HARVEY W PETERS (VIRGINIA) HOLDING CORPORATION (EIN 542052207) - 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

2001

Legal Domicile

Principal Officer

JOHN G ROCOVICH JR

Phone

5407748800

Tax Period

2024-07-01 to 2025-06-30

HARVEY W PETERS (VIRGINIA) HOLDING CORPORATION, founded in 2001, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2020. The organization ran a surplus of $687K, a strong 62% operating margin.

Mission

HOLDING TITLE TO PROPERTY, COLLECTING THE INCOME THEREFROM, AND TURNING THE ENTIRE AMOUNT THEREOF, LESS EXPENSES TO ITS SOLE MEMBER,HARVEY W. PETERS RESEARCH FOUNDATION.

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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 $0

Program Service Revenue $0

Investment Income $10,380

Other Revenue $1,315,199

TOTAL REVENUE $1,325,579

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $527,198

TOTAL EXPENSES $527,198

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,325,579	$1,280,330	+0.0%
Expenses	$527,198	$544,287	0.0%
Net Income	$798,381	$736,043	+0.1%

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
JOHN G ROCOVICH JR	DIRECTOR, PRES.,SEC., TREA	1.00	Officer Director	$0	$0	$0
ELIZABETH R CLINE	DIRECTOR	1.00	Director	$0	$0	$0
FREDERICK P STRATTON JR	DIRECTOR	1.00	Director	$0	$0	$0
DAVID G HOTTMANN	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS A BARBOUR	ASSISTANT SECRETARY	1.00	Officer	$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	$1,325,579	$527,198	$18,785,633	$798,381
2024	$1,280,330	$544,287	$19,179,951	$736,043
2023	$1,190,539	$537,068	$19,071,910	$653,471
2022	$1,125,124	$529,755	$14,759,040	$595,369
2021	$1,107,674	$420,674	$7,502,125	$687,000

HARVEY W PETERS (VIRGINIA) HOLDING CORPORATION