HISTORIC RICHMOND ASSOCIATION (EIN 760528875) - Form 990 Financial Analysis & Trantor Score

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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

1997

Legal Domicile

Principal Officer

AMANDA DOCKUM

Phone

7138224088

Tax Period

2025-01-01 to 2025-12-31

HISTORIC RICHMOND ASSOCIATION, founded in 1997, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $38K in total revenue in fiscal year 2025. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $46K exceeded revenue, resulting in a 20% operating deficit.

Mission

THE PURPOSE OF THIS ORGANIZATION SHALL BE TO SUPPORT HISTORIC RICHMONDS BUSINESSES AND THE RICHMOND COMMUNITY THROUGH PRESERVATION, COMMUNITY IMPROVEMENT AND THE PROMOTION OF OUR CITY THROUGH EDUCATIONAL, CIVIC AND CULTURAL EVENTS AND PROGRAMS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,167

Program Service Revenue $37,279

Investment Income $2

Other Revenue $0

TOTAL REVENUE $38,448

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,773

Other Expenses $45,982

TOTAL EXPENSES $45,982

Year-over-Year Comparison

	2025	2024	Change
Revenue	$38,448	$32,947	+0.2%
Expenses	$45,982	$36,294	+0.3%
Net Income	$-7,534	$-3,347	+1.3%

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

N/A

Volunteers

120

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	Reportable Comp	Other Comp	Total
ELIZABETH MARIE	PRESIDENT	N/A	$0	$0	$0
MARK EASTWOOD	TREASURER	N/A	$0	$0	$0
KAYE EASTWOOD	SECRETARY	N/A	$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
2025	$38,448	$45,982	$22,636	$-7,534
2024	$32,947	$36,294	$30,178	$-3,347
2023	$46,707	$29,949	No data	$16,758
2022	$48,149	$52,753	No data	$-4,604
2021	$60,374	$59,820	No data	$554
2020	$33,156	$21,716	$38,761	$11,440
2019	$65,363	$52,320	$14,181	$13,043

HISTORIC RICHMOND ASSOCIATION