HISTORIC ALEXANDRIA FOUNDATION (EIN 546052540) - 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

1954

Legal Domicile

Principal Officer

ROBERT WEINHAGEN

Phone

7035495811

Tax Period

2024-09-01 to 2025-08-31

Historic Alexandria Foundation, founded in 1954, is a small nonprofit that reported $161K in total revenue in fiscal year 2018. Expenses of $148K left a modest 8% surplus.

Mission

HISTORIC ALEXANDRIA FOUNDATION WORKS TO PROTECT HISTORIC STRUCTURES AND ARTIFACTS ASSOCIATED WITH ALEXANDRIA, VIRGINIA.

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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 $212,296

Program Service Revenue $43,178

Investment Income $127,596

Other Revenue $-46,459

TOTAL REVENUE $336,611

Expense Breakdown

Grants Paid $35,743

Salaries & Benefits $48,800

Fundraising Expenses $24,610

Program Expenses $94,547

Other Expenses $129,822

TOTAL EXPENSES $214,365

Year-over-Year Comparison

	2024	2023	Change
Revenue	$336,611	$203,796	+0.7%
Expenses	$214,365	$199,372	+0.1%
Net Income	$122,246	$4,424	+26.6%

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

$48,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT WEINHAGEN	PRESIDENT	25.00	Officer Director	$0	$0	$0
PATRICK BURCHETTE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MARY HEIDEN	TREASURER	2.00	Officer Director	$0	$0	$0
RUTH B APELT	TRUSTEE	2.00	Director	$0	$0	$0
LESLIE SMITH ARIAIL	TRUSTEE	2.00	Director	$0	$0	$0
SHERRY HULFISH BROWNE	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTINA BUTORA	TRUSTEE	2.00	Director	$0	$0	$0
SANDRA ANN CARSON MD	TRUSTEE	2.00	Director	$0	$0	$0
LATANE MONTAGUE	TRUSTEE	2.00	Director	$0	$0	$0
JOHN S MORAN	TRUSTEE	2.00	Director	$0	$0	$0
LELAND S NESS	TRUSTEE	2.00	Director	$0	$0	$0
JOHN THORPE RICHARDS	TRUSTEE	2.00	Director	$0	$0	$0
GAIL ROTHROCK	TRUSTEE	2.00	Director	$0	$0	$0
MARY SPARKS STERLING	EXECUTIVE DIRECTOR	30.00	Officer	$48,800	$0	$48,800

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	$336,611	$214,365	$2,781,925	$122,246
2024	$203,796	$199,372	$2,535,748	$4,424
2024	$203,796	$199,372	$2,535,748	$4,424
2023	$169,227	$240,611	$2,309,485	$-71,384
2022	$254,839	$142,152	$2,307,122	$112,687
2021	$409,763	$169,106	$2,619,739	$240,657
2020	$153,530	$146,119	$2,159,421	$7,411
2019	$160,825	$147,994	$2,030,377	$12,831

HISTORIC ALEXANDRIA FOUNDATION