JACKSONVILLE HISTORIC NAVAL SHIP ASSOCIATION INC (EIN 061834542) - 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

2008

Legal Domicile

Principal Officer

STANLEY F HALTER

Phone

9042145014

Tax Period

2023-01-01 to 2023-12-31

JACKSONVILLE HISTORIC NAVAL SHIP ASSOCIATION INC, founded in 2008, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.4M in total revenue in fiscal year 2023. The organization ran a surplus of $286K, a strong 21% operating margin.

Mission

TO OPERATE THE JACKSONVILLE NAVAL MUSEUM TO PRESERVE THE USS ORLECK TO EDUCATE THE PUBLIC AND TO HONOR THOSE WHO SERVED

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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 $1,007,800

Program Service Revenue $314,805

Investment Income $2,164

Other Revenue $65,231

TOTAL REVENUE $1,390,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $180,997

Fundraising Expenses $27,662

Program Expenses $1,000,308

Other Expenses $905,324

TOTAL EXPENSES $1,103,750

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,390,000	$1,358,765	+0.0%
Expenses	$1,103,750	$603,159	+0.8%
Net Income	$286,250	$755,606	-0.6%

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
DANIEL BEAN	PRESIDENT	16.00	Officer Director	$0	$0	$0
STANLEY HALTER	TREASURER	20.00	Officer Director	$0	$0	$0
MARINUS STORM	SECRETARY	5.000	Officer Director	$0	$0	$0
JOHN O'NEIL	BOARD MEMBER	1.000	Director	$0	$0	$0
HENRY MORELAND	BOARD MEMBER	0.500	Director	$0	$0	$0
GILBERT WRIGHT	BOARD MEMBER	0.500	Director	$0	$0	$0
BRUCE FOURAKER	BOARD MEMBER	0.500	Director	$0	$0	$0
PAT GEER	BOARD MEMBER	8.000	Director	$0	$0	$0
CHARLIE DAVIS	BOARD MEMBER	35.00	Director	$0	$0	$0
GREG ALLEN	VICE PRESIDENT	35.00	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
2024	No data	No data	No data	No data
2023	$1,390,000	$1,103,750	$3,706,102	$286,250
2022	$1,523,765	$603,159	$3,671,792	$920,606
2021	$226,363	$61,025	$672,968	$165,338
2020	$32,117	$83,100	$247,627	$-50,983
2019	$36,201	$59,872	$483,656	$-23,671
2018	$52,807	$71,892	$1,122,764	$-19,085

JACKSONVILLE HISTORIC NAVAL SHIP ASSOCIATION INC