Fauquier Heritage and Preservation… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Phone

5403643440

Tax Period

2025-01-01 to 2025-12-31

Fauquier Heritage and Preservation Foundation Inc, founded in 1996, is a small nonprofit in the Arts, Culture & Humanities sector that reported $241K in total revenue in fiscal year 2025. The organization ran a surplus of $197K, a strong 82% operating margin.

Mission

TO FOSTER THE HISTORICAL AND GENEALOGICAL HERITAGE OF FAUQUIER COUNTY, VIRGINIA.

Program Service Accomplishments

Program 1

Expenses: $39,312

ORGANIZATION MAKES HISTORICAL RECORDS AVAILABLE TO PUBLIC INTERESTED IN LOCAL HISTORY, TRACING FAMILY ROOTS, EDUCATING THE COMMUNITY REGARDING THE VALUE OF ITS HISTORICAL RESOURCES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $238,983

Program Service Revenue $0

Investment Income $3,517

Other Revenue $-1,168

TOTAL REVENUE $241,332

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,312

Other Expenses $44,354

TOTAL EXPENSES $44,354

Year-over-Year Comparison

	2025	2024	Change
Revenue	$241,332	N/A	N/A
Expenses	$44,354	N/A	N/A
Net Income	$196,978	N/A	N/A

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Valerie Payne	Treasurer	Director	$0	$0	$0
Donald R Yowell	President	Director	$0	$0	$0
Ruth Payne Umbel	Recording Sec.	Director	$0	$0	$0
Doris Edmonds	Director	Director	$0	$0	$0
Terri Hill	Director	Director	$0	$0	$0
G Edward Ashby	Director	Director	$0	$0	$0
Arlene Jenkins	Director	Director	$0	$0	$0
Elisa Scott	Director	Director	$0	$0	$0
Ava K Lee	Vice President	Director	$0	$0	$0
Laura Kelsey	Director	Director	$0	$0	$0
David Melmer	Director	Director	$0	$0	$0
Helen Saulsbury	Director	Director	$0	$0	$0
Peter B Schwartz	Director	Director	$0	$0	$0
John Toler	Director	Director	$0	$0	$0
Doris Edmonds	Director	Director	$0	$0	$0
Barbara Fishback	Correspond. Sec	Director	$0	$0	$0
Benjamin Merchant	Director	Director	$0	$0	$0
Neal Wavra	Director	Director	$0	$0	$0
Nancy Upshaw	Director	Director	$0	$0	$0
Maureen Lawrence	Director	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	$241,332	$44,354	$512,310	$196,978

Fauquier Heritage and Preservation Foundation Inc