SHIRLEY PLANTATION FOUNDATION

EIN: 262524447 501(c)(3) Arts, Culture & Humanities

CHARLES CITY, VA

Total Revenue
$131,101
Total Expenses
$123,151
Total Assets
$75,169
Net Assets
$-37,522
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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
2009
Legal Domicile
VA
Phone
8048295121
Tax Period
2023-01-01 to 2023-12-31

SHIRLEY PLANTATION FOUNDATION, founded in 2009, is a small nonprofit in the Arts, Culture & Humanities sector that reported $131K in total revenue in fiscal year 2023. Expenses of $123K left a modest 6% surplus.

Program Service Accomplishments

Program 1
Expenses: $84,153 Revenue: $88,655

THE FOUNDATION AFTER BEING ESTABLISHED, HAS CARRIED ON ITS PURPOSE OF BEING A HISTORICAL EDUCATIONAL ENTITY, UTILIZED BY THE GENERAL PUBLIC INCLUDING SECONDARY SCHOOL STUDENTS. IN ADDITION, THE...

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THE FOUNDATION AFTER BEING ESTABLISHED, HAS CARRIED ON ITS PURPOSE OF BEING A HISTORICAL EDUCATIONAL ENTITY, UTILIZED BY THE GENERAL PUBLIC INCLUDING SECONDARY SCHOOL STUDENTS. IN ADDITION, THE FOUNDATION HAS ACCOMPLISHED ITS PURPOSE OF THE PRESERVATION OF HISTORICAL ANTIQUITIES AT HISTORIC SHIRLEY PLANTATION IN THE COMMONWEALTH OF VIRGINIA. THE PROPERTIES AND MANY OF THE ARTIFACTS BEING PRESERVED ARE OVER 300 YEARS OLD AND HAVE IMMEASURABLE VALUE, HAVING SURVIVED THE CIVIL WAR AND OTHER HISTORICAL EVENTS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $37,531
Program Service Revenue $88,655
Investment Income $0
Other Revenue $4,915
TOTAL REVENUE $131,101

Expense Breakdown

Grants Paid $0
Salaries & Benefits $80,652
Fundraising Expenses $0
Program Expenses $84,153
Other Expenses $42,499
TOTAL EXPENSES $123,151

Year-over-Year Comparison

2023 2022 Change
Revenue $131,101 $135,093 0.0%
Expenses $123,151 $157,711 -0.2%
Net Income $7,950 $-22,618 -1.4%
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

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Governance

Voting Members
8
Independent Members
6
Employees
6
Volunteers
12

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
3
$18,081
Total Directors
8
$18,081
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LAUREN MURPHY CARTER PRESIDENT 40.00
Officer Director
$0 $18,081 $18,081
CHARLES H CARTER III TREASURER/SECRETARY 4.00
Officer Director
$0 $0 $0
ROBERT H CHAPPELL III DIRECTOR 4.00
Director
$0 $0 $0
W LEE DANIELS PHD DIRECTOR 4.00
Director
$0 $0 $0
MARY BETH MCINTIRE DIRECTOR 4.00
Director
$0 $0 $0
JACQUELINE STOKER STEWART DIRECTOR 4.00
Director
$0 $0 $0
ROBERT J TEAGLE DIRECTOR 4.00
Director
$0 $0 $0
JULIAN CHARITY DIRECTOR & VP 4.00
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 $131,101 $123,151 $75,169 $7,950
2022 $135,093 $157,711 $70,563 $-22,618
2021 $164,641 $144,877 $89,435 $19,764
2020 $49,422 $188,760 $91,739 $-139,338
2019 $247,615 $200,718 $186,235 $46,897
2018 $229,427 $260,549 $147,855 $-31,122
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