JACOBSBURG HISTORICAL SOCIETY (EIN 237211345) - 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

1973

Legal Domicile

Principal Officer

ALBERT J PICCOTTI

Phone

6107599029

Tax Period

2024-01-01 to 2024-12-31

JACOBSBURG HISTORICAL SOCIETY, founded in 1973, is a small nonprofit in the Arts, Culture & Humanities sector that reported $121K in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $30K, a strong 25% operating margin.

Mission

THE DISCOVERY, COLLECTION, PRESERVATION, RESTORATION, AND PRESENTATION OF THE HISTORY, HISTORICAL ARTIFACTS, BUILDINGS, DOCUMENTS, GROUNDS, AND ALL MATERIAL WHICH WILL ILLUSTRATE AND DEMONSTRATE THE HISTORY AND CULTURE OF JACOBSBURG, THE HENRY GUN FACTORY SITE, HENRY'S WOODS AND RELATED AREAS, AND THE LIFE AND TIMES OF THE MANY GENERATIONS OF THE HENRY FAMILY.

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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 $59,380

Program Service Revenue $19,316

Investment Income $15

Other Revenue $42,591

TOTAL REVENUE $121,302

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $20

Program Expenses $61,403

Other Expenses $91,417

TOTAL EXPENSES $91,417

Year-over-Year Comparison

	2024	2023	Change
Revenue	$121,302	$82,902	+0.5%
Expenses	$91,417	$88,801	+0.0%
Net Income	$29,885	$-5,899	-6.1%

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
GARY ASTEAK	DIRECTOR	N/A	Director	$0	$0	$0
SUSAN BERGEN	DIRECTOR	N/A	Director	$0	$0	$0
DAVE BOND	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
JOSEPH DIGERLANDO	DIRECTOR	N/A	Director	$0	$0	$0
ROBERTA DIGERLANDO	DIRECTOR	N/A	Director	$0	$0	$0
MARSHA HAHN	DIRECTOR	N/A	Director	$0	$0	$0
RICH JENKINS	DIRECTOR	N/A	Director	$0	$0	$0
KAITLYN KRESGE	DIRECTOR	N/A	Director	$0	$0	$0
PAUL LOPRESTI	DIRECTOR	N/A	Director	$0	$0	$0
JANET MISHKIN	DIRECTOR	N/A	Director	$0	$0	$0
ALBERT J PICCOTTI	PRESIDENT	N/A	Officer Director	$0	$0	$0
VICKI PICCOTTI	BOARD SECRET	N/A	Officer Director	$0	$0	$0
STANLEY SMITH	TREASURER	N/A	Officer Director	$0	$0	$0
PAUL SPLIT	DIRECTOR	N/A	Director	$0	$0	$0
JAMES WAGNER	DIRECTOR	N/A	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	$121,302	$91,417	$2,562,206	$29,885
2023	$82,902	$88,801	$2,457,267	$-5,899
2022	$135,671	$164,305	$2,395,951	$-28,634
2021	$74,176	$65,207	$2,523,614	$8,969
2020	$140,598	$58,515	$2,456,100	$82,083
2019	$58,268	$70,479	$2,325,195	$-12,211
2018	$80,616	$98,791	$2,256,156	$-18,175

JACOBSBURG HISTORICAL SOCIETY