JAMESTOWN HISTORICAL SOCIETY (EIN 056017148) - 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

1912

Legal Domicile

Principal Officer

ROSEMARY ENRIGHT

Phone

4016401800

Tax Period

2024-01-01 to 2024-12-31

JAMESTOWN HISTORICAL SOCIETY, founded in 1912, is a small nonprofit that reported $196K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $101K, a strong 51% operating margin.

Mission

TO COLLECT, PRESERVE AND SHARE THE HERITAGE OF JAMESTOWN RHODE ISLAND

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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 $138,376

Program Service Revenue $33,246

Investment Income $18,752

Other Revenue $5,903

TOTAL REVENUE $196,277

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $86,161

Other Expenses $95,512

TOTAL EXPENSES $95,512

Year-over-Year Comparison

	2024	2023	Change
Revenue	$196,277	$168,536	+0.2%
Expenses	$95,512	$128,512	-0.3%
Net Income	$100,765	$40,024	+1.5%

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
ELIZABETH BALDWIN	PRESIDENT	1.00	Officer	$0	$0	$0
SUE MADEN	VICE PRESIDE	1.00	Officer	$0	$0	$0
ROSEMARY ENRIGHT	TREASURER	1.00	Officer	$0	$0	$0
ROSS WILLIAMS	SECRETARY	1.00	Officer	$0	$0	$0
PETER FAY	DIRECTOR	1.00	Director	$0	$0	$0
BILL BURGIN	DIRECTOR	1.00	Director	$0	$0	$0
ABIGAIL CAMPBELL-KING	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE CLARKE	DIRECTOR	1.00	Director	$0	$0	$0
ALMA DAVENPORT	DIRECTOR	1.00	Director	$0	$0	$0
SANDY GOOD	DIRECTOR	1.00	Director	$0	$0	$0
LISA HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
JOYCE HOOLEY-BARTLETT	DIRECTOR	1.00	Director	$0	$0	$0
KAREN MONTOYA	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH REID	DIRECTOR	1.00	Director	$0	$0	$0
PAT SHEEHAN	DIRECTOR	1.00	Director	$0	$0	$0
CAROL CHEW	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY NOBLE	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA PERREIRA	DIRECTOR	1.00	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
2024	$196,277	$95,512	$1,871,994	$100,765
2023	$168,536	$128,512	$1,617,592	$40,024
2022	$117,402	$70,944	$1,410,358	$46,458
2021	$83,491	$49,039	$1,593,166	$34,452
2020	$61,288	$59,398	$1,355,516	$1,890
2019	$81,906	$68,797	$1,231,950	$13,109
2018	$86,984	$69,803	$1,066,368	$17,181

JAMESTOWN HISTORICAL SOCIETY