THE HENRICUS FOUNDATION (EIN 541351951) - 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

1981

Legal Domicile

Principal Officer

FLETCHER J KELLY DECEASED

Phone

8047461613

Tax Period

2022-07-01 to 2023-06-30

THE HENRICUS FOUNDATION, founded in 1981, is a small nonprofit that reported $633K in total revenue in fiscal year 2020. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $946K exceeded revenue, resulting in a 49% operating deficit.

Mission

THE MISSION OF THE HENRICUS FOUNDATION IS TO PROVIDE EDUCATIONAL, CULTURAL AND RECREACTIONAL OPPORTUNITIES THROUGH THE PRESERVATION, RECONSTRUCTION AND INTERPRETATION OF THE CITIE OF HENRICUS, A VIRGINIA HISTORICAL SITE FIRST SETTLED IN 1611. PARTICULAR EMPHASIS IS GIVEN TO SECONDARY SCHOOL INTERPRETATION AND EDUCATION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $937,825

Program Service Revenue $144,373

Investment Income $244

Other Revenue $61,258

TOTAL REVENUE $1,143,700

Expense Breakdown

Grants Paid $0

Salaries & Benefits $873,481

Fundraising Expenses $7,107

Program Expenses $1,115,213

Other Expenses $425,272

TOTAL EXPENSES $1,298,753

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,143,700	$888,524	+0.3%
Expenses	$1,298,753	$1,075,477	+0.2%
Net Income	$-155,053	$-186,953	-0.2%

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

N/A

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
WAYNE ADKINS	Trustee	0.00	Director	$0	$0	$0
DENNIS STRAWERMAN	Secretary	0.00	Officer Director	$0	$0	$0
LYNN M BLAND	Trustee	0.00	Director	$0	$0	$0
JOHN BERRY	Trustee	0.00	Director	$0	$0	$0
WILLIAM MARTIN	Trustee	0.00	Director	$0	$0	$0
CLAY BOWLES	Trustee	0.00	Director	$0	$0	$0
JIM INGLE	Trustee	0.00	Director	$0	$0	$0
GEORGE DRUMWRIGHT JR	Chairman	0.00	Officer Director	$0	$0	$0
WAYNE L EDMUNDS CPA	Treasurer	0.00	Officer Director	$0	$0	$0
JAMES YOUNG	Trustee	0.00	Director	$0	$0	$0
PAMELA CHANFRAU	Trustee	0.00	Director	$0	$0	$0
NEIL LUTHER	Trustee	0.00	Director	$0	$0	$0
DOROTHY A JAECKLE	Trustee	0.00	Director	$0	$0	$0
JOHN V COGBILL III	Trustee	0.00	Director	$0	$0	$0
PATRICIA S O'BANNON	Trustee	0.00	Director	$0	$0	$0
FRANCES B CRUTCHFIELD	Trustee	0.00	Director	$0	$0	$0
MARK S FAUSZ	Trustee	0.00	Director	$0	$0	$0
MICHAEL P SPRAKER	Trustee	0.00	Director	$0	$0	$0
HOWARD NESTER JR	VICE CHAIR	0.00	Officer Director	$0	$0	$0
SANDRA F WALKER	Trustee	0.00	Director	$0	$0	$0
CHARLES L GRANT	EXECUTIVE DIRECTOR	40.00		$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
2024	No data	No data	No data	No data
2023	$1,143,700	$1,298,753	$3,734,760	$-155,053
2022	$888,524	$1,075,477	$3,823,172	$-186,953
2021	$633,400	$945,669	$4,009,831	$-312,269

THE HENRICUS FOUNDATION