HISTORIC STAUNTON FOUNDATION INC (EIN 237222127) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Principal Officer

KELLY GRANTIER

Phone

5408857676

Tax Period

2023-01-01 to 2023-12-31

HISTORIC STAUNTON FOUNDATION INC, founded in 1971, is a small nonprofit that reported $161K in total revenue in fiscal year 2018. Net assets of $523K represent 39 months of operating reserves.

Mission

ARCHITECTURAL PRESERVATION

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $409,926

Program Service Revenue $0

Investment Income $78,141

Other Revenue $32,568

TOTAL REVENUE $520,635

Expense Breakdown

Grants Paid $0

Salaries & Benefits $137,175

Fundraising Expenses $24,505

Program Expenses $144,127

Other Expenses $55,752

TOTAL EXPENSES $192,927

Year-over-Year Comparison

	2023	2022	Change
Revenue	$520,635	$170,410	+2.1%
Expenses	$192,927	$189,796	+0.0%
Net Income	$327,708	$-19,386	-17.9%

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

375

Employees

Volunteers

100

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

$78,510

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANK STRASSLER	EXECUTIVE DI	40.00	Officer	$61,999	$16,511	$78,510
DUANE BARRON	DIRECTOR	1.00	Director	$0	$0	$0
DAVE SHUE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
LINDA STEIGLEDER	DIRECTOR	1.00	Director	$0	$0	$0
LEONARD PITTMAN	DIRECTOR	1.00	Director	$0	$0	$0
DREAMA ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
SHARON ANGLE	DIRECTOR	1.00	Director	$0	$0	$0
BOB BARRON	DIRECTOR	1.00	Director	$0	$0	$0
BRITT BECKER	TREASURER	1.00	Director	$0	$0	$0
STEVEN BUTLER	DIRECTOR	1.00	Director	$0	$0	$0
KELLY GRANTIER	PRESIDENT	8.00	Officer Director	$0	$0	$0
DAIN HAMMOND	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA HARDESTY	DIRECTOR	1.00	Director	$0	$0	$0
LIBBY HARTMAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVE PERRY-MILLER	DIRECTOR	1.00	Director	$0	$0	$0
NELSON HAY	SECRETARY	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$520,635	$192,927	$2,285,269	$327,708
2022	$170,410	$189,796	$1,755,968	$-19,386
2021	$720,733	$170,504	$2,075,136	$550,229
2020	$928,322	$161,912	$1,416,345	$766,410
2019	$151,020	$156,991	$598,862	$-5,971
2018	$161,422	$175,045	$525,086	$-13,623

HISTORIC STAUNTON FOUNDATION INC