LONG BRANCH HISTORIC HOUSE & FARM

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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

2010

Legal Domicile

Principal Officer

RANDY BUCKLEY

Phone

5408371856

Tax Period

2024-01-01 to 2024-12-31

LONG BRANCH HISTORIC HOUSE & FARM, founded in 2010, is a small nonprofit in the Arts, Culture & Humanities sector that reported $650K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $114K, a strong 18% operating margin.

Mission

OUR PURPOSE IS TO PRESERVE AND UTILIZE THE ASSETS OF THE LONG BRANCH ESTATE FOR THE BENEFIT OF OUR LOCAL AND REGIONAL COMMUNITIES. THE HISTORIC HOUSE, ACTIVE EQUINE FARM AND SCENIC OPEN SPACE ALLOW US TO PROMOTE EDUCATION, ENVIRONMENTAL PRESERVATION AND HOST COMMUNITY EVENTS.

Program Service Accomplishments

Program 1

Expenses: $276,800

A PRESERVED 400 ACRE FARM: THIS CULTURAL LANDSCAPE HAS BEEN SHAPED BY EUROPEAN HANDS FOR OVER 200 YEARS AND IS A TESTAMENT TO THE LIVES OF THOSE WHO HAVE GONE BEFORE. THE FARM, WHICH IS PROTECTED...

A PRESERVED 400 ACRE FARM: THIS CULTURAL LANDSCAPE HAS BEEN SHAPED BY EUROPEAN HANDS FOR OVER 200 YEARS AND IS A TESTAMENT TO THE LIVES OF THOSE WHO HAVE GONE BEFORE. THE FARM, WHICH IS PROTECTED FROM FUTURE DEVELOPMENT BY A CONSERVATION EASEMENT, SERVES AS A REMINDER OF LONG BRANCH'S ONCE PROMINENT ROLE AS A MASSIVE PLANTATION. OUR HERD OF RETIRED HORSES HARKENS BACK TO OUR PROUD EQUINE HERITAGE. WITH MILES OF PUBLICALLY ACCESSIBLE ROADS AND 14 MILES OF FENCING, THE LANDSCAPE AND ITS HORSES IS AN ASSET TO CLARKE COUNTY AND CITIZENS WHO ENJOY OUR GROUNDS.

Program 2

Expenses: $32,689

HISTORIC LONG BRANCH OPERATES, MAINTAINS, AND ENGAGES THE GENERAL PUBLIC WITH ITS STUNNING CIRCA 1811 HISTORIC HOME. DESIGNED IN PART BY BENJAMIN HENRY LATROBE, THE ARCHITECT OF THE U.S. CAPITOL. THE STRUCTURE HAS BEEN HOME TO SOME OF THE MOST FAMOUS FAMILIES IN VIRGINIA'S LONG HISTORY AND HAS LONG BEEN REGARDED AS ONE OF THE MOST SPECTACULAR HOMES IN VIRGINIA'S SHENANDOAH VALLEY. THE HOUSE IS OPEN FOR TOURS AND IS AN ENVIRONMENT TO EDUCATE THE PRESENT GENERATION ABOUT OUR NATION'S PAST.

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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 $231,108

Program Service Revenue $363,015

Investment Income $40,547

Other Revenue $15,618

TOTAL REVENUE $650,288

Expense Breakdown

Grants Paid $0

Salaries & Benefits $237,752

Fundraising Expenses $19,510

Program Expenses $309,489

Other Expenses $298,552

TOTAL EXPENSES $536,304

Year-over-Year Comparison

	2024	2023	Change
Revenue	$650,288	$558,072	+0.2%
Expenses	$536,304	$566,637	-0.1%
Net Income	$113,984	$-8,565	-14.3%

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

$41,028

Total Directors

$81,944

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIANNE CASEY	ASSISTANT TR	N/A	Officer Director	$41,028	$0	$41,028
TERESA A CONDON	EXECUTIVE DI	40.00	Director	$40,916	$0	$40,916
LINDA ARMBRUST	DIRECTOR	N/A	Director	$0	$0	$0
RIVES BACON	DIRECTOR	N/A	Director	$0	$0	$0
SUSI BAILEY	TREASURER	N/A	Officer Director	$0	$0	$0
LISA DEHRER BELL	DIRECTOR	N/A	Director	$0	$0	$0
RANDY BUCKLEY	PRESIDENT	N/A	Officer Director	$0	$0	$0
ANDREW FERRARI	DIRECTOR	N/A	Director	$0	$0	$0
FRANCES GREENE	DIRECTOR	N/A	Director	$0	$0	$0
PHILLIP HUGHES	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
ROBIN RICHARDS	DIRECTOR	N/A	Director	$0	$0	$0
CAROLINE ROBERTS	DIRECTOR EME	N/A	Director	$0	$0	$0
DORIS STIMPSON	SECRETARY	N/A	Officer Director	$0	$0	$0
IAN RD WILLIAMS	DIRECTOR	N/A	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	$650,288	$536,304	$2,418,675	$113,984
2023	$558,072	$566,637	$373,077	$-8,565
2022	$605,102	$580,707	$415,017	$24,395
2021	$592,250	$508,598	$364,895	$83,652
2020	$439,569	$514,914	$321,888	$-75,345
2019	$487,219	$592,329	$363,750	$-105,110
2018	$495,558	$519,813	$477,640	$-24,255