JAY COUNTY HISTORICAL SOCIETY INCORPORATED

EIN: 310962381 501(c)(3)

PORTLAND, IN

Total Revenue
$96,368
Total Expenses
$117,533
Total Assets
$556,138
Net Assets
$554,422
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1979
Legal Domicile
IN
Principal Officer
ROBERT VANCE
Phone
2607267168
Tax Period
2024-01-01 to 2024-12-31

JAY COUNTY HISTORICAL SOCIETY INCORPORATED, founded in 1979, is a micro nonprofit that reported $96K in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $118K exceeded revenue, resulting in a 22% operating deficit.

Mission

THE JAY COUNTY HISTORICAL SOCIETY IS A VOLUNTEER ORGANIZATION OF HISTORICALLY MINDED INDIVIDUALS WHO MAINTAIN THE JAY COUNTY HISTORICAL MUSEUM, COLLECT AND PRESERVE ARTIFACTS RELATED TO JAY COUNTY, RESEARCH AND RECORD THE HISTORY OF JAY COUNTY AND PRESERVE THAT HISTORY FOR FUTURE GENERATIONS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $81,279
Program Service Revenue $123
Investment Income $4,730
Other Revenue $10,236
TOTAL REVENUE $96,368

Expense Breakdown

Grants Paid $21,559
Salaries & Benefits $18,999
Fundraising Expenses $0
Program Expenses $117,533
Other Expenses $76,975
TOTAL EXPENSES $117,533

Year-over-Year Comparison

2024 2023 Change
Revenue $96,368 $131,920 -0.3%
Expenses $117,533 $94,837 +0.2%
Net Income $-21,165 $37,083 -1.6%
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

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Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
14
Employees
1
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
6
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CARTER LEONARD BOARD MEMBER 0.00
Director
$0 $0 $0
MIKE BUTCHER BOARD MEMBER 0.00
Director
$0 $0 $0
SYLVIA MORRICAL BOARD MEMBER 0.00
Director
$0 $0 $0
BONNIE COFFEL BOARD MEMBER 0.00
Director
$0 $0 $0
ROTCH SHOPE BOARD MEMBER 0.00
Director
$0 $0 $0
RANDY HESTON BOARD MEMBER 0.00
Director
$0 $0 $0
DEANA POWELL BOARD MEMBER 0.00
Director
$0 $0 $0
SUE SOMMERS BOARD MEMBER 0.00
Director
$0 $0 $0
NATHAN SPRINGER CO VICE PRESIDENT 0.00
Officer
$0 $0 $0
KAY LOCKER CO VICE PRESIDENT 0.00
Officer
$0 $0 $0
JANE SPENCER SECRETARY 0.00
Officer
$0 $0 $0
ROBERT VANCE TREASURER 0.00
Officer
$0 $0 $0
PHIL RAGER CO PRESIDENT 0.00
Officer
$0 $0 $0
ROB WEAVER CO PRESIDENT 0.00
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
2024 $96,368 $117,533 $556,138 $-21,165
2023 $131,920 $94,837 $576,037 $37,083
2022 $88,639 $84,277 $536,969 $4,362
2021 $110,646 $65,140 $537,415 $45,506
2020 $100,622 $76,710 $479,821 $23,912
2019 $146,150 $65,649 $477,671 $80,501
2018 $94,355 $60,401 $375,165 $33,954
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