HISTORICAL SOCIETY OF WESTERN VIRGINIA (EIN 540718794) - 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

1957

Legal Domicile

Principal Officer

WILLIAM HOPKINS JR

Phone

5409825465

Tax Period

2024-07-01 to 2025-06-30

HISTORICAL SOCIETY OF WESTERN VIRGINIA, founded in 1957, is a small nonprofit in the Arts, Culture & Humanities sector that reported $216K in total revenue in fiscal year 2017. Revenue decreased 8% compared to the prior year. Expenses of $191K left a modest 11% surplus.

Mission

THE MISSION OF THE SOCIETY IS TO PROMOTE AN INTEREST IN THE BROAD SPECTRUM OF HISTORY WITH EMPHASIS ON THAT OF WESTERN VIRGINIA.

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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 $219,514

Program Service Revenue $36,393

Investment Income $7,944

Other Revenue $17,193

TOTAL REVENUE $281,044

Expense Breakdown

Grants Paid $0

Salaries & Benefits $85,623

Fundraising Expenses $15,780

Program Expenses $132,079

Other Expenses $88,575

TOTAL EXPENSES $174,198

Year-over-Year Comparison

	2024	2023	Change
Revenue	$281,044	$216,762	+0.3%
Expenses	$174,198	$200,618	-0.1%
Net Income	$106,846	$16,144	+5.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID CHRIS VENABLE	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
WILLIAM HOPKINS JR	PRESIDENT	2.00	Officer Director	$0	$0	$0
PAM KENDALL	SECRETARY	2.00	Officer Director	$0	$0	$0
NATALIE NORRIS	TREASURER	2.00	Officer Director	$0	$0	$0
TAYLOR ADKINS	BOARD MEMBER	2.00	Director	$0	$0	$0
FRANK KARPIEL	BOARD MEMBER	2.00	Director	$0	$0	$0
SANDRA BROWN KELLY	BOARD MEMBER	2.00	Director	$0	$0	$0
WALTON RUTHERFOORD	BOARD MEMBER	2.00	Director	$0	$0	$0
STEPHEN WARREN	BOARD MEMBER	2.00	Director	$0	$0	$0
SARA AIRHEART	BOARD MEMBER	2.00	Director	$0	$0	$0
GORDON HAMILTON	BOARD MEMBER	2.00	Director	$0	$0	$0
GEORGE MCLEAN	BOARD MEMBER	2.00	Director	$0	$0	$0
WILLIAM HONEYCUTT	BOARD MEMBER	2.00	Director	$0	$0	$0
NELSON HARRIS	BOARD MEMBER	2.00	Director	$0	$0	$0
ANDY STONE	BOARD MEMBER	2.00	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	$281,044	$174,198	$2,942,142	$106,846
2024	$216,762	$200,618	$2,801,063	$16,144
2023	$141,303	$195,972	$2,750,773	$-54,669
2022	$179,005	$183,010	$2,786,779	$-4,005
2021	$200,961	$171,517	$2,838,510	$29,444
2020	$135,840	$155,756	$2,761,211	$-19,916
2019	$142,867	$166,857	$2,730,562	$-23,990
2018	$215,705	$191,139	$2,759,260	$24,566

HISTORICAL SOCIETY OF WESTERN VIRGINIA