JEB STUART BIRTHPLACE PRESERVATION… - 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

1990

Legal Domicile

Principal Officer

BRIAN JESSUP

Phone

2766944999

Tax Period

2025-01-01 to 2025-12-31

JEB STUART BIRTHPLACE PRESERVATION TRUST INC, founded in 1990, is a micro nonprofit in the Environment sector that reported $70K in total revenue in fiscal year 2025. The organization ran a surplus of $44K, a strong 64% operating margin.

Mission

TO PRESERVE AND PROTECT THE PROPERTY THAT CONTAINS THE BIRTHPLACE OF MAJOR GENERAL JAMES EWELL BROWN STUART. TO INTERPRET THE STUART FAMILY OCCUPANCY OF THE PROPERTY.

Program Service Accomplishments

Program 1

Expenses: $25,403 Revenue: $0

THE ORGANIZATIONS ACTIVITIES ARE ALL DESIGNED TO FURTHER THE MISSION OF THE ENTITY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $44,732

Program Service Revenue $0

Investment Income $20,575

Other Revenue $4,478

TOTAL REVENUE $69,785

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,403

Other Expenses $25,403

TOTAL EXPENSES $25,403

Year-over-Year Comparison

	2025	2024	Change
Revenue	$69,785	N/A	N/A
Expenses	$25,403	N/A	N/A
Net Income	$44,382	N/A	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RONNIE HAYNES	PRESIDENT	5.00	Officer	$0	$0	$0
DAVID LUSK	VICE PRESIDENT	5.00	Officer	$0	$0	$0
MARY DELLENBACK	SECRETARY	1.00	Officer	$0	$0	$0
BRIAN JESSUP	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
2025	$69,785	$25,403	$527,614	$44,382

JEB STUART BIRTHPLACE PRESERVATION TRUST INC