Civic Intelligence

Mchenry Mansion Foundation Carlotta Steele

990 • Fiscal year 2021 • EIN 94-2903913

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 04, 2021

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

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

66th percentile

0.21x

Higher debt load relative to revenue than 66% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

8th percentile

-30%

Higher net margin than 8% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

33rd percentile

2.3%

Faster asset growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-90%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,601,999

Up $35,546 (+2.3%) from 2020

Net Assets

Up

$1,592,470

Up $27,425 (+1.8%) from 2020

Liabilities

Up

$9,529

Up $8,121 (+577%) from 2020

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin8th percentile

Revenue

Down

$45,532

Down $413,069 (-90%) from 2020

Expenses

Down

$59,319

Down $12,143 (-17%) from 2020

Net Income

Down

-$13,787

Down $400,926 (-104%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2021

Assets$1,601,999
Liabilities$9,529
Net Assets$1,592,470
Open 2021 Filing

Operations Trend

Revenue Growth1st 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

2021

Revenue$45,532
Expenses$59,319
Net Income-$13,787
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 4, 2021
Return Version
2020v4.0
Gross Receipts
$91,360
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$1,565,045$1,592,470▲ $27,425
Investments Other Securities$678,454$761,524▲ $83,070
Land, Buildings, and Equipment, Net$448,193$462,864▲ $14,671
Cash and Non-Interest-Bearing Accounts$217,616$159,417▼ $58,199
Savings and Temporary Cash Investments$127,065$127,166▲ $101
Inventories for Sale or Use$92,509$88,689▼ $3,820
Accounts Receivable-$0-
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$1,566,453$1,601,999▲ $35,546
Other Assets Total$2,616$2,339▼ $277
Liabilities
Other Liabilities$1,210$5,895▲ $4,685
Accounts Payable and Accrued Expenses$198$3,634▲ $3,436
Total Liabilities$1,408$9,529▲ $8,121
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,565,045$1,592,470▲ $27,425
Total Liabilities and Net Assets / Fund Balance$1,566,453$1,601,999▲ $35,546

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$263,835$99,869$363,704
Leasehold Improvements$69,397$59,694$129,091
Land$121,234-$121,234
Equipment$6,210$18,431$24,641
Other Land Buildings$2,188$13,643$15,831
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Freda MottoPresident
Bob SearlsTrustee
Brenna RajewichTrustee
Cari AmundsenTrustee
Carletta SteeleTrustee
Carol MartellaTrustee
Janice LuceroTrustee
Jim PfaffTrustee
Joe TuneTrustee
John PeltierTrustee
Lee C Heim JrTrustee
Linda BossardTrustee
Lynda QuigleyTrustee
Marie BairyTrustee
Mary AkinTrustee
Mary ByersTrustee
Michael Moradian JrTrustee
Seena RhineTrustee
Steve HamptonTrustee
Sylvia FraiserTrustee
Virginia BerryTrustee
Wayne MathesTrustee
Susan BaudlerFirst VP
Carole DovichiSecond VP
Margie NederSecretary
Rodney KreifelsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$17,441
Program Service Revenue
$155
Investment Income
$40,394
Other Revenue
$-12,458
All Other Contributions
$8,366
Change in Net Assets
$-13,787
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$59,319
Total Fundraising Expense$4,772
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion-$16,692-$16,692
Insurance-$6,661-$6,661
All Other Expenses$3,848$1,558$301$5,707
Advertising--$4,471$4,471
Fees for Services Other-$3,364-$3,364
Other Expenses$2,895--$2,895
Fees for Services Accounting-$2,100-$2,100
Total Functional Expenses$24,172$30,375$4,772$59,319
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$676
Professional Fundraising Fees$0
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
Gift Certificates$4,365
15th Street Security Deposit$1,100
Sales Tax Payable$369
Register Change Fund$60
Rounding$1
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 35% controlled entity
No
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
2021-11-04
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
CA
Voting Board Members
26
Independent Board Members
27
Employees
0
Volunteers
130

Preparer

Firm
Hawks & Associates Cpas Inc
Address
39 N WASHINGTON ST STE A, SONORA, CA 95370
Preparer
Robert a Hawks Jr CPA
Phone
2095888760
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.”

Raw XML AppendixShowing 400 of 613 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0198
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03634
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE MISSION OF THE MCHENRY MANSION FOUNDATION IS TO PRESERVE, RESTORE, INTERPRET AND SUPPORT THE MCHENRY MANSION.
IRS990/AdvertisingGrp/FundraisingAmt04471
IRS990/AdvertisingGrp/TotalAmt04471
IRS990/AllOtherContributionsAmt08366
IRS990/AllOtherExpensesGrp/FundraisingAmt0301
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01558
IRS990/AllOtherExpensesGrp/ProgramServicesAmt03848
IRS990/AllOtherExpensesGrp/TotalAmt05707
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0CARLETTA STEELE
IRS990/BooksInCareOfDetail/PhoneNum02099681274
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0924 15TH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0MODESTO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095354
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0217616
IRS990/CashNonInterestBearingGrp/EOYAmt0159417
IRS990/ChangeToOrgDocumentsInd0true
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt023739
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt017441
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt040394
IRS990/CYOtherExpensesAmt059319
IRS990/CYOtherRevenueAmt0-12458
IRS990/CYProgramServiceRevenueAmt0155
IRS990/CYRevenuesLessExpensesAmt0-13787
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt059319
IRS990/CYTotalFundraisingExpenseAmt04772
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt045532
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt016692
IRS990/DepreciationDepletionGrp/TotalAmt016692
IRS990/Desc0TO ENHANCE THE QUALITY OF LIFE IN MODESTO BY MAINTAINING AND PRESERVING THE HISTORICAL LANDMARK THE MCHENRY MANSION AS A HISTORICAL TREASURE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt016697
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02100
IRS990/FeesForServicesAccountingGrp/TotalAmt02100
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03364
IRS990/FeesForServicesOtherGrp/TotalAmt03364
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt200.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt230.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt250.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt190.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt200.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt230.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt250.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/PersonNm0LINDA BOSSARD
IRS990/Form990PartVIISectionAGrp/PersonNm1CARI AMUNDSEN
IRS990/Form990PartVIISectionAGrp/PersonNm2CAROLE DOVICHI
IRS990/Form990PartVIISectionAGrp/PersonNm3MARIE BAIRY
IRS990/Form990PartVIISectionAGrp/PersonNm4RODNEY KREIFELS
IRS990/Form990PartVIISectionAGrp/PersonNm5SUSAN BAUDLER
IRS990/Form990PartVIISectionAGrp/PersonNm6WAYNE MATHES
IRS990/Form990PartVIISectionAGrp/PersonNm7MARY AKIN
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN PELTIER
IRS990/Form990PartVIISectionAGrp/PersonNm9STEVE HAMPTON
IRS990/Form990PartVIISectionAGrp/PersonNm10SEENA RHINE
IRS990/Form990PartVIISectionAGrp/PersonNm11BOB SEARLS
IRS990/Form990PartVIISectionAGrp/PersonNm12JIM PFAFF
IRS990/Form990PartVIISectionAGrp/PersonNm13JOE TUNE
IRS990/Form990PartVIISectionAGrp/PersonNm14LEE C HEIM JR
IRS990/Form990PartVIISectionAGrp/PersonNm15MICHAEL MORADIAN JR
IRS990/Form990PartVIISectionAGrp/PersonNm16FREDA MOTTO
IRS990/Form990PartVIISectionAGrp/PersonNm17CARLETTA STEELE
IRS990/Form990PartVIISectionAGrp/PersonNm18CAROL MARTELLA
IRS990/Form990PartVIISectionAGrp/PersonNm19JANICE LUCERO
IRS990/Form990PartVIISectionAGrp/PersonNm20MARGIE NEDER
IRS990/Form990PartVIISectionAGrp/PersonNm21SYLVIA FRAISER
IRS990/Form990PartVIISectionAGrp/PersonNm22LYNDA QUIGLEY
IRS990/Form990PartVIISectionAGrp/PersonNm23MARY BYERS
IRS990/Form990PartVIISectionAGrp/PersonNm24VIRGINIA BERRY
IRS990/Form990PartVIISectionAGrp/PersonNm25BRENNA RAJEWICH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECOND VP
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5FIRST VP
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16President
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt20Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt21Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt22Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt23Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt24Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt25Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt0676
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt026
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt091360
IRS990/GrossRentsGrp/RealAmt09000
IRS990/GrossSalesOfInventoryAmt024370
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt027
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt06661
IRS990/InsuranceGrp/TotalAmt06661
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt092509
IRS990/InventoriesForSaleOrUseGrp/EOYAmt088689
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt040394
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt040394
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0678454
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0761524
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0191637
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0448193
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0462864
IRS990/LandBldgEquipCostOrOtherBssAmt0654501
IRS990/LegalDomicileStateCd0CA
IRS990/LessRentalExpensesGrp/RealAmt021413
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt09075
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0THE MISSION OF THE MCHENRY MANSION FOUNDATION IS TO PRESERVE, RESTORE, INTERPRET AND SUPPORT THE MCHENRY MANSION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01565045
IRS990/NetAssetsOrFundBalancesEOYAmt01592470
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-676
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0631
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0631
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-12413
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-12413
IRS990/NetUnrlzdGainsLossesInvstAmt041212
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02616
IRS990/OtherAssetsTotalGrp/EOYAmt02339
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0GUILD EXPENSE
IRS990/OtherExpensesGrp/Desc1Christmas Party
IRS990/OtherExpensesGrp/Desc2EDUCATIONAL PROGRAMS
IRS990/OtherExpensesGrp/Desc3DOCENT PROGRAM
IRS990/OtherExpensesGrp/ProgramServicesAmt06465
IRS990/OtherExpensesGrp/ProgramServicesAmt16384
IRS990/OtherExpensesGrp/ProgramServicesAmt24580
IRS990/OtherExpensesGrp/ProgramServicesAmt32895
IRS990/OtherExpensesGrp/TotalAmt06465
IRS990/OtherExpensesGrp/TotalAmt16384
IRS990/OtherExpensesGrp/TotalAmt24580
IRS990/OtherExpensesGrp/TotalAmt32895
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt01210
IRS990/OtherLiabilitiesGrp/EOYAmt05895
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,601,999
Liabilities
$9,529
Net assets
$1,592,470
Revenue
$45,532
Expenses
$59,319
Net income
-$13,787
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