Virginia Trust for Historic Preser… - Form 990 Financial Data

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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

1968

Legal Domicile

Phone

7035481789

Tax Period

2023-01-01 to 2023-12-31

Virginia Trust for Historic Preservation Lee-Fendall House Museum and Gardens, founded in 1968, is a small nonprofit in the Arts, Culture & Humanities sector that reported $177K in total revenue in fiscal year 2023. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $299K exceeded revenue, resulting in a 69% operating deficit.

Mission

THE LEE-FENDALL HOUSE MUSEUM & GARDEN INTERPRETS AMERICAN HISTORY THROUGH THE EXPERIENCES OF THOSE WHO LIVED AND WORKED ON THE PROPERTY FROM 1785 TO 1969. AS AN EDUCATIONAL CENTER, THE MUSEUM PRESERVES ITS HISTORIC FABRIC TO PROMOTE COMMUNITY ENGAGEMENT ABOUT THE RELEVANCE OF THE PAST TO OUR PRESENT.

Program Service Accomplishments

Program 1

Expenses: $206,141

THE TRUST OPERATES THE LEE-FENDALL HOUSE MUSEUM TO DISPLAY A 230 YEAR OLD BUILDING THAT HAS BEEN LIVED IN AND REMODELED BY ITS INHABITANTS TO REFLECT CHANGING TASTES AND TECHNOLOGIES. APPROXIMATELY...

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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 (2023)

Revenue Breakdown

Contributions & Grants $92,225

Program Service Revenue $20,315

Investment Income $49,251

Other Revenue $14,772

TOTAL REVENUE $176,563

Expense Breakdown

Grants Paid $0

Salaries & Benefits $106,810

Fundraising Expenses $17,797

Program Expenses $206,141

Other Expenses $192,118

TOTAL EXPENSES $298,928

Year-over-Year Comparison

	2023	2022	Change
Revenue	$176,563	$240,376	-0.3%
Expenses	$298,928	$192,152	+0.6%
Net Income	$-122,365	$48,224	-3.5%

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
Shawn Eyer	Museum Director	40.00		$40,456	$0	$40,456
Amanda Roper	Museum Director	40.00		$4,333	$390	$4,723
Kelly Jeffers	President	2.00	Director	$0	$0	$0
Tal Day	Director	1.00	Director	$0	$0	$0
Roger Monthey	Director	1.00	Director	$0	$0	$0
Dianne Murphy	Director	1.00	Director	$0	$0	$0
Carter Refo	Director	1.00	Director	$0	$0	$0
Megan Ritter Judt	Director	1.00	Director	$0	$0	$0
Jason Rockett	Director	1.00	Director	$0	$0	$0
Benjamin Smith	Director	1.00	Director	$0	$0	$0
David Heiby	Director	1.00	Director	$0	$0	$0
Dianne Murphy	Director	1.00	Director	$0	$0	$0
Edward Horn	Vice President	2.00	Officer	$0	$0	$0
Laura Lieberman	Treasurer	2.00	Officer	$0	$0	$0
Meghan Sullivan	Secretary	2.00	Officer	$0	$0	$0
James Lewis	Director	2.00	Officer	$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	No data	No data	No data	No data
2023	$176,563	$298,928	$2,540,717	$-122,365
2022	$240,376	$192,152	$2,453,067	$48,224
2021	$223,142	$209,299	$2,820,433	$13,843
2020	$189,298	$197,548	$2,655,233	$-8,250
2019	$179,206	$191,676	$2,512,548	$-12,470
2018	$188,381	$193,623	$2,272,634	$-5,242

Virginia Trust for Historic Preservation Lee-Fendall House Museum and Gardens