Order of First Families of Virginia 1607-16245 (EIN 616054072) - Form 990 Financial Analysis & Trantor Score

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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

1913

Legal Domicile

Principal Officer

Gordon Jacobs

Phone

7043050231

Tax Period

2025-01-01 to 2025-12-31

Order of First Families of Virginia 1607-16245, founded in 1913, is a micro nonprofit that reported $80K in total revenue in fiscal year 2025. Revenue fell 42% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $42K, a strong 52% operating margin.

Mission

Support research into history of early VA families.

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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 $42,124

Program Service Revenue $0

Investment Income $23,881

Other Revenue $14,296

TOTAL REVENUE $80,301

Expense Breakdown

Grants Paid $10,237

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,237

Other Expenses $28,284

TOTAL EXPENSES $38,521

Year-over-Year Comparison

	2025	2024	Change
Revenue	$80,301	$138,746	-0.4%
Expenses	$38,521	$35,067	+0.1%
Net Income	$41,780	$103,679	-0.6%

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

N/A

Independent Members

N/A

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
Mrs Clay Daum	1100 W Leigh Dr, Charlotteville, VA	2.00	Officer	$0	$0	$0
Mrs Ronald Duchin	7736 Bridle Path Ln, McLean, VA	2.00	Officer	$0	$0	$0
Dr Stephen Scoper	202 44th St, Virginia Beach, VA	2.00	Officer	$0	$0	$0
Mrs Steven Holland	316 S Farifax St, Alexandria, VA	2.00	Officer	$0	$0	$0
Ms Janita Augustus	6714 Pebble Beach, Houston, TX	2.00	Officer	$0	$0	$0
Mrs George Jacobs	430 Channing Cir, Concord, NC	2.00	Officer	$0	$0	$0
Mrs Robert Scarborough	1112 Park Ave, #5C, New York, NY	2.00	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	$80,301	$38,521	$542,373	$41,780

Order of First Families of Virginia 1607-16245