FENTON HISTORICAL SOCIETY OF JAMESTOWN NEW YORK (EIN 166093016) - 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

1963

Legal Domicile

Phone

7166646256

Tax Period

2025-01-01 to 2025-12-31

FENTON HISTORICAL SOCIETY OF JAMESTOWN NEW YORK, founded in 1963, is a small nonprofit that reported $327K in total revenue in fiscal year 2025. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $280K left a modest 14% surplus.

Mission

THE COLLECTION, PRESERVATION AND INTERPRETATION OF MATERIALS PERTAINING TO THE SOCIAL, ECONOMIC AND CULTURAL DEVELOPMENT OF JAMESTOWN, NY AND NEARBY GEOGRAPHICAL AREAS FROM SETTLEMENT TO RECENT TIMES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $252,267

Program Service Revenue $15,396

Investment Income $0

Other Revenue $59,472

TOTAL REVENUE $327,135

Expense Breakdown

Grants Paid $0

Salaries & Benefits $136,412

Fundraising Expenses $20,085

Program Expenses $178,165

Other Expenses $143,484

TOTAL EXPENSES $279,896

Year-over-Year Comparison

	2025	2024	Change
Revenue	$327,135	$290,989	+0.1%
Expenses	$279,896	$245,392	+0.1%
Net Income	$47,239	$45,597	+0.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONI BLACKMAN	EXECUTIVE DIRECTOR	40.00		$48,625	$0	$48,625
JANET WAHLBERG	Vice President	1.00	Officer Director	$0	$0	$0
THOMAS GOODWILL	President	1.00	Officer Director	$0	$0	$0
MARIE CARRUBBA	TRUSTEE	0.00	Director	$0	$0	$0
SHARON MATSON	TREASURER	1.00	Officer Director	$0	$0	$0
PAUL BENTLEY	Secretary	1.00	Officer Director	$0	$0	$0
KAYCEE COLBURN	TRUSTEE	1.00	Director	$0	$0	$0
HANNAH JAROSZYNSKI	TRUSTEE	1.00	Director	$0	$0	$0
JAMES JAROSZYNSKI	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD LUNDQUIST	TRUSTEE	1.00	Director	$0	$0	$0
DAVID PAINTER	TRUSTEE	1.00	Director	$0	$0	$0
SAMUEL PAPASERGE	Trustee	0.00	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	$327,135	$279,896	$409,678	$47,239
2025	$327,135	$279,896	$409,678	$47,239
2024	$290,989	$245,392	$359,746	$45,597
2024	$291,628	$245,392	$359,746	$46,236
2023	$282,835	$273,773	$312,593	$9,062
2022	$216,597	$199,375	$308,452	$17,222
2022	$216,597	$193,607	$175,759	$22,990
2021	$195,837	$200,954	$568,773	$-5,117
2020	$191,306	$180,470	$604,937	$10,836
2019	$177,005	$230,290	$573,628	$-53,285
2018	$203,133	$231,820	$624,329	$-28,687

FENTON HISTORICAL SOCIETY OF JAMESTOWN NEW YORK