Civic Intelligence

Virginia Trust for Historic Preservation

990 • Fiscal year 2013 • EIN 54-6076244

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

614 Oronoco Street22314

(703) 548-1789

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

33rd percentile

0.01x

Higher debt load relative to revenue than 33% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

29th percentile

-4.5%

Higher net margin than 29% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

58th percentile

$28,050

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 23.7% of source-year revenue.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

48th percentile

1.5%

Faster asset growth than 48% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

45th percentile

2.1%

Faster revenue growth than 45% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Assets

Up

$667,284

Up $9,674 (+1.5%) from 2012

Net Assets

Up

$666,444

Up $12,289 (+1.9%) from 2012

Liabilities

Down

$840

Down $2,615 (-76%) from 2012

Revenue

Up

$118,145

Up $2,413 (+2.1%) from 2012

Expenses

Up

$123,446

Up $3,891 (+3.3%) from 2012

Net Income

Down

-$5,301

Down $1,478 (-39%) from 2012

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $684,999Liabilities 2010: $0Net Assets 2010: $684,9992010Assets 2011: $652,287Liabilities 2011: $0Net Assets 2011: $652,2872011Assets 2012: $657,610Liabilities 2012: $3,455Net Assets 2012: $654,1552012Assets 2013: $667,284Liabilities 2013: $840Net Assets 2013: $666,4442013Assets 2014: $667,919Liabilities 2014: $853Net Assets 2014: $667,0662014Assets 2015: $657,244Liabilities 2015: $917Net Assets 2015: $656,3272015Assets 2016: $2,319,067Liabilities 2016: $4,309Net Assets 2016: $2,314,7582016Assets 2017: $2,469,098Liabilities 2017: $4,733Net Assets 2017: $2,464,3652017Assets 2018: $2,272,634Liabilities 2018: $2,612Net Assets 2018: $2,270,0222018Assets 2019: $2,512,548Liabilities 2019: $1,252Net Assets 2019: $2,511,2962019Assets 2020: $2,655,233Liabilities 2020: $11,366Net Assets 2020: $2,643,8672020Assets 2021: $2,820,433Liabilities 2021: $3,208Net Assets 2021: $2,817,2252021Assets 2022: $2,453,067Liabilities 2022: $156Net Assets 2022: $2,452,9112022Assets 2023: $2,540,717Liabilities 2023: $11,520Net Assets 2023: $2,529,1972023Assets 2024: $2,624,591Liabilities 2024: $338Net Assets 2024: $2,624,2532024

Highlighted filing

2013

Assets$667,284
Liabilities$840
Net Assets$666,444

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $180,9092010Expenses 2011: $134,8072011Revenue 2012: $115,732Expenses 2012: $119,555Net Income 2012: -$3,8232012Revenue 2013: $118,145Expenses 2013: $123,446Net Income 2013: -$5,3012013Revenue 2014: $122,032Expenses 2014: $125,665Net Income 2014: -$3,6332014Revenue 2015: $114,466Expenses 2015: $121,353Net Income 2015: -$6,8872015Revenue 2016: $1,687,472Expenses 2016: $130,552Net Income 2016: $1,556,9202016Revenue 2017: $188,418Expenses 2017: $161,590Net Income 2017: $26,8282017Revenue 2018: $188,381Expenses 2018: $193,623Net Income 2018: -$5,2422018Revenue 2019: $179,206Expenses 2019: $191,676Net Income 2019: -$12,4702019Revenue 2020: $189,298Expenses 2020: $197,548Net Income 2020: -$8,2502020Revenue 2021: $223,142Expenses 2021: $209,299Net Income 2021: $13,8432021Revenue 2022: $240,376Expenses 2022: $192,152Net Income 2022: $48,2242022Revenue 2023: $176,563Expenses 2023: $298,928Net Income 2023: -$122,3652023Revenue 2024: $207,370Expenses 2024: $222,227Net Income 2024: -$14,8572024

Highlighted filing

2013

Revenue$118,145
Expenses$123,446
Net Income-$5,301
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$127,504
Mission and Program Overview

Mission

Educate the public on life in 18th century america.

Operates the lee-fendall house museum as an educational resource for the city of alexandria.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$428,062$420,878▼ $7,184
Investments in Publicly Traded Securities$59,940$79,099▲ $19,159
Cash and Non-Interest-Bearing Accounts$8,790$35,717▲ $26,927
Savings and Temporary Cash Investments$36,684$16,157▼ $20,527
Inventories for Sale or Use$2,274$2,373▲ $99
Total Assets$657,610$667,284▲ $9,674
Other Assets Total$121,860$113,060▼ $8,800
Liabilities
Accounts Payable and Accrued Expenses$3,455$840▼ $2,615
Total Liabilities$3,455$840▼ $2,615
Net Assets / Fund Balance
Unrestricted Net Assets$654,155$666,444▲ $12,289
Total Net Assets Fund Balance$654,155$666,444▲ $12,289
Total Liabilities and Net Assets / Fund Balance$657,610$667,284▲ $9,674

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$280,477$259,719$540,196
Land$124,373-$124,373
Equipment$7,191$70,634$77,825
Other Land Buildings$8,837$3,597$12,434
Other Assets Org$9,622--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John B ChristiansenExecutive DirectorFT$24,375$3,675$28,050
Emily E AdamsExecutive DirectorFT$20,833-$20,833

Board Members and Trustees

NameTitle
Patricia SandersPresident
Edward F HornVice President
David HeidenDirector
Ellen StantonDirector
H Talmage DayDirector
Kelly JeffordanDirector
Margaret ReaganDirector
Timothy GrahamDirector
Carter RefoSecty-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$62,974
Program Service Revenue
$12,227
Investment Income
$7,302
Other Revenue
$35,642
All Other Contributions
$55,379
Change in Net Assets
$-5,301
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$62,369
Other Expenses$61,077
Total Fundraising Expense$12,656
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$22,604$13,562$9,042$45,208
Depreciation Depletion$9,622$5,592-$15,214
Occupancy$6,326$3,924-$10,250
Other Salaries and Wages$9,628--$9,628
Other Expenses$8,257$471$315$8,257
Office Expenses$4,367$3,863-$8,230
Insurance$6,247--$6,247
Payroll Taxes$1,929$1,157$772$3,858
Other Employee Benefits$1,838$1,103$735$3,675
Advertising--$1,292$1,292
Fees for Services Accounting-$1,262-$1,262
Fees for Services Other--$500$500
Information Technology$97$96-$193
Travel$154--$154
Total Functional Expenses$79,761$31,030$12,656$123,446
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$922
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VII, Section A, Line 11

John b christiansen replaced emily e adams during 2013

Filing and Contact Details

Filer

EIN
54-6076244
Phone
7035481789

Signing Officer

Name
John B Christiansen
Title
Executive Director
Phone
7035481789
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John B Christiansen
Formed
1968
Legal Domicile
Va
Voting Board Members
9
Independent Board Members
9
Employees
5
Volunteers
15

Preparer

Preparer
Douglas B Stuart
Phone
3012925961
Raw XML AppendixShowing 400 of 463 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECTY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0772
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01157
IRS990/PayrollTaxesGrp/ProgramServicesAmt01929
IRS990/PayrollTaxesGrp/TotalAmt03858
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOHN B CHRISTIANSEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0MUSEUM TOURS/ADMISSIONS
IRS990/ProgramServiceRevenueGrp/Desc1CULTURAL SPECIAL EVENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02978
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19249
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02978
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19249
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt077359
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01207
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt055171
IRS990/PYOtherRevenueAmt023295
IRS990/PYProgramServiceRevenueAmt013871
IRS990/PYRevenuesLessExpensesAmt0-3823
IRS990/PYSalariesCompEmpBnftPaidAmt064384
IRS990/PYTotalExpensesAmt0119555
IRS990/PYTotalRevenueAmt0115732
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-5301
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt034580
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt012892
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt036684
IRS990/SavingsAndTempCashInvstGrp/EOYAmt016157
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt062974
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt077359
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt049132
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt083021
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt049262
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0321748
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt038503
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt032058
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt029657
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt013538
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt027065
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0140821
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt012227
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.69560
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.75090
IRS990ScheduleA/PublicSupportTotal170Amt0321748
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt062974
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt077359
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt049132
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt083021
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt049262
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0321748
IRS990ScheduleA/TotalSupportAmt0462569
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0280477
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0259719
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0540196
IRS990ScheduleD/EquipmentGrp/BookValueAmt07191
IRS990ScheduleD/EquipmentGrp/DepreciationAmt070634
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt077825
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0124373
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0124373
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt082508
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt118225
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2244
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt31049
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt41412
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt59622
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0AMERICAN LETTERS ARTIFACTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1PAINT ANALYSIS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2CHRISTOPHER LEE LIBRARY
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3OTHER ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4WEBSITE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc5HISTORIC ANALYSIS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08837
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03597
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt012434
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0420878
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0113060
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOHN B CHRISTIANSEN REPLACED EMILY E ADAMS DURING 2013
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VII, Section A, Line 11
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0657610
IRS990/TotalAssetsEOYAmt0667284
IRS990/TotalAssetsGrp/BOYAmt0657610
IRS990/TotalAssetsGrp/EOYAmt0667284
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt062974
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt012656
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031030

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.62$0.00$2.62$0.21$0.22$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.54$0.01$2.53$0.18$0.30$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.24$0.19$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.22$0.21$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.66$0.01$2.64$0.19$0.20$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.18$0.19$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.19$0.19$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.46$0.19$0.16$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.31$1.69$0.13$1.56
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.11$0.12$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.12$0.13$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.12$0.12$0.01
2012Summary only. Only limited summary data is available for this year.$0.66$0.00$0.65$0.12$0.12$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$0.18