HISTORIC HOPEWELL FOUNDATION INC

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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

1972

Legal Domicile

Principal Officer

JOHN B PARTIN

Phone

8044584682

Tax Period

2024-07-01 to 2025-06-30

HISTORIC HOPEWELL FOUNDATION INC, founded in 1972, is a small nonprofit in the Arts, Culture & Humanities sector that reported $352K in total revenue in fiscal year 2024. Revenue surged 73% from the prior year, signaling strong growth momentum. The organization ran a surplus of $235K, a strong 67% operating margin.

Mission

MAINTAINING AND PRESERVING OF HISTORIC BUILDINGS AND GROUNDS WITHIN THE CITY OF HOPEWELL, VIRGINIA. THE PROPERTIES ARE AVAILABLE FOR PUBLIC TOURS AND OTHER COMMUNITY USES.

Program Service Accomplishments

Program 1

Expenses: $82,906

MAINTAINING AND PRESERVING OF HISTORIC BUILDINGS AND GROUNDS WITHIN THE CITY OF HOPEWELL, VIRGINIA. THE PROPERTIES ARE AVAILABLE FOR PUBLIC TOURS AND OTHER COMMUNITY USES.

Program 2

Expenses: $3,039

ORGANIZATION SPONSORS EXHIBITS, LECTURES, WORKSHOPS, SPECIAL MEETINGS AND EVENTS THAT ARE TO PROMOTE THE HISTORY OF THE LOCAL COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $279,699

Program Service Revenue $2,056

Investment Income $11,427

Other Revenue $58,609

TOTAL REVENUE $351,791

Expense Breakdown

Grants Paid $0

Salaries & Benefits $47,859

Fundraising Expenses $0

Program Expenses $85,945

Other Expenses $68,588

TOTAL EXPENSES $116,447

Year-over-Year Comparison

	2024	2023	Change
Revenue	$351,791	$203,777	+0.7%
Expenses	$116,447	$112,410	+0.0%
Net Income	$235,344	$91,367	+1.6%

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

Volunteers

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS WAGSTAFF	President	1.00	Officer Director	$0	$0	$0
SUSAN ELIADES	Vice President	1.00	Officer Director	$0	$0	$0
JOHN PARTIN	Treasurer	10.00	Officer Director	$0	$0	$0
PEGGY HENDERSON	Secretary	1.00	Officer Director	$0	$0	$0
BILL AUTON	Trustee	1.00	Director	$0	$0	$0
JANE BUJAKOWSKI	Trustee	1.00	Director	$0	$0	$0
MIKE HACKLEY	Trustee	1.00	Director	$0	$0	$0
CLAIRE HALEY	Trustee	1.00	Director	$0	$0	$0
KATHY HUDSON	Trustee	1.00	Director	$0	$0	$0
JEANIE LANGFORD	Trustee	1.00	Director	$0	$0	$0
IRMA GAIL MAHANEY	Trustee	1.00	Director	$0	$0	$0
PATTI PARKER	Trustee	1.00	Director	$0	$0	$0
BETSY REYNOLDS	Trustee	1.00	Director	$0	$0	$0
ROBIN SOMERS-STROM	Trustee	1.00	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	$351,791	$116,447	$1,477,886	$235,344
2024	$203,777	$112,410	$1,247,873	$91,367
2023	$204,508	$119,441	$1,047,204	$85,067
2022	$70,913	$135,284	$1,070,939	$-64,371
2021	$164,554	$95,772	$1,137,171	$68,782
2020	$98,330	$125,232	$1,077,051	$-26,902
2019	$173,516	$161,950	$1,053,399	$11,566