ALBEMARLE CHARLOTTESVILLE HISTORICAL SOCIETY

EIN: 546052638 501(c)(3) Arts, Culture & Humanities

CHARLOTTESVILLE, VA

Total Revenue
$407,599
Total Expenses
$315,494
Total Assets
$266,214
Net Assets
$258,782
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1970
Legal Domicile
VA
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 $408K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $92K, a strong 23% operating margin.

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.

Program Service Accomplishments

Program 1
Expenses: $59,374 Revenue: $875

EXHIBITS, COLLECTIONS, & PRESERVATION: ACHS STAFF AND VOLUNTEERS, WORKING WITH LOCAL CITIZENS, COLLECT, PRESERVE, AND EXHIBIT MANUSCRIPTS, PRINTED MATERIALS, ORAL HISTORIES, DIGITAL HUMANITIES...

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EXHIBITS, COLLECTIONS, & PRESERVATION: ACHS STAFF AND VOLUNTEERS, WORKING WITH LOCAL CITIZENS, COLLECT, PRESERVE, AND EXHIBIT MANUSCRIPTS, PRINTED MATERIALS, ORAL HISTORIES, DIGITAL HUMANITIES RESEARCH, AND CULTURAL MATERIALS AND ARTIFACTS SO THAT LOCAL CITIZENS AND VISITORS CAN STUDY THE HISTORY OF CHARLOTTESVILLE AND ALBEMARLE COUNTY, VA. THE ACHS EXHIBITS ITS COLLECTIONS IN ITS OWN HISTORIC SPACE AND OTHER LOCAL VENUES; PRESENTS HISTORICAL PROGRAMS, LECTURES, AND OTHER RELATED ACTIVITIES; SUPPORTS HISTORICAL AND GENEALOGICAL RESEARCH; PROMOTES THE USE OF THE LOCAL INFORMATIONAL WIKI WWW.CVILLEPEDIA.ORG; MANAGES THE HISTORIC ONE-OF-A-KIND HATTON FERRY ON THE JAMES RIVER; AND PUBLISHES FREQUENT NEWSLETTERS AND AN ANNUAL ACADEMIC JOURNAL. THE ACHS IS LOCATED IN CHARLOTTESVILLE AND SERVES THE COMMUNITIES OF THE CITY OF CHARLOTTESVILLE AND ALBEMARLE COUNTY, A TOTAL POPULATION OF 158,948 PEOPLE AS OF THE 2020 CENSUS.

Program 2
Expenses: $113,881 Revenue: $8,445

HISTORY PROGRAMS, LECTURES, MEETINGS, EXHIBITS, & OTHER EVENTS: THE ACHS CONDUCTS IN-PERSON AND VIRTUAL PROGRAMS, LECTURES, MEETINGS, AND EXHIBITIONS, MAINTAINS AN ACTIVE SOCIAL MEDIA PRESENCE...

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HISTORY PROGRAMS, LECTURES, MEETINGS, EXHIBITS, & OTHER EVENTS: THE ACHS CONDUCTS IN-PERSON AND VIRTUAL PROGRAMS, LECTURES, MEETINGS, AND EXHIBITIONS, MAINTAINS AN ACTIVE SOCIAL MEDIA PRESENCE CONNECTING WITH OUR LOCAL COMMUNITY, AND PROVIDES WALKING TOURS TO HIGHLIGHT LOCAL HISTORY. WE OFFER MONTHLY ONLINE PROGRAMS ON VARIOUS HISTORICAL TOPICS, INCLUDING A SPEAKER SERIES, PANEL DISCUSSIONS, AND CONVERSATIONAL INTERVIEWS CALLED UNREGULATED HISTORICAL MEANDERINGS. WE PARTNER IN OUR PROGRAMS AND EVENTS WITH LOCAL ORGANIZATIONS AND INDIVIDUALS, THE CITY OF CHARLOTTESVILLE AND ALBEMARLE COUNTY, THE REGIONAL LIBRARY, AND PUBLIC/PRIVATE SCHOOLS TO PROMOTE A GREATER UNDERSTANDING OF OUR LOCAL HISTORY. OUR PROGRAMS CHALLENGE THE LOCAL COMMUNITY TO LEARN FROM THE PAST TO BETTER UNDERSTAND THE PRESENT BY INTERROGATING THE CIRCUMSTANCES, FORCES, AND CHOICES THAT LED TO CURRENT SITUATIONS WITHIN OUR COMMUNITY AND THE LARGER WORLD.

Program 3
Expenses: $49,742

PUBLISHING NEWSLETTERS AND AN ANNUAL MAGAZINE TO HIGHLIGHT ONGOING HISTORICAL ACTIVITIES.

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Trantor Score

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

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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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Governance

Voting Members
15
Independent Members
15
Employees
4
Volunteers
20

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
5
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
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
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