JASPER COUNTY HISTORICAL SOCIETY OF IOWA (EIN 237344688) - 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

Phone

6417929118

Tax Period

2025-01-01 to 2025-12-31

JASPER COUNTY HISTORICAL SOCIETY OF IOWA, founded in 1973, is a small nonprofit that reported $150K in total revenue in fiscal year 2025. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $41K, a strong 27% operating margin.

Mission

OWNS AND OPERATES THE JASPER COUNTY HISTORICAL MUSEUM WHICH COLLECTS, PRESERVES AND EXHIBITS ARTIFACTS

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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 $125,585

Program Service Revenue $1,621

Investment Income $20,270

Other Revenue $2,767

TOTAL REVENUE $150,243

Expense Breakdown

Grants Paid $0

Salaries & Benefits $23,707

Fundraising Expenses $3,227

Program Expenses $106,426

Other Expenses $85,946

TOTAL EXPENSES $109,653

Year-over-Year Comparison

	2025	2024	Change
Revenue	$150,243	$239,189	-0.4%
Expenses	$109,653	$93,571	+0.2%
Net Income	$40,590	$145,618	-0.7%

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

N/A

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

$17,748

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNN WHELAN	DIRECTOR	20.00	Key Emp	$17,748	$0	$17,748
BARBARA CARROLL	TREASURER	6.00	Officer	$0	$0	$0
DIANE DAFFLITTO	SECRETARY	15.00	Officer	$0	$0	$0
JOYCE FINCH	PRESIDENT	10.00	Officer	$0	$0	$0
DENNIS HAMMER	VICE PRESIDENT	3.00	Officer	$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	$150,243	$109,653	$784,216	$40,590
2024	No data	No data	No data	No data
2023	$150,004	$67,530	$636,242	$82,474
2022	$152,532	$81,340	$539,243	$71,192
2021	$224,577	$108,123	$478,151	$116,454
2019	$43,507	$116,200	$367,396	$-72,693
2018	$78,091	$115,401	$550,690	$-37,310

JASPER COUNTY HISTORICAL SOCIETY OF IOWA