Historic Fredericksburg Foundation Inc (EIN 546052358) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1955

Legal Domicile

Phone

5403714504

Tax Period

2024-01-01 to 2024-12-31

HISTORIC FREDERICKSBURG FOUNDATION INC, founded in 1955, is a small nonprofit in the Arts, Culture & Humanities sector that reported $159K in total revenue in fiscal year 2018. Revenue surged 215% from the prior year, signaling strong growth momentum. The organization ran a surplus of $44K, a strong 27% operating margin.

Mission

THE MISSION OF THE HISTORIC FREDERICSKBURG FOUNDATION INC IS TO PRESERVE, PROTECT, AND REVITALIZE THE DISTINCTIVE HISTORIC ENVIROMENT AND CULTURAL RESOUCES OF THE FREDERICKSBURG AREA. HISTORIC FREDERICKSBURG FOUNDATION INC ACCOMPLISHES THIS MISSION THROUGH EDUCATION, ADOVACY, AND

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $43,365

Program Service Revenue $44,193

Investment Income $54,833

Other Revenue $3,012

TOTAL REVENUE $145,403

Expense Breakdown

Grants Paid $0

Salaries & Benefits $68,606

Fundraising Expenses $0

Program Expenses $20,858

Other Expenses $124,614

TOTAL EXPENSES $193,220

Year-over-Year Comparison

	2024	2023	Change
Revenue	$145,403	$46,969	+2.1%
Expenses	$193,220	$121,960	+0.6%
Net Income	$-47,817	$-74,991	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

204

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
David James	President	3.00	Officer Director	$0	$0	$0
Scott Walker	Vice President	3.00	Officer Director	$0	$0	$0
Nancy Moore	Secretary	3.00	Officer Director	$0	$0	$0
Barbara Anderson	BOARD	5.00	Officer Director	$0	$0	$0
Leslie Pugh	BOARD	3.00	Director	$0	$0	$0
Debbie Pederson	BOARD	2.00	Director	$0	$0	$0
Helen Ross	BOARD	2.00	Director	$0	$0	$0
Kelley Winkler	Director of Operations	25.00	Director Key Emp	$0	$0	$0
Adriana Moss	BOARD	2.00	Director	$0	$0	$0
Rebekah Eaton	BOARD	2.00	Director	$0	$0	$0
Matt Kelly	BOARD	2.00	Director	$0	$0	$0
Danae Peckler	N/A	25.00	Key Emp	$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	$145,403	$193,220	$3,057,437	$-47,817
2023	$46,969	$121,960	$2,906,493	$-74,991
2022	$58,146	$147,489	$2,801,532	$-89,343
2021	$1,760,099	$175,559	$3,264,181	$1,584,540
2020	$101,156	$106,994	$1,713,507	$-5,838
2019	$71,366	$128,699	$1,590,622	$-57,333
2018	$159,256	$115,569	$1,468,280	$43,687

Historic Fredericksburg Foundation Inc