JACKSON HISTORICAL SOCIETY (EIN 020335083) - Form 990 Financial Analysis & Trantor Score

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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

1977

Legal Domicile

Principal Officer

LESLIE SCHOMAKER

Phone

6033834060

Tax Period

2024-04-01 to 2025-03-31

JACKSON HISTORICAL SOCIETY, founded in 1977, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 1146% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 93% operating margin.

Mission

TO COLLECT, DISSEMINATE AND PROTECT ITEMS PERTAINING TO THE HISTORY OF JACKSON NH FOR PRESERVATION AND PROTECTION PURPOSES. TO PROMOTE AWARENESS AND EDUCATE THE GENERAL PUBLIC OF THE 19TH CENTURY PAINTING OF THE WHITE MOUNTAIN SCHOOL OF ART AND OPERATE THE MUSEUM OF WHITE MOUNTAIN ART.

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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 $1,150,977

Program Service Revenue $6,330

Investment Income $54,463

Other Revenue $7,265

TOTAL REVENUE $1,219,035

Expense Breakdown

Grants Paid $32,392

Salaries & Benefits $6,057

Fundraising Expenses $0

Program Expenses $75,744

Other Expenses $41,613

TOTAL EXPENSES $80,062

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,219,035	$97,834	+11.5%
Expenses	$80,062	$19,619	+3.1%
Net Income	$1,138,973	$78,215	+13.6%

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

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
HUNTLEY ALLEN	DIRECTOR	2.00	Director	$0	$0	$0
WENDY MCVERY	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA MILLER	SECRETARY	2.00	Officer Director	$0	$0	$0
DAVE MORAN	DIRECTOR	1.00	Director	$0	$0	$0
ALICE PEPPER	DIRECTOR	1.00	Director	$0	$0	$0
ANNE PILLION	DIRECTOR	4.00	Director	$0	$0	$0
LESLIE SCHOMAKER	TREASURER	25.00	Officer Director	$0	$0	$0
STEPHEN WEEDER	VICE PRESIDENT	15.00	Officer Director	$0	$0	$0
DAWSON WINCH	DIRECTOR	1.00	Director	$0	$0	$0
DAN NOREN	DIRECTOR	2.00	Officer Director	$0	$0	$0
JACKIE CONNORS	DIRECTOR	6.00	Director	$0	$0	$0
ANNE FROST	DIRECTOR	3.00	Director	$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	$1,219,035	$80,062	$2,202,855	$1,138,973
2024	$97,834	$19,619	$1,069,907	$78,215
2023	$36,452	$16,219	$932,393	$20,233
2022	$176,625	$127,272	$912,160	$49,353
2021	$256,411	$106,752	$862,807	$149,659

JACKSON HISTORICAL SOCIETY