JAMESTOWN REDISCOVERY FOUNDATION (EIN 472945490) - 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

2014

Legal Domicile

Principal Officer

JAMES P HORN

Phone

8046481889

Tax Period

2022-07-01 to 2023-06-30

JAMESTOWN REDISCOVERY FOUNDATION, founded in 2014, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.6M in total revenue in fiscal year 2017. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $1.4M left a modest 10% surplus.

Mission

JAMESTOWN REDISCOVERY FOUNDATION IS COMMITTED TO SUPPORTING THE PRESERVATION, (SEE SCHEDULE O) ARCHAEOLOGICAL RESEARCH, AND PROMOTION OF HISTORIC JAMESTOWNE, THE ORIGINAL SITE OF THE FIRST ENGLISH SETTLEMENT IN THE AMERICAS, WHERE THREE CULTURES--NATIVE AMERICAN, EUROPEAN, AND AFRICAN--LAID THE FOUNDATION OF AMERICAN SOCIETY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,951,294

Program Service Revenue $0

Investment Income $615

Other Revenue $0

TOTAL REVENUE $1,951,909

Expense Breakdown

Grants Paid $929,286

Salaries & Benefits $624,795

Fundraising Expenses $398,634

Program Expenses $1,104,073

Other Expenses $226,911

TOTAL EXPENSES $1,780,992

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,951,909	$2,049,738	0.0%
Expenses	$1,780,992	$1,420,798	+0.3%
Net Income	$170,917	$628,940	-0.7%

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

$211,946

Total Directors

$211,946

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MR WILLIAM D BARKER	BOARD MEMBER	1.00	Director	$0	$0	$0
DR PATRICIA BARRY	BOARD MEMBER	1.00	Director	$0	$0	$0
MR DONALD W BOGUS	BOARD MEMBER	1.00	Director	$0	$0	$0
MS ELAINE E BOGUS	BOARD MEMBER	1.00	Director	$0	$0	$0
MS MARILYN L BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
MR RANDALL HAWTHORNE	BOARD MEMBER	1.00	Director	$0	$0	$0
MS SHELBY HAWTHORNE	BOARD MEMBER	1.00	Director	$0	$0	$0
MR JAMES D PENNY	BOARD MEMBER	1.00	Director	$0	$0	$0
MS LORETTA J ROMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MR MARK J ROMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MS ALICE RYBICKI	BOARD MEMBER	1.00	Director	$0	$0	$0
MR MARC B SHARP	BOARD MEMBER	1.00	Director	$0	$0	$0
MS L KAY WILKINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MR RONALD L HURST	CHAIRMAN, PRESERVATION VIRGINIA	1.00	Director	$0	$0	$0
MS ELIZABETH S KOSTELNY	CEO, PRESERVATION VA	1.00	Director	$0	$0	$0
DR WILLIAM M KELSO	EMERITUS	1.00	Director	$0	$0	$0
MR JAMES P HORN	PRESIDENT	23.00	Officer Director	$0	$23,899	$211,946
MR JAMES C REAGAN	CHAIR	1.00	Officer Director	$0	$0	$0
MS WILMA SHARP	SECRETARY	1.00	Officer Director	$0	$0	$0
MS PAMELA PENNY	TREASURER	1.00	Officer Director	$0	$0	$0
MS DENISE KELLOGG	DIRECTOR OF DEVELOPMENT	40.00	Highest	$0	$3,209	$138,272

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	No data	No data	No data	No data
2023	$1,951,909	$1,780,992	$2,308,991	$170,917
2022	$2,049,738	$1,420,798	$2,336,450	$628,940
2021	$1,715,590	$926,658	$1,500,201	$788,932
2020	$1,323,239	$1,627,257	$1,140,050	$-304,018
2019	$1,838,058	$1,594,153	$1,077,155	$243,905
2018	$1,605,822	$1,444,440	$1,142,532	$161,382

JAMESTOWN REDISCOVERY FOUNDATION