THE SHOCKOE FOUNDATION (EIN 923220399) - 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

2023

Legal Domicile

Principal Officer

MARLAND BUCKNER

Phone

2025497163

Tax Period

2024-01-01 to 2024-12-31

THE SHOCKOE FOUNDATION, founded in 2023, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.1M in total revenue in fiscal year 2024. The organization ran a surplus of $2.4M, a strong 76% operating margin.

Mission

THE SHOCKOE INSTITUTE IS A NATIONAL ORGANIZATION HEADQUARTERED IN RICHMOND, VIRGINIA DEDICATED TO REVEALING THE ENDURING IMPACT OF RACIAL SLAVERY ON OUR SHARED AMERICAN EXPERIENCE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,933,935

Program Service Revenue $0

Investment Income $184,525

Other Revenue $0

TOTAL REVENUE $3,118,460

Expense Breakdown

Grants Paid $0

Salaries & Benefits $469,184

Fundraising Expenses $90,000

Program Expenses $172,649

Other Expenses $287,149

TOTAL EXPENSES $756,333

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,118,460	$3,002,384	+0.0%
Expenses	$756,333	$3,500	+215.1%
Net Income	$2,362,127	$2,998,884	-0.2%

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

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

$200,000

Total Directors

$200,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUSTIN GRAY	CHAIR	0.00	Officer Director	$0	$0	$0
JOHN KEITT	VICE CHAIR AND TREASURER	0.00	Officer Director	$0	$0	$0
MARLAND BUCKNER	PRESIDENT, CEO AND SECRETARY	40.00	Officer Director	$200,000	$0	$200,000
DR LAURENT DUBOIS	DIRECTOR	0.00	Director	$0	$0	$0
LEVAR STONEY	EX-OFFICIO DIRECTOR	0.00	Director	$0	$0	$0
J LINCOLN SAUNDERS	EX-OFFICIO DIRECTOR	0.00	Director	$0	$0	$0
DR CYNTHIA NEWBILLE	EX-OFFICIO DIRECTOR	0.00	Director	$0	$0	$0
TODD WALDO	VICE PRESIDENT	40.00	Highest	$150,000	$0	$150,000
ERIN BECK	DIRECTOR OF BUSINESS OPERATIONS	40.00	Highest	$140,000	$0	$140,000

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	$3,118,460	$756,333	$5,369,832	$2,362,127

THE SHOCKOE FOUNDATION