Aldie Heritage Association
Nonprofit profile at a glance
- EIN
- 541757247
- IRS 990-EZ coverage
- 2021–2025
- Forms available
- Form 990-EZ 2025
- Location
- Aldie, VA, USA
- Phone
- 9088689677
- Rating
- 83
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Historical Societies, Related Historical Activities
Reported finances
- Revenue
- $3,771
- Expenses
- $5,607
- Assets
- $48,191
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
14 people listed
Executive titles in this filing
- Gene Gulland (President)
- Guy Gerachis (Vice President)
People named in this filing
- Gene Gulland (President)
- Guy Gerachis (Vice President)
- Matthew Kukis (Treasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The Aldie Heritage Association is a 501(c)(3) nonprofit membership organization founded to promote the history, character and heritage of Aldie, Virginia and the surrounding area. Aldie was established in 1810.
What it reported doing in 2025
Provided support to the Aldie Elementary school in the recognition of outstanding students that represent those of good achievement and character and represent the village of Aldie in their work.
Operating model
- Revenue model
- Donor-supported. 100% of the money available for current operations came from contributions and gifts.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 72% for direct work, and 28% for grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and assets have declined or grown slowly.
Rating breakdown
- Financial Efficiency: 88
- Transparency & Controls: 82
- Sustainability: 46
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 68.8%; rating input score 69
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -48.7%; rating input score 12; 12th percentile among comparable filings
- Total-asset coverage ratio: 8.59; rating input score 90; 90th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 17.3% per year; rating input score 100; 79th percentile among comparable filings
- Revenue growth: 30.6% per year; rating input score 100; 93rd percentile among comparable filings
- Asset growth: -11.4% per year; rating input score 0; 16th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 68.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $4K in reported program spending
- Leadership: top reported pay $0 · 14 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 2 filed schedules
- Filing history: 5 filing years from 2021 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 12/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.