JAMESTOWN FOUNDATION (EIN 363266722) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

PETER MATTIS

Phone

2024838888

Tax Period

2023-01-01 to 2023-12-31

JAMESTOWN FOUNDATION, founded in 1983, is a small nonprofit in the International Affairs sector that reported $620K in total revenue in fiscal year 2023. Revenue fell 61% from the prior year — a significant decline worth monitoring. Expenses of $1.6M exceeded revenue, resulting in a 160% operating deficit.

Mission

TO CONDUCT RESEARCH AND ANALYSIS CONCERNING CONFLICT AND INSTABILITY IN EURASIA FOR PUBLIC EDUCATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $601,977

Program Service Revenue $0

Investment Income $17,935

Other Revenue $-87

TOTAL REVENUE $619,825

Expense Breakdown

Grants Paid $0

Salaries & Benefits $849,073

Fundraising Expenses $0

Program Expenses $926,390

Other Expenses $760,993

TOTAL EXPENSES $1,610,066

Year-over-Year Comparison

	2023	2022	Change
Revenue	$619,825	$1,584,539	-0.6%
Expenses	$1,610,066	$1,155,390	+0.4%
Net Income	$-990,241	$429,149	-3.3%

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

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

$80,769

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLEM DE VOGEL	CHAIRMAN/TREASURER	2.00	Officer Director	$0	$0	$0
PHILIP M BREEDLOVE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL VICKERS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID R STILWELL	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT SPRING	DIRECTOR	1.00	Director	$0	$0	$0
BRIG GEN RET ROBERT SPALDING	DIRECTOR	1.00	Director	$0	$0	$0
JOHN P OSWALD	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT ROBINS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL E KAVOUKJIAN	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE HOFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK W GROSS	DIRECTOR	1.00	Director	$0	$0	$0
JAMES G GIDWITZ	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW BRYZA	DIRECTOR	1.00	Director	$0	$0	$0
LINDA H BOND	DIRECTOR	1.00	Director	$0	$0	$0
ARTHUR WALDRON	DIRECTOR	1.00	Director	$0	$0	$0
LOUISE V OLIVER	DIRECTOR	1.00	Director	$0	$0	$0
PETER MATTIS	PRESIDENT	40.00	Officer	$80,769	$0	$80,769
GLEN E HOWARD	PRESIDENT/CEO - FORMER	40.00		$359,765	$44,761	$404,526

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
2023	$619,825	$1,610,066	$2,744,661	$-990,241
2022	$1,584,539	$1,155,390	$3,113,381	$429,149
2021	$854,882	$1,089,432	$2,701,717	$-234,550
2020	$1,521,001	$1,115,529	$2,953,197	$405,472
2019	$1,097,853	$1,190,339	$2,525,815	$-92,486
2018	$1,443,372	$1,149,704	$2,611,876	$293,668

JAMESTOWN FOUNDATION