Montpelier Descendants Committee (EIN 863558157) - 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

2021

Legal Domicile

Principal Officer

Lawrence Walker Sr

Phone

5405133113

Tax Period

2023-01-01 to 2023-12-31

Montpelier Descendants Committee, founded in 2021, is a small nonprofit in the Arts, Culture & Humanities sector that reported $230K in total revenue in fiscal year 2023. The organization ran a surplus of $219K, a strong 95% operating margin.

Mission

Honoring the heritage of our ancestors, who were enslaved at several historic plantations in Central Virginia, including but not l imited to James Madison's Montpelier. We seek to educate our community and the general public about the contributions of our ancestors to the founding of the country through a series of public programs, events, research and communications.

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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 $230,018

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $230,018

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,588

Program Expenses $272

Other Expenses $11,411

TOTAL EXPENSES $11,411

Year-over-Year Comparison

	2023	2022	Change
Revenue	$230,018	N/A	N/A
Expenses	$11,411	N/A	N/A
Net Income	$218,607	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
Henry Anglin	Director	2.00	Director	$0	$0	$0
Patricia J McDaniel	Director	2.00	Director	$0	$0	$0
Iris Carter Ford	Director	2.00	Director	$0	$0	$0
Michael Carter Jr	Director	2.00	Director	$0	$0	$0
Lawrence Walker Sr	President	2.00	Officer	$0	$0	$0
Pandora Johnson	Secretary	2.00	Officer	$0	$0	$0
Rashida Kirton	Treasurer	2.00	Officer	$0	$0	$0
Barbara White	Vice President	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
2023	$230,018	$11,411	$318,552	$218,607

Montpelier Descendants Committee