Jones River Village Historical Society (EIN 042311887) - 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

1909

Legal Domicile

Principal Officer

Gail DeGrenier

Phone

7815858850

Tax Period

2023-01-01 to 2023-12-31

Jones River Village Historical Society, founded in 1909, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $53K in total revenue in fiscal year 2023. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $42K, a strong 79% operating margin.

Mission

Preservation and History of a Historical Building and Land

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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 (2023)

Revenue Breakdown

Contributions & Grants $46,712

Program Service Revenue $0

Investment Income $6,000

Other Revenue $0

TOTAL REVENUE $52,712

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $10,881

TOTAL EXPENSES $10,912

Year-over-Year Comparison

	2023	2022	Change
Revenue	$52,712	$33,344	+0.6%
Expenses	$10,912	$13,798	-0.2%
Net Income	$41,800	$19,546	+1.1%

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

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
John Berry	Director	001.00	Director	$0	$0	$0
David Pepe	Director	001.00	Director	$0	$0	$0
Jean Landis Nauman	Vice President	001.00	Officer Director	$0	$0	$0
Gail Degrenier	Treasurer	001.00	Officer Director	$0	$0	$0
Carol Anderson	President	001.00	Officer Director	$0	$0	$0
Gayle Manning	Clerk	001.00	Officer 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
2023	$52,712	$10,912	$458,807	$41,800
2020	$22,998	$31,717	$408,960	$-8,719
2019	$26,198	$22,765	$417,679	$3,433

Jones River Village Historical Society