Historic St Lukes Restoration (EIN 540629148) - 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

1953

Legal Domicile

Principal Officer

MATTHEW M ABBITT

Phone

7573573367

Tax Period

2024-07-01 to 2025-06-30

Historic St Lukes Restoration, founded in 1953, is a small nonprofit in the Arts, Culture & Humanities sector that reported $871K in total revenue in fiscal year 2017. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $805K left a modest 8% surplus.

Mission

To manage "Virginia's Oldest Church Building and its cemeteries, and to preserve and interpret its history, collections, and historic grounds.

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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 (2024)

Revenue Breakdown

Contributions & Grants $144,749

Program Service Revenue $187,513

Investment Income $343,439

Other Revenue $-2,438

TOTAL REVENUE $673,263

Expense Breakdown

Grants Paid $0

Salaries & Benefits $388,109

Fundraising Expenses $70,922

Program Expenses $415,008

Other Expenses $303,994

TOTAL EXPENSES $692,103

Year-over-Year Comparison

	2024	2023	Change
Revenue	$673,263	$976,013	-0.3%
Expenses	$692,103	$741,233	-0.1%
Net Income	$-18,840	$234,780	-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

$45,203

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN ERICSON	Executive Dir.	40.00	Officer	$45,203	$0	$45,203
RET REV SUSAN HAYNES	Chairman	1.00	Officer Director	$0	$0	$0
MATTHEW M ABBITT	President	5.00	Officer Director	$0	$0	$0
ROBERT E CLAY III	Vice President	5.00	Officer Director	$0	$0	$0
SUSAN F COOPER	CO VICE PRESIDE	5.00	Officer Director	$0	$0	$0
JUDITH H WINSLOW	Secretary	5.00	Officer Director	$0	$0	$0
DR A JAMES HENDERSON	Treasurer	1.00	Officer Director	$0	$0	$0
CECIL W GWALTNEY III	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID M HARE	PAST PRESIDENT	1.00	Director	$0	$0	$0
CONWAY HENDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNAMARIA PENCOLA	BOARD MEMBER	1.00	Director	$0	$0	$0
DR GAYLE W TERWILLIGER DDS	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE TURNER	Board Member	1.00	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
2025	No data	No data	No data	No data
2025	$673,263	$692,103	$6,766,138	$-18,840
2024	$976,013	$741,233	$6,439,549	$234,780
2023	$1,006,866	$766,971	$6,124,085	$239,895
2022	$-231,914	$751,963	$5,944,642	$-983,877
2021	$1,877,808	$759,877	$6,999,644	$1,117,931
2020	$526,620	$727,163	$5,962,078	$-200,543
2019	$583,336	$724,503	$6,139,487	$-141,167
2018	$871,414	$805,088	$6,434,869	$66,326

Historic St Lukes Restoration