VIRGINIA PIEDMONT HERITAGE AREA ASSOCIATION (EIN 541766873) - 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

1995

Legal Domicile

Principal Officer

STEPHEN C PRICE

Phone

5406876681

Tax Period

2023-01-01 to 2023-12-31

MOSBY HERITAGE AREA ASSOCIATION INC, founded in 1995, is a small nonprofit in the Arts, Culture & Humanities sector that reported $264K in total revenue in fiscal year 2018. Net assets of $936K represent 43 months of operating reserves.

Mission

TO EDUCATE ABOUT THE HISTORY AND ADVOCATE FOR THE PRESERVATION OF THE EXTRAORDINARY HISTORIC LANDSCAPE, CULTURE, AND SCENERY IN THE NORTHERN VIRGINIA PIEDMONT HERITAGE AREA FOR FUTURE GENERATIONS TO ENJOY.

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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 $184,053

Program Service Revenue $75,874

Investment Income $5,882

Other Revenue $-1,179

TOTAL REVENUE $264,630

Expense Breakdown

Grants Paid $0

Salaries & Benefits $206,032

Fundraising Expenses $13,811

Program Expenses $207,268

Other Expenses $115,765

TOTAL EXPENSES $321,797

Year-over-Year Comparison

	2023	2022	Change
Revenue	$264,630	$255,592	+0.0%
Expenses	$321,797	$310,181	+0.0%
Net Income	$-57,167	$-54,589	+0.0%

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

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

$81,780

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEXANDER NANCE	EXECUTIVE DI	40.00	Officer	$74,151	$7,629	$81,780
STEPHEN C PRICE	CHAIR	4.00	Officer Director	$0	$0	$0
JAMES LITTLE	VICE CHAIR	3.00	Officer Director	$0	$0	$0
HARRY BIGLEY	TREASURER	2.00	Officer Director	$0	$0	$0
SUZANNE OBETZ	SECRETARY	2.00	Officer Director	$0	$0	$0
WENDY BEBIE	DIRECTOR	3.00	Director	$0	$0	$0
DAVID BLANCHARD	DIRECTOR	2.00	Director	$0	$0	$0
TIMOTHY BURCH	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES CARROLL	DIRECTOR	4.00	Director	$0	$0	$0
HARIETT CONDON	DIRECTOR	6.00	Director	$0	$0	$0
TARA CONNELL	DIRECTOR	4.00	Director	$0	$0	$0
THOMAS DEBUTTS	DIRECTOR	4.00	Director	$0	$0	$0
JOSEPH DEMPSEY	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES ELLISON	DIRECTOR	1.00	Director	$0	$0	$0
BARRY FREEMAN	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD GILLESPIE	DIRECTOR	4.00	Director	$0	$0	$0
CATHERINE JOHNS	DIRECTOR	3.00	Director	$0	$0	$0
LAURA KELSEY	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK MOUNTAIN	DIRECTOR	3.00	Director	$0	$0	$0
WILLIAM NISBET	DIRECTOR	1.00	Director	$0	$0	$0
BESS PUTNAM	DIRECTOR	3.00	Director	$0	$0	$0
WILLIAM WILKINS	DIRECTOR	1.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$264,630	$321,797	$756,444	$-57,167
2022	$255,592	$310,181	$809,420	$-54,589
2021	$352,534	$276,066	$861,768	$76,468
2020	$265,599	$294,384	$792,142	$-28,785
2019	$290,885	$281,009	$817,363	$9,876
2018	$264,156	$276,228	$942,302	$-12,072

VIRGINIA PIEDMONT HERITAGE AREA ASSOCIATION