Winchester-frederick County Historical Society is a 501(c)(3) organization based in Winchester, Virginia, registered in 1938, with $289,571 in FY2024 revenue. CharityIndex grades it B.
Revenue (FY2024)
$290K
▲ 14.8% vs prior year
Expenses (FY2024)
$255K
Net assets
$769K
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Winchester-frederick County Historical Society— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Winchester-frederick County Historical Society: 36 mo reserves · +12% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Winchester-frederick County Historical Society— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Winchester-frederick County Historical Society: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue grew from $220K (FY2013) to $290K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
11.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$774K
Total liabilities
$5,141
Net assets
$769K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $289,571▲14.8% | $255,296▼5.4% | $768,932▲4.3% | $774,073▲4.0% | 990 |
| 2023 | $252,324▼27.7% | $269,868▲3.8% | $737,220▼2.4% | $744,506▼1.8% | 990 |
| 2022 | $348,789▲38.6% | $260,109▲29.3% | $755,710▲13.3% | $757,842▲13.2% | 990 |
| 2021 | $251,604▲20.5% | $201,109▲10.8% | $667,030▲8.2% | $669,227▲8.2% | 990 |
| 2020 | $208,761▼37.2% | $181,474▼17.8% | $616,535▲4.6% | $618,348▲4.6% | 990 |
| 2019 | $332,273▲47.4% | $220,775▲7.3% | $589,248▲23.3% | $591,069▲23.0% | 990 |
| 2018 | $225,463▲9.4% | $205,765▲2.7% | $477,750▲4.3% | $480,621▲4.4% | 990 |
| 2017 | $206,024▲10.4% | $200,312▲6.3% | $458,052▲1.3% | $460,313▲1.3% | 990 |
| 2016 | $186,589▼8.6% | $188,500▼3.7% | $452,340▼0.4% | $454,538▼0.5% | 990 |
| 2015 | $204,076▼10.3% | $195,821▲3.5% | $454,251▲1.9% | $456,935▲1.8% | 990 |
| 2014 | $227,623▲3.2% | $189,218▲14.9% | $445,996▲9.4% | $448,657▲9.7% | 990 |
| 2013 | $220,492 | $164,621▼0.6% | $407,591▲15.9% | $408,999▲15.8% | 990 |
| 2012 | — | $165,572 | $351,720 | $353,090 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Winchester-frederick County Historical Society (EIN 54-1273626) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.