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
🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

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 $252K in total revenue in fiscal year 2018. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $224K left a modest 11% 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.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

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
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

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
Explore More Nonprofits
→Top 100 Nonprofits in Virginia →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare HARRISONBURG-ROCKINGHAM HISTORICAL SOCIETY with other nonprofits in Virginia and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.