General Society Sons of the Revolution (EIN 236269069) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1890

Legal Domicile

Principal Officer

Matson Roberts

Phone

7573450757

Tax Period

2023-07-01 to 2024-06-30

Mission

To perpetuate the memory of the men who achieved the independence of the United States

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $125,662

Program Service Revenue $0

Investment Income $0

Other Revenue $4,821

TOTAL REVENUE $130,483

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,846

Other Expenses $131,789

TOTAL EXPENSES $131,789

Year-over-Year Comparison

	2023	2022	Change
Revenue	$130,483	$113,391	+0.2%
Expenses	$131,789	$220,570	-0.4%
Net Income	$-1,306	$-107,179	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jefferson Moak	Director	2.00	Director	$0	$0	$0
Roland Summers	Director	2.00	Director	$0	$0	$0
W Stephen Cannon	Secretary	2.00	Director	$0	$0	$0
Peter Sherwin	Secretary	0.00	Director	$0	$0	$0
Matson Roberts	Treasurer	2.00	Director	$0	$0	$0
Eric Zetterburg	Treasurer	2.00	Director	$0	$0	$0
Wayne Strasbaugh	Director	2.00	Director	$0	$0	$0
Frank Hardeman III	Vice President	2.00	Director	$0	$0	$0
Peter Broadbent	Director	2.00	Director	$0	$0	$0
Augustus Succop III	Director	2.00	Director	$0	$0	$0
Peter Stimpson	Director	2.00	Director	$0	$0	$0
Eric Guenther	Director	2.00	Director	$0	$0	$0
Mark Jakobowski	President	2.00	Officer	$0	$0	$0
Shervin Hawley	Vice President	2.00	Officer	$0	$0	$0
Jeffery Murrie	Vice President	2.00	Officer	$0	$0	$0
Louis Carmichael	Vice President	2.00	Officer	$0	$0	$0
Max Riekse	Vice President	2.00	Officer	$0	$0	$0
David Milam	Vice President	2.00	Officer	$0	$0	$0
Charles Scammell	Vice President	2.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$130,483	$131,789	$966,169	$-1,306
2023	$113,391	$220,570	$947,461	$-107,179
2022	$203,838	$302,770	$975,957	$-98,932
2021	$126,797	$146,749	$1,238,251	$-19,952
2020	No data	No data	$1,010,079	No data
2019	No data	No data	$1,016,328	No data

General Society Sons of the Revolution