ARCHEOLOGICAL SOCIETY OF VIRGINIA

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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

1940

Legal Domicile

Principal Officer

PATRICK O'NEILL

Phone

8048292272

Tax Period

2025-01-01 to 2025-12-31

ARCHEOLOGICAL SOCIETY OF VIRGINIA, founded in 1940, is a small nonprofit that reported $131K in total revenue in fiscal year 2025. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $39K, a strong 30% operating margin.

Mission

TO PROMOTE THE STUDY OF ARCHEOLOGY AND ANTHROPOLOGY, ESPECIALLY BUT NOT LIMITED TO THE PREHISTORIC AND HISTORIC PERIODS IN VIRGINIA. TO WORK FOR THE PROPER CONSERVATION AND EXPLORATION OF ARCHEOLOGICAL SITES AND MATERIALS. TO ENCOURAGE THE SCIENTIFIC STUDY OF ARCHEOLOGICAL SITE.

Program Service Accomplishments

Program 1

Expenses: $85,686

PROMOTED THE STUDY OF ARCHEOLOGY AND ANTHROPOLOGY, ESPECIALLY BUT NOT LIMITED TO THE PREHISTORIC AND HISTORIC PERIODS IN VIRGINIA. WORKED FOR THE PROPER CONSERVATION AND EXPLORATION OF ARCHEOLOGICAL SITES AND MATERIALS. ENCOURAGED THE SCIENTIFIC STUDY OF ARCHEOLOGICAL SITES AND MATERIALS AND TO DISCOURAGE CARELESS, MISDIRECTED, OR COMMERCIAL COLLECTING OF ARTIFACTS. PROMOTED THE SPREAD OF ARCHEOLOGICAL KNOWLEDGE THROUGH THE MEDIA OF PUBLICATIONS, MEETINGS, LECTURES, EXHIBITS, ETC. COLLABORATED WITH OTHER ORGANIZATIONS AND AGENCIES THAT SERVE THE SAME PURPOSES AS THOSE OF THIS SOCIETY. SERVED AS A BOND BETWEEN INDIVIDUAL MEMBERS AND AS A LINK WITH SIMILAR ORGANIZATIONS IN OTHER STATES.

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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 $60,260

Program Service Revenue $0

Investment Income $24,294

Other Revenue $46,066

TOTAL REVENUE $130,620

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $85,686

Other Expenses $91,719

TOTAL EXPENSES $91,719

Year-over-Year Comparison

	2025	2024	Change
Revenue	$130,620	$140,154	-0.1%
Expenses	$91,719	$75,729	+0.2%
Net Income	$38,901	$64,425	-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

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
BRUCE BAKER	DIRECTOR	N/A	Director	$0	$0	$0
BRIAN BATES	DIRECTOR	N/A	Director	$0	$0	$0
JANICE BILLER	DIRECTOR	N/A	Director	$0	$0	$0
LYLE BROWNING	DIRECTOR	N/A	Director	$0	$0	$0
ELIZABETH CROWELL	DIRECTOR	N/A	Director	$0	$0	$0
SUSAN FERSTER	DIRECTOR	N/A	Director	$0	$0	$0
CARL FISCHER	TREASURER	N/A	Officer Director	$0	$0	$0
YVONNE FRENCH	DIRECTOR	N/A	Director	$0	$0	$0
ROBERT FRYE	DIRECTOR	N/A	Director	$0	$0	$0
ASHES GARCIA	DIRECTOR	N/A	Director	$0	$0	$0
DONALD GAYLORD	DIRECTOR	N/A	Director	$0	$0	$0
BETH GUNN	ASSISTANT TR	N/A	Director	$0	$0	$0
THANE HARPOLE	DIRECTOR	N/A	Director	$0	$0	$0
STEPHANIE JACOBE	SECRETARY	N/A	Officer Director	$0	$0	$0
PAUL KADEL	DIRECTOR	N/A	Director	$0	$0	$0
KEVIN MCCURLEY	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
CHRIS MCDAID	DIRECTOR	N/A	Director	$0	$0	$0
DANIELLE MOSS	DIRECTOR	N/A	Director	$0	$0	$0
CAROLE NASH	DIRECTOR	N/A	Director	$0	$0	$0
DIANE SCHUG O'NEILL	DIRECTOR	N/A	Director	$0	$0	$0
PATRICK O'NEILL	PRESIDENT	N/A	Officer Director	$0	$0	$0
ED OTTER	DIRECTOR	N/A	Director	$0	$0	$0
DAVID ROTENIZER	DIRECTOR	N/A	Director	$0	$0	$0
DONALD SADLER	DIRECTOR	N/A	Director	$0	$0	$0
CINDY SCHROER	DIRECTOR	N/A	Director	$0	$0	$0
MEGAN VENESS	DIRECTOR	N/A	Director	$0	$0	$0
BILL WALDROP	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
2025	$130,620	$91,719	$1,342,638	$38,901
2024	$140,154	$75,729	$1,321,781	$64,425
2023	$56,964	$86,363	$1,164,565	$-29,399
2022	$42,592	$116,562	$1,150,709	$-73,970
2021	$55,304	$176,910	$1,284,864	$-121,606
2020	$102,232	$217,281	$1,406,470	$-115,049
2019	$202,760	$67,787	$1,521,519	$134,973
2018	$125,681	$45,201	$1,386,546	$80,480