HISTORIC POLEGREEN CHURCH FOUNDATION INC (EIN 541588657) - 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

1990

Legal Domicile

Principal Officer

ROBERT B GILES

Phone

8047303837

Tax Period

2023-01-01 to 2023-12-31

HISTORIC POLEGREEN CHURCH FOUNDATION INC, founded in 1990, is a small nonprofit in the Arts, Culture & Humanities sector that reported $168K in total revenue in fiscal year 2018. Revenue fell 53% from the prior year — a significant decline worth monitoring. Expenses of $149K left a modest 11% surplus.

Mission

EVENTS/PROGRAMS - THE FOUNDATION'S MISSION IS TO PRESERVE THE HISTORIC POLEGREEN CHURCH SITE AND COMMEMORATE THE STRUGGLE FOR CIVIL AND RELIGIOUS FREEDOM IN COLONIAL VIRGINIA BY THE REV. SAMUEL DAVIES AND THE HANOVER DISSENTERS. THE FOUNDATION INTERPRET THESE IMPORTANT HISTORIC EVENTS THROUGH OUR PROGRAMMING. THE FOUNDATION ORGANIZES AN ANNUAL SCHEDULE OF ON-SITE LIVING HISTORY REENACTMENTS, COMMUNITY GATHERINGS, A LECTURE SERIES AND EDUCATIONAL OUTREACH TO LOCAL AND REGIONAL SCHOOLS THROUGH LESSON PLAN AND ON-SITE FIELD TRIPS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $33,385

Program Service Revenue $54,906

Investment Income $62,438

Other Revenue $293

TOTAL REVENUE $151,022

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $8,770

Program Expenses $117,280

Other Expenses $161,302

TOTAL EXPENSES $161,302

Year-over-Year Comparison

	2023	2022	Change
Revenue	$151,022	$206,904	-0.3%
Expenses	$161,302	$152,912	+0.1%
Net Income	$-10,280	$53,992	-1.2%

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

N/A

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
KATHRYN BREMNER	DIRECTOR	N/A	Director	$0	$0	$0
MARLA COLEMAN	DIRECTOR	N/A	Director	$0	$0	$0
STEPHEN ENSIGN	DIRECTOR	N/A	Director	$0	$0	$0
DAVID FULLER	PRESIDENT	N/A	Officer Director	$0	$0	$0
ROBERT B GILES	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
ROBERT BLUFORD III	DIRECTOR	N/A	Director	$0	$0	$0
GRAHAM KIRBY	DIRECTOR	N/A	Director	$0	$0	$0
JENNIFER MELTON	TREASURER	N/A	Officer Director	$0	$0	$0
TOMMY NANCE	DIRECTOR	N/A	Director	$0	$0	$0
SUZANNE PITTMAN	DIRECTOR	N/A	Director	$0	$0	$0
EVERETT REVELEY	SECRETARY	N/A	Officer Director	$0	$0	$0
ROBERT SEIFERT	DIRECTOR	N/A	Director	$0	$0	$0
ROBERT STROHM	DIRECTOR	N/A	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
2024	No data	No data	No data	No data
2023	$151,022	$161,302	$6,285,828	$-10,280
2022	$206,904	$152,912	$6,054,976	$53,992
2021	$122,766	$146,896	$6,472,726	$-24,130
2020	$136,698	$117,470	$6,265,631	$19,228
2019	$162,711	$138,970	$6,149,544	$23,741
2018	$167,749	$148,911	$5,819,443	$18,838

HISTORIC POLEGREEN CHURCH FOUNDATION INC