee	Director	$0	$0	$0
MICHELLE McCARTHY	Trustee	Director	$0	$0	$0
JOHN PELTIER	Trustee	Director	$0	$0	$0
STEVE HAMPTON	SECOND VP	Director	$0	$0	$0
DOUG NUTSON	Trustee	Director	$0	$0	$0
SEENA RHINE	Trustee	Director	$0	$0	$0
MARCO SEPULVEDA	Trustee	Director	$0	$0	$0
CRAIG STANLEY	Trustee	Director	$0	$0	$0
SUE GOMES	Trustee	Director	$0	$0	$0
VALERIE HURST	Treasurer	Director	$0	$0	$0
CARLETTA STEELE	Trustee	Director	$0	$0	$0
GARY BOUDREAUX	Trustee	Director	$0	$0	$0
LEE C HEIM JR	Trustee	Director	$0	$0	$0
FREDA MOTTO	President	Officer Director	$0	$0	$0
MARGIE NEDER	Trustee	Director	$0	$0	$0
LYNDA QUIGLEY	Trustee	Director	$0	$0	$0
BRENNA RAJEWICH	Trustee	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	$81,986	$73,073	$1,704,576	$8,913
2023	$78,861	$77,384	$1,616,462	$1,477
2022	$18,398	$51,827	$1,593,993	$-33,429
2021	$45,532	$59,319	$1,601,999	$-13,787
2020	$458,601	$71,462	$1,566,453	$387,139
2019	$88,787	$52,795	$1,181,349	$35,992