STONE RIDGE FOUNDATION NATIONAL CENTER FOR HEALTHY VETERANS

EIN: 842852661 501(c)(3) Public & Societal Benefit

ALTAVISTA, VA

Total Revenue
$4,288,079
Total Expenses
$2,206,446
Total Assets
$6,370,794
Net Assets
$4,510,126
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
2018
Legal Domicile
VA
Principal Officer
ROBERT DEES
Phone
8883174677
Tax Period
2024-01-01 to 2024-12-31

STONE RIDGE FOUNDATION, founded in 2018, is a small nonprofit in the Public & Societal Benefit sector that reported $267K in total revenue in fiscal year 2020. Revenue surged 177% from the prior year, signaling strong growth momentum. The organization ran a surplus of $76K, a strong 29% operating margin.

Mission

TO DELIVER BEST POSSIBLE RESOURCES TO VETERANS, MILITARY, FIRST RESPONDERS AND THEIR FAMILIES PROVIDING COMPREHENSIVE PROGRAMS THAT LEVERAGE PRIVATE SECTOR RESOURCES, EXPERTISE AND PROVEN FAITH BASED PROGRAMS.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,635,898
Program Service Revenue $120,479
Investment Income $1,072
Other Revenue $530,630
TOTAL REVENUE $4,288,079

Expense Breakdown

Grants Paid $0
Salaries & Benefits $769,268
Fundraising Expenses $128,552
Program Expenses $1,879,281
Other Expenses $1,437,178
TOTAL EXPENSES $2,206,446

Year-over-Year Comparison

2024 2023 Change
Revenue $4,288,079 $2,378,227 +0.8%
Expenses $2,206,446 $1,704,832 +0.3%
Net Income $2,081,633 $673,395 +2.1%
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

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Governance

Voting Members
8
Independent Members
8
Employees
26
Volunteers
677

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
5
$53,596
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT DEES PRESIDENT & CEO 40.00
Officer Director
$0 $0 $0
CLIFTON BRIGHAM TREASURER 1.00
Officer Director
$0 $0 $0
BARBARA HAYLEY SECRETARY 1.00
Officer Director
$0 $0 $0
JEFFREY HORNE DIRECTOR 1.00
Director
$0 $0 $0
MIKE BRAHAM DIRECTOR 1.00
Director
$0 $0 $0
DR ERIC SCALISE DIRECTOR 1.00
Director
$0 $0 $0
CHRISTOPHER BOURNE DIRECTOR 1.00
Director
$0 $0 $0
MATTHEW METZEL DIRECTOR 1.00
Director
$0 $0 $0
JOSEPH BASEL DIRECTOR 1.00
Director
$0 $0 $0
BRENDA SWARTZ COO UNTIL MARCH 2024 40.00
Officer
$12,000 $0 $12,000
JANINE CAMPBELL DIRECTOR OF FINANCE & CHIEF OF STAFF 40.00
Officer
$41,596 $0 $41,596
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
2024 $4,288,079 $2,206,446 $6,370,794 $2,081,633
2023 $2,378,227 $1,704,832 $4,389,573 $673,395
2022 $1,765,058 $1,344,258 $3,734,228 $420,800
2021 $1,928,566 $694,910 $3,481,920 $1,233,656
2020 $267,103 $190,624 $1,645,958 $76,479
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