HARRISONBURG-ROCKINGHAM HISTORICAL SOCIETY

EIN: 541017712 501(c)(3) Arts, Culture & Humanities

DAYTON, VA

Total Revenue
$339,332
Total Expenses
$321,928
Total Assets
$2,282,153
Net Assets
$2,276,972
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1947
Legal Domicile
VA
Principal Officer
PENELOPE IMESON
Phone
5408792616
Tax Period
2023-01-01 to 2023-12-31

HARRISONBURG-ROCKINGHAM HISTORICAL SOCIETY, founded in 1947, is a small nonprofit in the Arts, Culture & Humanities sector that reported $339K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $322K left a modest 5% surplus.

Mission

SO THAT OUR COMMUNITIES FIND INSPIRATION AND CONNECTION IN THE RICH HISTORIES OF HARRISONBURG AND ROCKINGHAM, WE KEEP AND TELL THE STORIES OF THE AREA AND ITS PEOPLE AND THEIR INFLUENCES ON OUR LIVES AND SHARED FUTURE. WE FULFILL OUR MISSION BY: PRESERVING, SHARING, INNOVATING, PARTNERING.

Program Service Accomplishments

Program 1
Expenses: $270,529 Revenue: $27,822

ROCKTOWN HISTORY DEBUTED "KNOCKING DOWN WALLS," A DOCUMENTARY WHICH PRESENTS A POWERFUL STORY OF HISTORY AND CIVICS - A STORY ABOUT HIGH SCHOOL STUDENTS AS TOLD BY HIGH SCHOOL STUDENTS. FROM...

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ROCKTOWN HISTORY DEBUTED "KNOCKING DOWN WALLS," A DOCUMENTARY WHICH PRESENTS A POWERFUL STORY OF HISTORY AND CIVICS - A STORY ABOUT HIGH SCHOOL STUDENTS AS TOLD BY HIGH SCHOOL STUDENTS. FROM HARRISONBURG'S FEDERAL COURT HOUSE, JUDGE JOHN PAUL HANDED DOWN DECISIONS THAT ULTIMATELY FORCED THE END OF VIRGINIA'S "MASSIVE RESISTANCE" TO SCHOOL INTEGRATION. THE DOCUMENTARY INTRODUCES THE STUDENTS WHO LIVED THAT HISTORY. THE FILM WAS CREATED BY FIVE SPOTSWOOD HIGH SCHOOL STUDENTS, AS A PROJECT IN PARTNERSHIP WITH ROCKINGHAM COUNTY PUBLIC SCHOOLS, AND IS AVAILABLE ON THE ROCKTOWN HISTORY YOUTUBE CHANNEL.

Program 2

ROCKTOWN HISTORY INTRODUCED A POPULAR SERIES OF INFORMAL EVENTS CALLED COFFEE MILLS TO THE REGULAR PROGRAM CALENDAR. TWICE MONTHLY, COMMUNITY MEMBERS ARE INVITED TO A MORNING GATHERING IN THE...

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ROCKTOWN HISTORY INTRODUCED A POPULAR SERIES OF INFORMAL EVENTS CALLED COFFEE MILLS TO THE REGULAR PROGRAM CALENDAR. TWICE MONTHLY, COMMUNITY MEMBERS ARE INVITED TO A MORNING GATHERING IN THE GALLERIES FOR CONVERSATIONS AROUND A VARIETY OF TOPICS: DEEP DIVES INTO THE ROCKTOWN HISTORY COLLECTIONS WITH THE CURATOR; RESEARCH AND BOOK TALKS WITH LOCAL AUTHORS AND HISTORIANS; AND CASUAL PRESENTATIONS BY INDIVIDUALS CONNECTED TO LOCAL HISTORY STORIES. THE COFFEE MILLS CREATE INDIRECT REVENUE THROUGH RETAIL SALES, DONATIONS, RETURN VISITS, AND NEW MEMBERSHIPS.

Program 3

ROCKTOWN HISTORY TARGETED COLLECTIONS CARE AND PRESERVATION THROUGHOUT THE YEAR. AFTER HIRING A PART-TIME CURATOR IN THE SPRING, TRUSTEES, STAFF, AND VOLUNTEERS CAME TOGETHER TO RESTRUCTURE THE...

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ROCKTOWN HISTORY TARGETED COLLECTIONS CARE AND PRESERVATION THROUGHOUT THE YEAR. AFTER HIRING A PART-TIME CURATOR IN THE SPRING, TRUSTEES, STAFF, AND VOLUNTEERS CAME TOGETHER TO RESTRUCTURE THE COLLECTIONS COMMITTEE AND TO ESTABLISH A NEW COLLECTIONS POLICY & PROCEDURES DOCUMENT. THE NEW P&P DOCUMENT PROVIDES GUIDANCE FOR DECISIONS REGARDING ACCESSIONING AND DEACCESSIONING TO CREATE A MORE REPRESENTATIVE AND EDUCATIONAL COLLECTION OF ARTIFACTS AND ARCHIVES. A SUBSTANTIAL INVESTMENT TO REPLACE AGING ROOF INFRASTRUCTURE ENSURED THE PROTECTION OF THE COLLECTIONS AND ACTIVITIES IN THE MUSEUM BUILDING WELL INTO THE FUTURE.

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $206,939
Program Service Revenue $6,337
Investment Income $83,971
Other Revenue $42,085
TOTAL REVENUE $339,332

Expense Breakdown

Grants Paid $0
Salaries & Benefits $147,694
Fundraising Expenses $17,500
Program Expenses $270,529
Other Expenses $174,234
TOTAL EXPENSES $321,928

Year-over-Year Comparison

2023 2022 Change
Revenue $339,332 $310,134 +0.1%
Expenses $321,928 $296,524 +0.1%
Net Income $17,404 $13,610 +0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
Employees
5
Volunteers
52

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
$67,518
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALLISON DUGAN CHAIR 1.50
Officer Director
$0 $0 $0
RANDY ATKINS TREASURER 1.50
Officer Director
$0 $0 $0
ERIN KENNEDY HESS SECRETARY 1.50
Officer Director
$0 $0 $0
BRADFORD DYJAK TRUSTEE/DIRECTOR 1.00
Director
$0 $0 $0
JAMES R FRIES TRUSTEE/DIRECTOR 0.50
Director
$0 $0 $0
RANDY JONES TRUSTEE/DIRECTOR 1.50
Director
$0 $0 $0
KIRK MOYERS TRUSTEE/DIRECTOR 1.00
Director
$0 $0 $0
CAROLE NASH TRUSTEE/DIRECTOR 1.50
Director
$0 $0 $0
DORETTE SOBOLEWSKI TRUSTEE/DIRECTOR 2.50
Director
$0 $0 $0
ALEX TAYLOR TRUSTEE/DIRECTOR 0.50
Director
$0 $0 $0
PENELOPE IMESON EXECUTIVE DIRECTOR 40.00
Officer
$67,518 $0 $67,518
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 No data No data No data No data
2023 $339,332 $321,928 $2,282,153 $17,404
2022 $310,134 $296,524 $2,157,420 $13,610
2021 $333,973 $232,175 $2,377,428 $101,798
2020 $156,874 $226,283 $2,182,271 $-69,409
2019 $216,951 $235,465 $2,105,059 $-18,514
2018 $252,059 $224,492 $1,932,381 $27,567
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