FORT MONROE FOUNDATION (EIN 274974146) - 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

2011

Legal Domicile

Principal Officer

VINCENT TUCKER

Phone

7572512756

Tax Period

2024-07-01 to 2025-06-30

FORT MONROE FOUNDATION, founded in 2000, is a small nonprofit in the Arts, Culture & Humanities sector that reported $890K in total revenue in fiscal year 2018. The organization ran a surplus of $684K, a strong 77% operating margin.

Mission

THE FORT MONROE FOUNDATION HELPS PROMOTE AND SUSTAIN FORT MONROE, ITS PROGRAMS AND PARTNERS, THROUGH FUNDRAISING AND STEWARDSHIP OF FINANCIAL RESOURCES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $66,545

Program Service Revenue $0

Investment Income $601

Other Revenue $0

TOTAL REVENUE $67,146

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $5,262

Program Expenses $48,659

Other Expenses $65,097

TOTAL EXPENSES $65,097

Year-over-Year Comparison

	2024	2023	Change
Revenue	$67,146	$155,103	-0.6%
Expenses	$65,097	$107,923	-0.4%
Net Income	$2,049	$47,180	-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

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
VINCENT TUCKER	PRESIDENT	15.00	Officer Director	$0	$0	$0
AAZIA MROZINSKI	VICE PRESIDE	15.00	Officer Director	$0	$0	$0
CARYL JOHNSON	TREASURER	10.00	Officer Director	$0	$0	$0
SEASON ROBERTS	SECRETARY	1.00	Officer Director	$0	$0	$0
TONYA BYRD	DIRECTOR	1.00	Director	$0	$0	$0
KAPUA CONLEY	DIRECTOR	0.25	Director	$0	$0	$0
TOM COSGROVE	DIRECTOR	1.00	Director	$0	$0	$0
CHARLIE CURETON	DIRECTOR	1.00	Director	$0	$0	$0
JIMMY GRAY	DIRECTOR	1.00	Director	$0	$0	$0
GLEN ODER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN REYNOLDS	DIRECTOR	1.00	Director	$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	$67,146	$65,097	$351,011	$2,049
2024	$155,103	$107,923	$348,962	$47,180
2023	$130,808	$94,226	$290,488	$36,582
2022	$154,668	$303,829	$253,906	$-149,161
2021	$169,803	$151,066	$403,310	$18,737
2020	$427,851	$872,650	$384,504	$-444,799
2019	$889,603	$205,618	$829,657	$683,985

FORT MONROE FOUNDATION