WASHINGTON HERITAGE MUSEUMS

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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

2012

Legal Domicile

Principal Officer

CHUCK FENNELL

Phone

5403735630

Tax Period

2024-01-01 to 2024-12-31

WASHINGTON HERITAGE MUSEUMS, founded in 2012, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 67% 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.

Program Service Accomplishments

Program 1

Expenses: $386,123 Revenue: $92,024

WASHINGTON HERITAGE MUSEUMS PROGRAMS ASSIST IN THE PRESERVATION, PROMOTION, AND MAINTENANCE OF ITS FIVE 18TH CENTURY PROPERTIES IN FREDERICKSBURG, VIRGINIA AND DEVELOP DYNAMIC EDUCATIONAL RESOURCES...

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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 $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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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

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

$73,239

Total Directors

Key Employees

Highest Compensated

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