Nonprofit · EIN 54-0629148
HISTORIC ST LUKES RESTORATION
Tax-exempt · SMITHFIELD, VA 23430
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 (amended) | $673,263 | $692,103 | -$18,840 | $6,766,138 | $149,924 | $6,616,214 |
| June 30, 2024 | 990 | $976,013 | $741,233 | $234,780 | $6,439,549 | $145,944 | $6,293,605 |
| June 30, 2023 | 990 | $1,006,866 | $766,971 | $239,895 | $6,124,085 | $65,260 | $6,058,825 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $144,749
- Program service revenue
- $187,513
- Investment income
- $343,439
- Net rental income
- $11,750
- Net gain from sales of assets
- $189,722
- Net income from sales of inventory
- -$14,188
- Other revenue
- -$2,438
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $45,203
- Other salaries and wages
- $315,361
- Salaries, compensation and benefits (total)
- $388,109
- Professional fundraising fees
- $0
- Legal fees
- $8,560
- Accounting fees
- $7,950
- Depreciation
- $61,449
- Program services (functional)
- $415,008
- Management and general (functional)
- $206,173
- Fundraising (functional)
- $70,922
Balance sheet and other
- Total assets, start of year
- $6,439,549
- Total assets, end of year
- $6,766,138
- Total liabilities, end of year
- $149,924
- Net assets, end of year
- $6,616,214
- Land, buildings and equipment
- $1,119,961
- Publicly traded securities
- $5,606,657
- Net assets without donor restrictions
- $6,474,268
- Net assets with donor restrictions
- $141,946
- Gross receipts
- $1,268,694
- Employees
- 12
- Volunteers
- 56
- Year formed
- 1953
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN ERICSON | Executive Dir. Officer | 40 | $45,203 |
| RET REV SUSAN HAYNES | Chairman Trustee or director, Officer | 1 | $0 |
| MATTHEW M ABBITT | President Trustee or director, Officer | 5 | $0 |
| ROBERT E CLAY III | Vice President Trustee or director, Officer | 5 | $0 |
| SUSAN F COOPER | CO VICE PRESIDE Trustee or director, Officer | 5 | $0 |
| JUDITH H WINSLOW | Secretary Trustee or director, Officer | 5 | $0 |
| DR A JAMES HENDERSON | Treasurer Trustee or director, Officer | 1 | $0 |
| CECIL W GWALTNEY III | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVID M HARE | PAST PRESIDENT Trustee or director | 1 | $0 |
| CONWAY HENDERSON | BOARD MEMBER Trustee or director | 1 | $0 |
| TIM JONES | BOARD MEMBER Trustee or director | 1 | $0 |
| ANNAMARIA PENCOLA | BOARD MEMBER Trustee or director | 1 | $0 |
| DR GAYLE W TERWILLIGER DDS | BOARD MEMBER Trustee or director | 1 | $0 |
| STEVE TURNER | Board Member Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Todd Ballance | Previous Executive Director | 40 | $70,867 |
| Kymberly C Jolly | Exec Assistant | 40 | $52,429 |
| John Ericson | Outreach Coordinat | 40 | $44,669 |
| Randy R Goodwin | Sr Grounds Tech | 40 | $43,310 |
| Frederick Hodges | Sales & Service Mg | 40 | $41,694 |
| RET REV SUSAN HAYNES | Chairman Trustee or director, Officer | 1 | $0 |
| JUDITH HARE WINSLOW | Secretary Trustee or director, Officer | 1 | $0 |
| DAVID HARE | Immed Past Pres Trustee or director, Officer | 6 | $0 |
| MATTHEW M ABBITT | President Trustee or director, Officer | 1 | $0 |
| DR A JAMES HENDERSON | Treasurer Trustee or director, Officer | 5 | $0 |
| ROBERT CLAY III | Vice President Trustee or director, Officer | 1 | $0 |
| SUSAN F COOPER | BOARD MEMBER Trustee or director | 1 | $0 |
| CONWAY HENDERSON | Board Member Trustee or director | 1 | $0 |
| TIM JONES | BOARD MEMBER Trustee or director | 1 | $0 |
| ANNAMARIA PENCOLA | BOARD MEMBER Trustee or director | 1 | $0 |
| STEVE TURNER | BOARD MEMBER Trustee or director | 1 | $0 |
| CECIL W GWALTNEY III | Board Member Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Todd Ballance | Executive Director | 40 | $65,600 |
| Kymberly S Cardullo | Exec Assistant | 40 | $47,517 |
| Randy R Goodwin | Sr Grounds Tech | 40 | $41,168 |
| John Ericson | Outreach Coordinat | 40 | $41,134 |
| Frederick Hodges | Sales & Service Mg | 40 | $38,036 |
| RET REV SUSAN HAYNES | Chairman Trustee or director, Officer | 1 | $0 |
| JUDITH HARE WINSLOW | Secretary Trustee or director, Officer | 1 | $0 |
| DAVID HARE | President Trustee or director, Officer | 6 | $0 |
| WILLIAM HODSDEN | Past President Trustee or director, Officer | 6 | $0 |
| DR A JAMES HENDERSON | Treasurer Trustee or director, Officer | 1 | $0 |
| ROBERT CLAY III | Vice President Trustee or director, Officer | 1 | $0 |
| SUSAN F COOPER | Director Trustee or director | 1 | $0 |
| CONWAY HENDERSON | Director Trustee or director | 1 | $0 |
| MATTHEW M ABBITT | Director Trustee or director | 1 | $0 |
| L FREDERICK CHAPMAN III | Director Trustee or director | 1 | $0 |
| TIM JONES | Director Trustee or director | 1 | $0 |
| STEVEN TURNER | Director Trustee or director | 1 | $0 |
| TREY GWALTNEY | Director Trustee or director | 1 | $0 |
| JOANNE WILLIS | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 14477 BENNS CHURCH BLVD, SMITHFIELD, VA 23430-6155
- Principal officer (990 for 2024)
- MATTHEW M ABBITT, 14477 Benns Church Blvd, Smithfield, VA 23430
- Signed the 990
- JOHN ERICSON, Executive Director
- Phone
- (757) 357-3367
- Website
- historicstlukes.org
- Return prepared by
- BOYCE SPADY & MOORE PLC
Mission
To manage "Virginia's Oldest Church Building and its cemeteries, and to preserve and interpret its history, collections, and historic grounds.
Program accomplishments
- To manage "Virginia's Oldest Church Building and its cemeteries, and to preserve and interpret its history, collections, and historic grounds for the general public.Expenses $415,008
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 54-0629148
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1954
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $6,766,138
- Income (IRS master file)
- $1,268,694
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $673,263 | $692,103 | $6,766,138 | XML |
| 990 | June 2024 | $976,013 | $741,233 | $6,439,549 | XML |
| 990 | June 2023 | $1,006,866 | $766,971 | $6,124,085 | XML |
| 990 | June 2022 | -$231,914 | $751,963 | $5,944,642 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-0629148).
Questions about HISTORIC ST LUKES RESTORATION
- What is the EIN of HISTORIC ST LUKES RESTORATION?
- The employer identification number (EIN) of HISTORIC ST LUKES RESTORATION is 54-0629148.
- Is HISTORIC ST LUKES RESTORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to HISTORIC ST LUKES RESTORATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HISTORIC ST LUKES RESTORATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HISTORIC ST LUKES RESTORATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HISTORIC ST LUKES RESTORATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HISTORIC ST LUKES RESTORATION?
- The 990 for the year ended June 30, 2025 names MATTHEW M ABBITT.
- Who are the officers and directors of HISTORIC ST LUKES RESTORATION?
- The 990 for the year ended June 30, 2025 lists 14 people; 1 received compensation from the organization, the highest $45,203 (JOHN ERICSON, Executive Dir.).
- How much revenue does HISTORIC ST LUKES RESTORATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $673,263, expenses of $692,103 and total assets of $6,766,138 at year end.
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All nonprofits in SMITHFIELD · Virginia · Arts, culture and humanities