Civic Intelligence

Mchenry Mansion Foundation Carlotta Steele

990 • Fiscal year 2018 • EIN 94-2903913

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

Organization ProfileWWW.MCHENRYMANSION.ORG
924 15th StreetModesto, CA 95354

(209) 549-0428

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.02x

Higher debt load relative to revenue than 26% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

58th percentile

3.5%

Faster asset growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-24%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,143,812

Up $38,960 (+3.5%) from 2017

Net Assets

Up

$1,141,914

Up $39,258 (+3.6%) from 2017

Liabilities

Down

$1,898

Down $298 (-14%) from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin88th percentile

Revenue

Down

$102,679

Down $32,445 (-24%) from 2017

Expenses

Up

$63,421

Up $6,597 (+12%) from 2017

Net Income

Down

$39,258

Down $39,042 (-50%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $783,808Liabilities 2011: $4,233Net Assets 2011: $779,5752011Assets 2012: $891,789Liabilities 2012: $15,949Net Assets 2012: $875,8402012Assets 2013: $849,377Liabilities 2013: $16,498Net Assets 2013: $832,8792013Assets 2014: $907,131Liabilities 2014: $7,724Net Assets 2014: $899,4072014Assets 2015: $946,993Liabilities 2015: $3,146Net Assets 2015: $943,8472015Assets 2016: $1,028,458Liabilities 2016: $4,102Net Assets 2016: $1,024,3562016Assets 2017: $1,104,852Liabilities 2017: $2,196Net Assets 2017: $1,102,6562017Assets 2018: $1,143,812Liabilities 2018: $1,898Net Assets 2018: $1,141,9142018Assets 2019: $1,181,349Liabilities 2019: $3,443Net Assets 2019: $1,177,9062019Assets 2020: $1,566,453Liabilities 2020: $1,408Net Assets 2020: $1,565,0452020Assets 2021: $1,601,999Liabilities 2021: $9,529Net Assets 2021: $1,592,4702021Assets 2022: $1,593,993Liabilities 2022: $34,952Net Assets 2022: $1,559,0412022Assets 2023: $1,616,462Liabilities 2023: $6,469Net Assets 2023: $1,609,9932023Assets 2024: $1,704,576Liabilities 2024: $5,354Net Assets 2024: $1,699,2222024Assets 2025: $1,734,856Liabilities 2025: $26,709Net Assets 2025: $1,708,1472025

Highlighted filing

2018

Assets$1,143,812
Liabilities$1,898
Net Assets$1,141,914
Open 2018 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $90,647Expenses 2011: $66,709Net Income 2011: $23,9382011Expenses 2012: $101,9762012Expenses 2013: $170,6332013Revenue 2014: $151,254Expenses 2014: $91,168Net Income 2014: $60,0862014Revenue 2015: $144,973Expenses 2015: $96,697Net Income 2015: $48,2762015Revenue 2016: $139,909Expenses 2016: $59,400Net Income 2016: $80,5092016Revenue 2017: $135,124Expenses 2017: $56,824Net Income 2017: $78,3002017Revenue 2018: $102,679Expenses 2018: $63,421Net Income 2018: $39,2582018Revenue 2019: $88,787Expenses 2019: $52,795Net Income 2019: $35,9922019Revenue 2020: $458,601Expenses 2020: $71,462Net Income 2020: $387,1392020Revenue 2021: $45,532Expenses 2021: $59,319Net Income 2021: -$13,7872021Revenue 2022: $18,398Expenses 2022: $51,827Net Income 2022: -$33,4292022Revenue 2023: $78,861Expenses 2023: $77,384Net Income 2023: $1,4772023Revenue 2024: $81,986Expenses 2024: $73,073Net Income 2024: $8,9132024Revenue 2025: $47,188Expenses 2025: $95,919Net Income 2025: -$48,7312025

Highlighted filing

2018

Revenue$102,679
Expenses$63,421
Net Income$39,258
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$188,929
Mission and Program Overview

Mission

The mission of the mchenry mansion foundation is to preserve, restore, interpret and support the mchenry mansion.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,102,656$1,141,914▲ $39,258
Land, Buildings, and Equipment, Net$476,139$503,652▲ $27,513
Investments Other Securities$84,175$333,502▲ $249,327
Savings and Temporary Cash Investments$146,907$126,978▼ $19,929
Cash and Non-Interest-Bearing Accounts$312,971$90,957▼ $222,014
Inventories for Sale or Use$81,417$86,350▲ $4,933
Accounts Receivable$485$1,599▲ $1,114
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,104,852$1,143,812▲ $38,960
Other Assets Total$2,758$774▼ $1,984
Liabilities
Other Liabilities$1,100$1,100→ $0
Accounts Payable and Accrued Expenses$1,096$798▼ $298
Total Liabilities$2,196$1,898▼ $298
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,102,656$1,141,914▲ $39,258
Total Liabilities and Net Assets / Fund Balance$1,104,852$1,143,812▲ $38,960

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$291,810$71,894$363,704
Land$121,234-$121,234
Leasehold Improvements$64,792$19,931$84,723
Equipment$18,211$4,996$23,207
Other Land Buildings$7,605$8,226$15,831
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Joe TuneVice President
Arthur WeisburgTrustee
Berry KoesterTrustee
Bob SearlsTrustee
Bradley PittsTrustee
Carletta SteeleTrustee
Carol MartellaTrustee
Douglas NutsonTrustee
George HalpinTrustee
Janice LuceroTrustee
Jim PfaffTrustee
John CrabbTrustee
John PeltierTrustee
Linda CoverTrustee
Mary AkinTrustee
Mary ByersTrustee
Merlin NomannTrustee
Paul TremayneTrustee
Peter HischierTrustee
Sylvia FraiserTrustee
Virginia BerryTrustee
Walter HowertonTrustee
Wayne MathesTrustee
Michelle MccarthySecretary
Linda BossardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$48,984
Program Service Revenue
$8,190
Investment Income
$9,886
Other Revenue
$35,619
All Other Contributions
$28,359
Change in Net Assets
$39,258
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$62,943
Total Fundraising Expense$4,007
Salaries, Compensation, and Employee Benefits$478
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance-$14,864-$14,864
Depreciation Depletion-$12,209-$12,209
All Other Expenses$6,379$80$1,275$7,734
Fees for Services Accounting-$3,829-$3,829
Fees for Services Other-$2,679-$2,679
Other Expenses$1,943$1,242$2,232$2,232
Travel$1,821--$1,821
Office Expenses-$864-$864
Advertising--$500$500
Other Salaries and Wages$478--$478
Fees for Service Investment Mgmnt Fees-$300-$300
Total Functional Expenses$23,347$36,067$4,007$63,421
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$39,207
Fundraising Direct Expenses$20,495
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Table Setting$22,710$22,710-$22,710
Teas$10,739$10,739$1,147$9,592
Total Events$39,207$39,207$17,746$21,461
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
15th Street Security Deposit$1,100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The organization provides a copy of form 990 to all members of its governing body before filing the form.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“The organization provides its governing documents, conflict of interest policy, and financial statements to the public upon request.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization provides its governing documents, conflict of interest policy, and financial statements to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Mchenry Mansion Foundation
EIN
94-2903913
Phone
2095490428
Address
924 15TH STREET, MODESTO, CA 95354

Signing Officer

Name
Carletta Steele
Title
Trustee
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
CA
Voting Board Members
25
Independent Board Members
24
Employees
0
Volunteers
130

Preparer

Firm
Robert A Hawks Jr CPA
Address
1301 G Street Suite B, Modesto, CA 95354
Preparer
Robert a Hawks Jr CPA
Phone
2095294060
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: to enhance the quality of life in modesto by maintaining and preserving the historical landmark the mchenry mansion as a historical treasure.”

Form 990, Part IX, Line 24E: Other Expenses

“: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“DICKENS FAIRE: Column (A) - Total = $1346; Column (B) - Program Services = $1346; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“JANITORIAL: Column (A) - Total = $250; Column (B) - Program Services = $250; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Maintenance: Column (A) - Total = $715; Column (B) - Program Services = $715; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“membership & dues: Column (A) - Total = $788; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $788”

Form 990, Part IX, Line 24E: Other Expenses

“MISCELLANEOUS: Column (A) - Total = $166; Column (B) - Program Services = $166; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Postage and Shipping: Column (A) - Total = $49; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $49”

Form 990, Part IX, Line 24E: Other Expenses

“REPAIRS AND MAINT: Column (A) - Total = $1162; Column (B) - Program Services = $1162; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“SUPPLIES: Column (A) - Total = $1528; Column (B) - Program Services = $1528; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“taxes: Column (A) - Total = $80; Column (B) - Program Services = $0; Column (C) - Management & General = $80; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“TELEPHONE: Column (A) - Total = $1212; Column (B) - Program Services = $1212; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“WEBSITE HOSTING: Column (A) - Total = $438; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $438”

Raw XML AppendixShowing 400 of 652 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,143,812
Liabilities
$1,898
Net assets
$1,141,914
Revenue
$102,679
Expenses
$63,421
Net income
$39,258
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.73$0.03$1.71$0.05$0.10$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.70$0.01$1.70$0.08$0.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.01$1.61$0.08$0.08$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.59$0.03$1.56$0.02$0.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.60$0.01$1.59$0.05$0.06$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.46$0.07$0.39
2019Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.09$0.05$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.10$0.06$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.14$0.06$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.02$0.14$0.06$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.94$0.14$0.10$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.01$0.90$0.15$0.09$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.02$0.83$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.02$0.88$0.10
2011Summary only. Only limited summary data is available for this year.$0.78$0.00$0.78$0.09$0.07$0.02