THE JOHN MARSHALL FOUNDATION C/O V… - Form 990 Financial Data

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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

1987

Legal Domicile

Principal Officer

DAVID KUNNEN

Phone

8047750861

Tax Period

2022-07-01 to 2023-03-31

THE JOHN MARSHALL FOUNDATION C/O VIRGINIA HISTORICAL SOCIETY, founded in 1987, is a small nonprofit that reported $238K in total revenue in fiscal year 2022. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $880K exceeded revenue, resulting in a 269% operating deficit.

Mission

MISSION & VISION - THE JOHN MARSHALL CENTER PRESERVES AND HONORS THE FOUNDING LEGACY OF JOHN MARSHALL BY ENGAGING AND EDUCATING LEARNERS OF ALL AGES ABOUT OUR CONSTITUTIONAL HISTORY, THE RULE OF LAW, AND CIVICS - INSPIRING THEM TOWARD A MORE PERFECT UNION. LIKE MARSHALL, WE ENVISION "... A CONSTITUTION INTENDED TO ENDURE," A CONSTITUTIONAL EDUCATION FOR ALL.

Program Service Accomplishments

Program 1

Expenses: $150,778 Revenue: $238,346

THE JOHN MARSHALL CENTER, FOUNDED IN 1987, EDUCATES LEARNERS OF ALL AGES ABOUT CONSTITUTIONAL HISTORY AND CIVICS AND EXPLORES THE LIFE AND LEGACY OF CHIEF JUSTICE JOHN MARSHALL (1755-1835).

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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 (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