BEAUVOIR THE JEFFERSON DAVIS HOME … - 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

1902

Legal Domicile

Principal Officer

JASON SMITH

Phone

2283884400

Tax Period

2024-05-01 to 2025-04-30

BEAUVOIR THE JEFFERSON DAVIS HOME AND PRESIDENTIAL LIBRARY, founded in 1902, is a small nonprofit that reported $776K in total revenue in fiscal year 2024. Expenses of $1.1M exceeded revenue, resulting in a 47% operating deficit.

Mission

BEAUVOIR, THE JEFFERSON DAVIS HOME AND PRESIDENTIAL LIBRARY IS A NOT FOR PROFIT EDUCATIONAL INSTITUTION ESTABLISHED AS A MEMORIAL TO JEFFERSON DAVIS,THE ONLY PRESIDENT OF THE CONFEDERATE STATE OF AMERICA AND TO THE CONFEDERATE SOLDIER. BEAUVOIR PROVIDES HISTORICAL ARTIFACTS, COLLECTIONS, AND BUILDINGS THAT HAVE BEEN PRESERVED IN THE LAST HOME OF JEFFERSON DAVIS

Program Service Accomplishments

Program 1

Expenses: $910,581 Revenue: $378,538

BEAUVOIR OFFERS EDUCATIONAL AND HISTORICAL ARTIFACTS, BUILDINGS, AND COLLECTIONS THAT HAVE BEEN PRESERVED IN THE LAST HOME OF JEFFERSON DAVIS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $332,195

Program Service Revenue $289,349

Investment Income $64,152

Other Revenue $89,874

TOTAL REVENUE $775,570

Expense Breakdown

Grants Paid $0

Salaries & Benefits $192,351

Fundraising Expenses $13,897

Program Expenses $910,581

Other Expenses $951,614

TOTAL EXPENSES $1,143,965

Year-over-Year Comparison

	2024	2023	Change
Revenue	$775,570	$795,799	0.0%
Expenses	$1,143,965	$1,052,075	+0.1%
Net Income	$-368,395	$-256,276	+0.4%

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

$38,100

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON SMITH	EXECUTIVE DIRECTOR	40.00	Director	$38,100	$0	$38,100
RICHARD V FORTE SR	CHAIRMAN	0.00	Officer	$0	$0	$0
JEFF AINSWORTH	BOARD MEMBER	0.00	Officer	$0	$0	$0
DR CHRIS CUMMINS	BOARD MEMBER	0.00	Officer	$0	$0	$0
TERRY ARTHUR	VICE PRESIDENT	0.00	Officer	$0	$0	$0
FORREST DAWS	SECRETARY	0.00	Officer	$0	$0	$0
DARYL LADNER	BOARD MEMBER	0.00	Officer	$0	$0	$0
DAVID SPENCE	BOARD MEMBER	0.00	Officer	$0	$0	$0
DAVID MCELREATH	BOARD MEMBER	0.00	Officer	$0	$0	$0
HARRISON DAWS	BOARD MEMBER	0.00	Officer	$0	$0	$0
DR KARL SMITH	TREASURER	0.00	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	$775,570	$1,143,965	$21,027,339	$-368,395
2024	$821,595	$1,050,223	$21,237,561	$-228,628
2024	$795,799	$1,052,075	$21,328,405	$-256,276
2023	No data	No data	No data	No data
2023	$432,971	$994,816	$21,224,650	$-561,845
2022	$717,992	$1,260,451	$21,806,861	$-542,459
2021	$565,309	$1,056,152	$22,479,746	$-490,843
2020	$771,577	$1,216,036	$22,161,928	$-444,459

BEAUVOIR THE JEFFERSON DAVIS HOME AND PRESIDENTIAL LIBRARY