ALBEMARLE CHARLOTTESVILLE HISTORICAL SOCIETY (EIN 546052638) - 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

1970

Legal Domicile

Principal Officer

OLIVIA BROWN

Phone

4342961492

Tax Period

2024-01-01 to 2024-12-31

ALBEMARLE CHARLOTTESVILLE HISTORICAL SOCIETY, founded in 1970, is a small nonprofit in the Arts, Culture & Humanities sector that reported $369K in total revenue in fiscal year 2022. Expenses of $332K left a modest 10% surplus.

Mission

HISTORY IS NOT THE PAST; IT IS THE STORY WE TELL ABOUT THE PAST. EVERY PERSON IN ALBEMARLE COUNTY AND THE CITY OF CHARLOTTESVILLE HAS A UNIQUE AND POWERFUL STORY TO TELL. THROUGH COLLECTING, PRESERVING, AND INTERPRETING THE HISTORY OF OUR COMMUNITY, WE ARE COMMITTED TO INFORMING, INSPIRING, AND BRINGING TOGETHER ALL PEOPLE, CREATING OPPORTUNITIES FOR NEW RELATIONSHIPS AND NEW UNDERSTANDINGS.

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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 $385,214

Program Service Revenue $9,320

Investment Income $8,144

Other Revenue $4,921

TOTAL REVENUE $407,599

Expense Breakdown

Grants Paid $0

Salaries & Benefits $154,159

Fundraising Expenses $19,790

Program Expenses $222,997

Other Expenses $161,335

TOTAL EXPENSES $315,494

Year-over-Year Comparison

	2024	2023	Change
Revenue	$407,599	$305,957	+0.3%
Expenses	$315,494	$291,225	+0.1%
Net Income	$92,105	$14,732	+5.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR PHYLLIS LEFFLER	PRESIDENT	5.00	Officer Director	$0	$0	$0
DR SHELLEY MURPHY	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
MICHAEL DICKENS	SECRETARY	2.00	Officer Director	$0	$0	$0
LUKE ROARK	SECRETARY	2.00	Officer Director	$0	$0	$0
DANIEL SMYTHE	TREASURER	2.00	Officer Director	$0	$0	$0
ANGUS ARRINGTON IV	DIRECTOR	1.00	Director	$0	$0	$0
PHYLLIS FEIL	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE SLAUGHTER	DIRECTOR	1.00	Director	$0	$0	$0
TED COATES	DIRECTOR	1.00	Director	$0	$0	$0
HELICE HENDERSON	DIRECTOR	1.00	Director	$0	$0	$0
OLIVIA BROWN	DIRECTOR	1.00	Director	$0	$0	$0
BUNNY GIBBONS	DIRECTOR	1.00	Director	$0	$0	$0
GAYLE JESSUP WHITE	DIRECTOR	1.00	Director	$0	$0	$0
SAM TOWLER	DIRECTOR	1.00	Director	$0	$0	$0
TIM MULLINS	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	$407,599	$315,494	$266,214	$92,105
2023	$305,957	$291,225	$228,094	$14,732
2022	$368,761	$332,039	$196,674	$36,722

ALBEMARLE CHARLOTTESVILLE HISTORICAL SOCIETY