James Monroe Memorial Foundation (EIN 540676990) - 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

1947

Legal Domicile

Principal Officer

George W Thomas Jr

Tax Period

2022-01-01 to 2022-12-31

James Monroe Memorial Foundation, founded in 1947, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $46K in total revenue in fiscal year 2018. Expenses of $173K exceeded revenue, resulting in a 274% operating deficit.

Mission

Educational and Charitable

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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 $34,927

Program Service Revenue $0

Investment Income $2

Other Revenue $17,500

TOTAL REVENUE $52,429

Expense Breakdown

Grants Paid $350

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,342

Other Expenses $36,774

TOTAL EXPENSES $37,124

Year-over-Year Comparison

	2022	2021	Change
Revenue	$52,429	$25,733	+1.0%
Expenses	$37,124	$49,898	-0.3%
Net Income	$15,305	$-24,165	-1.6%

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
Shelby Chandler	Trustee	1.00	Director	$0	$0	$0
Sara Cox	Trustee	1.00	Director	$0	$0	$0
Ronald O White	Chaplain	1.00	Director	$0	$0	$0
Louis T march	Trustee	1.00	Director	$0	$0	$0
C L Sigmon	Trustee	1.00	Director	$0	$0	$0
Don Blake	Trustee	1.00	Director	$0	$0	$0
James F Russell II	Trustee	1.00	Director	$0	$0	$0
Cheryl B Davis	Trustee	1.00	Director	$0	$0	$0
Patrick McSweeney	Trustee	1.00	Director	$0	$0	$0
Alexander Rawles	Trustee	1.00	Director	$0	$0	$0
Mary A Broadbent	Trustee	1.00	Director	$0	$0	$0
George W Thomas Jr	President and Chairman	4.00	Officer Director	$0	$0	$0
Peter Broadbent Jr	Vice President and General Co	1.00	Officer	$0	$0	$0
Gregory Burkett	Assistant Chaplain	1.00	Officer	$0	$0	$0
Kerry Johnson	Assistant Secretary	1.00	Officer	$0	$0	$0
Brandon C Taylor	Treasurer	1.00	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
2024	No data	No data	No data	No data
2022	$52,429	$37,124	$126,237	$15,305
2021	$25,733	$49,898	$118,983	$-24,165
2020	$32,120	$156,943	$135,147	$-124,823
2019	$29,520	$72,383	$272,145	$-42,863
2018	$46,089	$172,574	$299,011	$-126,485

James Monroe Memorial Foundation