AFRO-AMERICAN HISTORICAL ASSOCIATION OF FAUQUIER COUNTY (EIN 541853798) - 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

1992

Legal Domicile

Principal Officer

KAREN H WHITE

Phone

5402537488

Tax Period

2024-01-01 to 2024-12-31

AFRO-AMERICAN HISTORICAL ASSOCIATION OF FAUQUIER COUNTY, founded in 1992, is a small nonprofit in the Arts, Culture & Humanities sector that reported $278K in total revenue in fiscal year 2018. Revenue surged 75% from the prior year, signaling strong growth momentum. The organization ran a surplus of $75K, a strong 27% operating margin.

Mission

HISTORIC & GENEALOGIC RESEARCH/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 (2024)

Revenue Breakdown

Contributions & Grants $464,357

Program Service Revenue $0

Investment Income $23,360

Other Revenue $0

TOTAL REVENUE $487,717

Expense Breakdown

Grants Paid $0

Salaries & Benefits $145,670

Fundraising Expenses $8,715

Program Expenses $268,452

Other Expenses $174,548

TOTAL EXPENSES $320,218

Year-over-Year Comparison

	2024	2023	Change
Revenue	$487,717	$640,203	-0.2%
Expenses	$320,218	$356,413	-0.1%
Net Income	$167,499	$283,790	-0.4%

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

$36,664

Total Directors

$73,521

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN H WHITE	PRES, EXEC DIR	30.00	Officer Director	$36,664	$0	$36,664
KAREN K LAVORE	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
LISA E TINES	TREASURER	3.50	Officer Director	$0	$0	$0
MIRIAM H PORTER	SECRETARY	2.00	Officer Director	$0	$0	$0
ANGELA H DAVIDSON	DIRECTOR	25.00	Director Highest	$36,857	$0	$36,857
BRETT TYLER	DIRECTOR	2.00	Director	$0	$0	$0
DONNA T HOLLIE	DIRECTOR	3.00	Director	$0	$0	$0
NICHELLE CALHOUN	DIRECTOR	2.00	Director	$0	$0	$0
AMY ACORS	DIRECTOR	1.00	Director	$0	$0	$0
AYSHA DAVIS	DIRECTOR	9.00	Director	$0	$0	$0
CHARLES WESLEY LEWIS	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
2024	$487,717	$320,218	$926,493	$167,499
2023	$640,203	$356,413	$762,374	$283,790
2022	$478,104	$364,801	$498,672	$113,303
2021	$386,087	$246,358	$360,315	$139,729
2020	$230,641	$176,750	$218,845	$53,891
2019	$230,254	$276,494	$174,510	$-46,240
2018	$278,239	$203,070	$212,022	$75,169

AFRO-AMERICAN HISTORICAL ASSOCIATION OF FAUQUIER COUNTY