BELMEAD ON THE JAMES INC (EIN 813284543) - 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

2016

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

BELMEAD ON THE JAMES INC, founded in 2016, is a small nonprofit in the Arts, Culture & Humanities sector that reported $154K in total revenue in fiscal year 2021. The organization ran a surplus of $80K, a strong 52% operating margin.

Mission

TO PRESERVE THE PROPERTY FOR THE BENEFIT OF PRESENT AND FUTURE GENERATIONS OF VIRGINIANS AND AMERICANS, AND TO PRESERVE THE HISTORICAL, SPIRITUAL, ECOLOGICAL, AND EDUCATIONAL LEGACY ASSOCIATED WITH THE PROPERTY AS RECEIVED FROM SAINT KATHARINE DREXEL.

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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 (2023)

Revenue Breakdown

Contributions & Grants $418,562

Program Service Revenue $0

Investment Income $0

Other Revenue $3,500

TOTAL REVENUE $422,062

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $79,892

Other Expenses $79,892

TOTAL EXPENSES $79,892

Year-over-Year Comparison

	2023	2022	Change
Revenue	$422,062	N/A	N/A
Expenses	$79,892	N/A	N/A
Net Income	$342,170	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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNA GOULD	DIRECTOR	1.00	Director	$0	$0	$0
GERI VENABLE	DIRECTOR	5.00	Director	$0	$0	$0
ERIKA FLOYD	DIRECTOR	1.00	Director	$0	$0	$0
SHERMAN ETHRIDGE	DIRECTOR	1.00	Director	$0	$0	$0
RODNEY JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA GUNN	SECRETARY	1.00	Officer Director	$0	$0	$0
JOE ELTON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DEMETRIUS VENABLE	PRESIDENT	20.00	Officer Director	$0	$0	$0
RYAN HEATHCOCK	TREASURER	1.00	Officer Director	$0	$0	$0
MAUREEN CARROLL	EXECUTIVE DIRECTOR	30.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$422,062	$79,892	$553,331	$342,170
2022	$63,768	$79,970	$477,759	$-16,202
2021	$154,172	$74,027	$509,488	$80,145
2021	$154,172	$74,027	$509,488	$80,145
2021	$154,172	$74,027	$509,488	$80,145

BELMEAD ON THE JAMES INC