WASHINGTON HERITAGE MUSEUMS

EIN: 460803504 501(c)(3) Arts, Culture & Humanities

FREDERICKSBURG, VA

Total Revenue
$1,747,155
Total Expenses
$580,578
Total Assets
$7,337,290
Net Assets
$7,319,923
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
2012
Legal Domicile
VA
Principal Officer
CHUCK FENNELL
Phone
5403735630
Tax Period
2024-01-01 to 2024-12-31

WASHINGTON HERITAGE MUSEUMS, founded in 2012, is a small nonprofit in the Arts, Culture & Humanities sector that reported $536K in total revenue in fiscal year 2018. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $166K, a strong 31% operating margin.

Mission

THE MISSION OF WASHINGTON HERITAGE MUSEUMS IS TO PRESERVE, PROMOTE AND MAINTAIN ITS FIVE 18TH CENTURY PROPERTIES IN FREDERICKSBURG, VIRGINIA AND DEVELOP DYNAMIC EDUCATIONAL RESOURCES AND PROGRAMS TO ENGAGE AND INSPIRE THE INTREST OF EVERYONE.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,001,058
Program Service Revenue $92,024
Investment Income $526,328
Other Revenue $127,745
TOTAL REVENUE $1,747,155

Expense Breakdown

Grants Paid $0
Salaries & Benefits $380,265
Fundraising Expenses $39,368
Program Expenses $386,123
Other Expenses $200,313
TOTAL EXPENSES $580,578

Year-over-Year Comparison

2024 2023 Change
Revenue $1,747,155 $1,102,677 +0.6%
Expenses $580,578 $536,964 +0.1%
Net Income $1,166,577 $565,713 +1.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
15
Independent Members
15
Employees
37
Volunteers
90

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
4
$73,239
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANNE DARRON EXECUTIVE DI 42.67
Officer
$73,239 $0 $73,239
CHUCK FENNELL CHAIR 24.43
Officer Director
$0 $0 $0
AMY MCCULLOUGH SECRETARY 0.60
Officer Director
$0 $0 $0
WILL KINNAMON TREASURER 0.75
Officer Director
$0 $0 $0
JEANETTE CADWALLENDER DIRECTOR 3.83
Director
$0 $0 $0
JACK APPERSON DIRECTOR 2.00
Director
$0 $0 $0
JAMES WACHTER DIRECTOR 1.43
Director
$0 $0 $0
PAMELA DIGGS DIRECTOR 0.70
Director
$0 $0 $0
JAN BIENECK DIRECTOR 3.98
Director
$0 $0 $0
ANDREA HICKMAN MELESKI DIRECTOR 7.28
Director
$0 $0 $0
MICHAEL O'MALLEY DIRECTOR 1.67
Director
$0 $0 $0
EDWIN WATSON DIRECTOR 0.40
Director
$0 $0 $0
CRISTINA TURDEAN DIRECTOR 2.25
Director
$0 $0 $0
ALDA WHITE DIRECTOR 0.60
Director
$0 $0 $0
ALMA WITHERS DIRECTOR 2.83
Director
$0 $0 $0
RYAN SCHRADIN DIRECTOR 1.87
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 $1,747,155 $580,578 $7,337,290 $1,166,577
2023 $1,102,677 $536,964 $6,037,896 $565,713
2022 $251,063 $488,139 $5,133,936 $-237,076
2021 $1,018,311 $363,723 $6,094,963 $654,588
2020 $574,306 $305,912 $5,063,553 $268,394
2019 $532,296 $392,588 $5,234,808 $139,708
2018 $544,838 $380,077 $4,273,755 $164,761
2018 $536,168 $370,487 $4,265,046 $165,681
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