McHenry Mansion Foundation: Nonprofit Profile, Financials & Form 990 (EIN 94-2903913)

Revenue by fiscal year
FY2020	$459K
FY2021	$46K
FY2022	$18K
FY2023	$79K
FY2024	$82K
FY2025	$47K

Expenses by fiscal year
FY2020	$71K
FY2021	$59K
FY2022	$52K
FY2023	$77K
FY2024	$73K
FY2025	$96K

Net assets by fiscal year
FY2020	$1.6M
FY2021	$1.6M
FY2022	$1.6M
FY2023	$1.6M
FY2024	$1.7M
FY2025	$1.7M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1984.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

37 cents of each dollar spent went to programs.

37%

57%

Program services 37% · $36K Management & general 57% · $55K Fundraising 5% · $5K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

27 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII

Richard Cato

Trustee

$0Pt VII · Sec A

Barry Koester

Trustee

$0Pt VII · Sec A

Cari Amundsen

Trustee

$0Pt VII · Sec A

Carole Dovichi

President

$0Pt VII · Sec A

Marie Bairey

Secretary

$0Pt VII · Sec A

Rodney Kreifels

Trustee

$0Pt VII · Sec A

Susan Baudler

Trustee

$0Pt VII · Sec A

Wayne Mathes

Trustee

$0Pt VII · Sec A

See McHenry Mansion Foundation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Preserves, restores, interprets, and supports the historic McHenry Mansion.

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3 programs · $36K · in their own filed words · FY2024

01

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 and the victorian lifestyle.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 94-2903913) · Dispute this line

$36Kprogram expense

02

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.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 94-2903913) · Dispute this line

Pt IX · Ln 25 · col B

03

The mchenry mansion foundation through its docent program provides educational tours of the mchenry mansion every day except saturday from noon to 4 PM.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 94-2903913) · Dispute this line

Pt IX · Ln 25 · col B

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$47K

Ln 12

Gifts and grantsLn 1h$67K

Fees for servicesLn 2g$10K

Investment incomeLn 3$6K

Money outPt IX

$96K

Ln 25

Programscol B$36K

Managementcol C$55K

Fundraisingcol D$5K

Owns and owesPt X

$1.7M

net assets · Ln 32

Cash and savingsLn 1–2$148K

Total assetsLn 16$1.7M

LiabilitiesLn 26$27K

PeoplePt VI, VII

27

listed · VII A

PaidVII A0

Voting boardVI 1a29

IndependentVI 1b29

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$67K

Fundraising eventsLn 1c$3K

Fees for servicesLn 2g$10K

Investment incomeLn 3$6K

Gains on assetsLn 7$0

Total revenueLn 12$47K

Assets in detailPt X, end of year

CashLn 1$137K

SavingsLn 2$11K

Cash and savings togetherLn 1–2$148K

Inventories for sale or useLn 8$84K

Land, buildings, equipmentLn 10c$499K

InvestmentsLn 11–13$1.0M

Other assetsLn 15$3K

Total assetsLn 16$1.7M

LiabilitiesLn 26$27K

Net assetsLn 32$1.7M

OperationsPt I, VI

EmployeesI 50

VolunteersI 6130

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$162K	$148K
InvestmentsLn 11–13	$895K	$1.0M
Land, buildings, equipmentLn 10c	$515K	$499K
Total assetsLn 16	$1.7M	$1.7M
LiabilitiesLn 26	$5K	$27K
Net assetsLn 32	$1.7M	$1.7M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$0
Grants to domestic individualsLn 2	$0
Grants and assistance to foreign recipientsLn 3	$0
Benefits paid to or for membersLn 4	$0
Pay of officers and key staff (Part IX, line 5)Ln 5	$0
Pay of disqualified personsLn 6	$0
Other salaries and wagesLn 7	$0
Pension plan contributionsLn 8	$0
Other employee benefitsLn 9	$0
Payroll taxesLn 10	$0
Management feesLn 11a	$0
Legal feesLn 11b	$0
Accounting feesLn 11c	$5K	$3K	$2K
Lobbying feesLn 11d	$0
Professional fundraising feesLn 11e	$0
Investment management feesLn 11f	$3K		$3K
Other fees for servicesLn 11g	$0
Advertising and promotionLn 12	$5K			$5K
Office expensesLn 13	$60		$60
Information technologyLn 14	$172		$172
RoyaltiesLn 15	$0
OccupancyLn 16	$0
TravelLn 17	$5K	$5K
Travel and entertainment for public officialsLn 18	$0
Conferences, conventions and meetingsLn 19	$0
InterestLn 20	$0
Payments to affiliatesLn 21	$0
Depreciation, depletion and amortizationLn 22	$7K		$7K
InsuranceLn 23	$6K		$6K
Other expenses (24a–d)Ln 24	$52K	$22K	$30K
All other expensesLn 24e	$12K	$6K	$6K	$96
Total functional expensesLn 25	$96K	$36K	$55K	$5K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest ViewingFiled with the IRS Oct 13, 2025	$47K	$96K	−$49K	$1.7M	990 PDF
FY2024Filed with the IRS Nov 14, 2024	$82K	$73K	$9K	$1.7M	990 PDF
FY2023Filed with the IRS Nov 16, 2023	$79K	$77K	$1K	$1.6M	990 PDF
FY2022Filed with the IRS Oct 21, 2022	$18K	$52K	−$33K	$1.6M	990 PDF
FY2021Filed with the IRS Nov 4, 2021	$46K	$59K	−$14K	$1.6M	990 PDF
FY2020Filed with the IRS Jan 28, 2021	$459K	$71K	$387K	$1.6M	990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations

See the full FY2025 990

Part I · Summary $47,188 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $41,815$67,305

I-9 Program service revenuePrior year $7,387$9,784

I-10 Investment incomePrior year $10,243$5,845

I-11 Other revenuePrior year $22,541−$35,746

I-12 Total revenuePrior year $81,986$47,188

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to members$0

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $73,073$95,919

I-18 Total expensesPrior year $73,073$95,919

I-19 Revenue less expensesPrior year $8,913−$48,731

Part VI · Governance 29 of 29 board members independent, 3 to look at

VI-1a Voting members of the governing body29

VI-1b Independent voting members29

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

Part VIII · Statement of revenue $47,188 across 12 lines filed

Lines not itemized here account for $5,959 of total revenue; see the IRS return.

VIII-1b Membership dues$26,500

VIII-1c Fundraising events$3,420

VIII-1f All other contributions, gifts and grants$37,385

VIII-1h Total contributions, gifts and grants$67,305

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $9,784$9,784

VIII-3 Investment incomeRelated to mission $5,845$5,845

VIII-5 Royalties$0

VIII-6 Net rental income or lossRelated to mission −$16,472−$16,472

VIII-7 Net gain or loss on sales of assets$0

VIII-8 Net income from fundraising events$6,138

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission −$31,371−$31,371

VIII-12 Total revenueRelated to mission −$26,255$47,188

Part IX · Statement of functional expenses $95,919 across 31 lines filed

IX-1 Grants to domestic organizations$0

IX-2 Grants to domestic individuals$0

IX-3 Grants and assistance to foreign recipients$0

IX-4 Benefits paid to or for members$0

IX-5 Pay of officers and key staff (Part IX, line 5)$0

IX-6 Pay of disqualified persons$0

IX-7 Other salaries and wages$0

IX-8 Pension plan contributions$0

IX-9 Other employee benefits$0

IX-10 Payroll taxes$0

IX-11a Management fees$0

IX-11b Legal fees$0

IX-11c Accounting feesPrograms $3,040 · Management $1,640$4,680

IX-11d Lobbying fees$0

IX-11e Professional fundraising fees$0

IX-11f Investment management feesManagement $2,942$2,942

IX-11g Other fees for services$0

IX-12 Advertising and promotionFundraising $5,129$5,129

IX-13 Office expensesManagement $60$60

IX-14 Information technologyManagement $172$172

IX-15 Royalties$0

IX-16 Occupancy$0

IX-17 TravelPrograms $4,584$4,584

IX-18 Travel and entertainment for public officials$0

IX-19 Conferences, conventions and meetings$0

IX-20 Interest$0

IX-21 Payments to affiliates$0

IX-22 Depreciation, depletion and amortizationManagement $7,480$7,480

IX-23 InsuranceManagement $6,449$6,449

IX-24 Other expenses (24a–d)Programs $22,384 · Management $29,817$52,201

IX-24e All other expensesPrograms $5,845 · Management $6,281 · Fundraising $96$12,222

IX-25 Total functional expensesPrograms $35,853 · Management $54,841 · Fundraising $5,225$95,919

Part X · Balance sheet $1,734,856 assets, 22 lines filed

X-1 Cash, non-interest-bearingStart of year $152,870$137,286

X-2 Savings and temporary cash investmentsStart of year $9,134$10,823

X-3 Pledges and grants receivable$0

X-4 Accounts receivableStart of year $33,019$0

X-5 Loans to officers and key people$0

X-6 Loans to other insiders$0

X-7 Notes and loans receivable$0

X-8 Inventories for sale or useStart of year $96,571$84,312

X-9 Prepaid expenses and deferred charges$0

X-10c Land, buildings and equipment, netStart of year $515,416$498,611

X-11 Publicly traded securities$0

X-12 Other securitiesStart of year $895,224$1,001,054

X-13 Program-related investments$0

X-14 Intangible assets$0

X-15 Other assetsStart of year $2,342$2,770

X-16 Total assetsStart of year $1,704,576$1,734,856

X-17 Accounts payable and accrued expensesStart of year $1,026$25,376

X-25 Other liabilitiesStart of year $4,328$1,333

X-26 Total liabilitiesStart of year $5,354$26,709

X-31 Retained earnings or endowmentStart of year $1,699,222$1,708,147

X-32 Total net assets or fund balancesStart of year $1,699,222$1,708,147

X-33 Total liabilities and net assetsStart of year $1,704,576$1,734,856

Part XI · Reconciliation of net assets $1,708,147 net assets at year end

XI-1 Total revenue$47,188

XI-2 Total expenses$95,919

XI-3 Revenue less expenses−$48,731

XI-4 Net assets at start of year$1,699,222

XI-5 Net unrealized gains (losses) on investments$55,952

XI-8 Prior period adjustments$1,702

XI-9 Other changes in net assets$2

XI-10 Net assets at end of year$1,708,147

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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McHenry Mansion Foundation

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for McHenry Mansion Foundation

By the numbers

Filing history

Schedules filed Part IV