LYNCHBURG HISTORICAL FOUNDATION IN (EIN 237283283) - 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

1972

Legal Domicile

Principal Officer

KATHERYN M BROWN

Phone

4345285353

Tax Period

2022-01-01 to 2022-12-31

LYNCHBURG HISTORICAL FOUNDATION IN, founded in 1972, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $47K in total revenue in fiscal year 2018. Revenue decreased 13% compared to the prior year. Expenses of $77K exceeded revenue, resulting in a 65% operating deficit.

Mission

TO PRESERVE AND RESTORE HISTORICAL PROPERTIES IN LYNCHBURG

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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 (2022)

Revenue Breakdown

Contributions & Grants $37,135

Program Service Revenue $0

Investment Income $5,977

Other Revenue $-17,558

TOTAL REVENUE $25,554

Expense Breakdown

Grants Paid $0

Salaries & Benefits $43,624

Fundraising Expenses $6,698

Program Expenses $47,179

Other Expenses $23,733

TOTAL EXPENSES $67,357

Year-over-Year Comparison

	2022	2021	Change
Revenue	$25,554	$49,959	-0.5%
Expenses	$67,357	$68,056	0.0%
Net Income	$-41,803	$-18,097	+1.3%

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

N/A

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

$29,538

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HENRY C DEVENING	DIRECTOR	5.00	Director	$0	$0	$0
BENJAMIN JACOBS	DIRECTOR	5.00	Director	$0	$0	$0
LUKE DYKEMAN	TREASURER	5.00	Officer Director	$0	$0	$0
TRAVIS MCDONALD	DIRECTOR	5.00	Director	$0	$0	$0
COURTNEY CLARK HUNT	2ND VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
DELORES B MERRILL	SECRETARY	5.00	Officer Director	$0	$0	$0
JACOB H SNOW	DIRECTOR	5.00	Director	$0	$0	$0
DANA N BLACKWOOD	PRESIDENT	5.00	Officer Director	$0	$0	$0
GERARD F SHERAYKO	DIRECTOR	5.00	Director	$0	$0	$0
ALEX WINSTEAD	MEMBER AT LARGE	5.00	Officer Director	$0	$0	$0
GILES K SNYDOR	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
THOMAS W SWEENEY	DIRECTOR	5.00	Director	$0	$0	$0
KATHERYN MOSELEY BROWN	EXECUTIVE DIRECTOR	25.00	Key Emp	$29,538	$0	$29,538

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
2022	$25,554	$67,357	$668,519	$-41,803
2021	$49,959	$68,056	$774,576	$-18,097
2020	$48,939	$81,934	$710,871	$-32,995
2019	$62,658	$73,992	$697,767	$-11,334
2018	$46,842	$77,358	$632,994	$-30,516

LYNCHBURG HISTORICAL FOUNDATION IN