THE JOHN MARSHALL FOUNDATION C/O VIRGINIA HISTORICAL SOCIETY (EIN 541417184) - 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

1987

Legal Domicile

Principal Officer

DAVID KUNNEN

Phone

8047750861

Tax Period

2022-07-01 to 2023-03-31

THE JOHN MARSHALL FOUNDATION, founded in 1987, is a small nonprofit that reported $474K in total revenue in fiscal year 2018. Revenue surged 82% from the prior year, signaling strong growth momentum. Expenses of $412K left a modest 13% surplus.

Mission

THE JOHN MARSHALL FOUNDATION EXISTS TO EDUCATE THE PUBLIC ABOUT THE RULE OF LAW UNDER THECONSTITUTION THROUGH THE LIFE, CHARACTER, AND SERVICE OF AMERICA'S GREAT CHIEF JUSTICE. THE JOHN MARSHALL FOUNDATION ENGAGES THE PUBLIC AT THE CROSSROADS OF OUR CONSTITUTION, OUR CLASSROOMS, AND OUR COURTS, PROVIDING CIVICS AND CONTINUING EDUCATION PROGRAMS ABOUT THE RULE OF LAW, THE INDEPENDENT JUDICIARY, AND OUR NATION'S CONSTITUTIONAL FOUNDING, EQUIPPING STUDENTS OF ALL AGES WITH THE TOOLS OF CIVIC ENGAGEMENT AND CIVIL DISCOURSE. OUR PROFESSIONAL DEVELOPMENT PROGRAMS AND OUTREACH PROGRAMS ARE AIMED AT SCHOOLS AND AREAS WITH LOWER-THAN-AVERAGE STANDARDIZED HISTORY SCORES AND HIGHER-THAN-AVERAGE FREE AND REDUCED LUNCH RATES.

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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 $238,193

Program Service Revenue $0

Investment Income $153

Other Revenue $0

TOTAL REVENUE $238,346

Expense Breakdown

Grants Paid $0

Salaries & Benefits $106,289

Fundraising Expenses $6,695

Program Expenses $150,778

Other Expenses $774,108

TOTAL EXPENSES $880,397

Year-over-Year Comparison

	2022	2021	Change
Revenue	$238,346	$195,091	+0.2%
Expenses	$880,397	$253,029	+2.5%
Net Income	$-642,051	$-57,938	+10.1%

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

$9,780

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
J TRACY WALKER IV	PRESIDENT	1.00	Officer Director	$0	$0	$0
GRETCHEN BYRD	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMIE O BOSKET	DIRECTOR	1.00	Director	$0	$0	$0
TREVOR S COX	TREASURER	1.00	Officer Director	$0	$0	$0
MATT FITZGERALD	DIRECTOR	1.00	Director	$0	$0	$0
SHELDON GILBERT	DIRECTOR	1.00	Director	$0	$0	$0
HON HENRY E HUDSON	DIRECTOR	1.00	Director	$0	$0	$0
BELINDA D JONES	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ELIZABETH KOSTELNY	DIRECTOR	1.00	Director	$0	$0	$0
HON STEPHEN R MCCULLOUGH	DIRECTOR	1.00	Director	$0	$0	$0
ADDISON B THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
RYAN W BOGGS	DIRECTOR	1.00	Director	$0	$0	$0
PAUL C HARRIS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFF MEADE	DIRECTOR	1.00	Director	$0	$0	$0
STEVE LIPPMAN	DIRECTOR	1.00	Director	$0	$0	$0
HENRY BUTLER	DIRECTOR	1.00	Director	$0	$0	$0
JOAN A ALBRECHT	OFFICER	16.00	Officer	$9,780	$0	$9,780

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	$238,346	$880,397	No data	$-642,051
2022	$195,091	$253,029	$648,262	$-57,938
2020	$206,571	$208,483	$692,102	$-1,912
2019	$194,125	$172,614	$744,270	$21,511
2018	$474,251	$412,293	$722,428	$61,958

THE JOHN MARSHALL FOUNDATION C/O VIRGINIA HISTORICAL SOCIETY