Winchester-Frederick County Historical Society

Analysis

Winchester-Frederick County Historical Society is a registered charity in United States, based in Winchester, VA. It received its IRS tax-exemption ruling in June 1938, 88 years ago. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Winchester-Frederick County Historical Society reported income of $252k and spending of $270k, spending 107% of what it took in. Across the 5 years on record, from December 2019 to December 2023, income fell from $332k to $252k (-24%), an average of -6.6% a year. The sharpest change came in the year to December 2022, when income rose by 39%. Over the whole period it spent 81% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Winchester-Frederick County Historical Society sits at the 57th percentile: it is larger than about 57% of them. Against every charity in United States with reported income it ranks in the 58th percentile, and in the 58th percentile within VA. Charities of a similar size with the same main cause include Monarch Quarterback Club ($252k), Sky Mountain Wild Horse Sanctuary ($252k) and Madison Youth Soccer Booster Club ($252k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 69% and program service revenue 19% of the total. Other salaries and wages came to $166k. At year end it held assets of $745k against liabilities of $7,286, net assets of $737k. It reported 27 employees.