Civic Intelligence

Mchenry Mansion Foundation Carlotta Steele

990 • Fiscal year 2024 • EIN 94-2903913

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

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

26th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

47th percentile

0.07x

Higher debt load relative to revenue than 47% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

62nd percentile

11%

Higher net margin than 62% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

53rd percentile

5.5%

Faster asset growth than 53% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

4.0%

Faster revenue growth than 42% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,704,576

Up $88,114 (+5.5%) from 2023

Net Assets

Up

$1,699,222

Up $89,229 (+5.5%) from 2023

Liabilities

Down

$5,354

Down $1,115 (-17%) from 2023

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin62nd percentile

Revenue

Up

$81,986

Up $3,125 (+4.0%) from 2023

Expenses

Down

$73,073

Down $4,311 (-5.6%) from 2023

Net Income

Up

$8,913

Up $7,436 (+503%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2024

Assets$1,704,576
Liabilities$5,354
Net Assets$1,699,222
Open 2024 Filing

Operations Trend

Revenue Growth42nd 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

2024

Revenue$81,986
Expenses$73,073
Net Income$8,913
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$173,299
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$1,609,993$1,699,222▲ $89,229
Investments Other Securities$828,010$895,224▲ $67,214
Land, Buildings, and Equipment, Net$529,234$515,416▼ $13,818
Cash and Non-Interest-Bearing Accounts$122,531$152,870▲ $30,339
Inventories for Sale or Use$95,430$96,571▲ $1,141
Accounts Receivable$32,818$33,019▲ $201
Savings and Temporary Cash Investments$6,539$9,134▲ $2,595
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$1,616,462$1,704,576▲ $88,114
Other Assets Total$1,900$2,342▲ $442
Liabilities
Other Liabilities$6,079$4,328▼ $1,751
Accounts Payable and Accrued Expenses$390$1,026▲ $636
Total Liabilities$6,469$5,354▼ $1,115
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,609,993$1,699,222▲ $89,229
Total Liabilities and Net Assets / Fund Balance$1,616,462$1,704,576▲ $88,114

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$235,860$127,844$363,704
Leasehold Improvements$147,259$84,566$231,825
Land$121,234-$121,234
Equipment$4,401$24,505$28,906
Other Land Buildings$6,662$15,669$22,331
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Freda MottoPresident
Susan BaudlerPresident
Barry KoesterTrustee
Brenna RajewichTrustee
Cari AmundsenTrustee
Carletta SteeleTrustee
Craig StanleyTrustee
Doug NutsonTrustee
Gary BoudreauxTrustee
John PeltierTrustee
Lee C Heim JrTrustee
Lynda QuigleyTrustee
MICHELLE McCARTHYTrustee
Marco SepulvedaTrustee
Margie NederTrustee
Richard CatoTrustee
Seena RhineTrustee
Sue GomesTrustee
Wayne MathesTrustee
Carole DovichiFirst VP
Steve HamptonSecond VP
Marie BaireySecretary
Rodney KreifelsTreasurer
Valerie HurstTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$41,815
Program Service Revenue
$7,387
Investment Income
$10,243
Other Revenue
$22,541
All Other Contributions
$24,145
Change in Net Assets
$8,913
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$73,073
Total Fundraising Expense$5,151
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$6,547$4,511-$11,058
Depreciation Depletion-$7,737-$7,737
Insurance-$6,733-$6,733
Advertising--$5,151$5,151
Fees for Services Accounting$3,366$1,450-$4,816
Other Expenses$13,699$2,809-$2,809
Fees for Service Investment Mgmnt Fees-$2,511-$2,511
Travel$1,995--$1,995
Total Functional Expenses$25,607$42,315$5,151$73,073
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$52,295
Fundraising Direct Expenses$19,889
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$22,223$22,223$6,407$15,816
Table Setting$20,459$20,459$11,554$8,905
Total Events$52,295$52,295$19,889$32,406
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
Due to$2,655
15th Street Security Deposit$1,100
Sales Tax Payable$302
Register Change Fund$214
Gift Certificates$57
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, Section B, Line 11B

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

Form 990, Part VI, Section C, Line 18

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

Form 990, Part VI, Section C, Line 19

“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
Valerie Hurst
Title
Treasurer
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
CA
Voting Board Members
24
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
Matthew Manafi
Phone
2095888760
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“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

“ANNUAL MEETING: Column (A) - Total = $498; Column (B) - Program Services = $0; Column (C) - Management & General = $498; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“BANK CHARGES: Column (A) - Total = $72; Column (B) - Program Services = $72; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“CREDIT CARD SERVICE CHARGES: Column (A) - Total = $1471; Column (B) - Program Services = $0; Column (C) - Management & General = $1471; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“EDUCATIONAL PROGRAMS: Column (A) - Total = $726; Column (B) - Program Services = $726; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“GUILD EXPENSE: Column (A) - Total = $2125; Column (B) - Program Services = $2125; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“JANITORIAL : Column (A) - Total = $900; Column (B) - Program Services = $0; Column (C) - Management & General = $900; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“membership & dues: Column (A) - Total = $696; Column (B) - Program Services = $0; Column (C) - Management & General = $696; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“MEMORIALS: Column (A) - Total = $75; Column (B) - Program Services = $75; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“MISCELLANEOUS: Column (A) - Total = $472; Column (B) - Program Services = $0; Column (C) - Management & General = $472; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

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

Form 990, Part IX, Line 24E

“Postage and Shipping: Column (A) - Total = $120; Column (B) - Program Services = $0; Column (C) - Management & General = $120; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

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

Form 990, Part IX, Line 24E

“SUPPLIES: Column (A) - Total = $2105; Column (B) - Program Services = $1801; Column (C) - Management & General = $304; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“TAXES & LICENSES: Column (A) - Total = $50; Column (B) - Program Services = $0; Column (C) - Management & General = $50; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“TELEPHONE: Column (A) - Total = $1628; Column (B) - Program Services = $1628; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“WEBSITE HOSTING: Column (A) - Total = $120; Column (B) - Program Services = $120; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Raw XML AppendixShowing 400 of 647 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/TitleTxt2Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Trustee
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,704,576
Liabilities
$5,354
Net assets
$1,699,222
Revenue
$81,986
Expenses
$73,073
Net income
$8,913
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