ELIAS J JACOBY HISTORICAL FOUNDATI… - Form 990 Financial Data

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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

1984

Legal Domicile

Principal Officer

SCOTT A SCHUSTER

Phone

3172916597

Tax Period

2021-01-01 to 2021-12-31

ELIAS J JACOBY HISTORICAL FOUNDATION INC, founded in 1984, is a small nonprofit in the Arts, Culture & Humanities sector that reported $663K in total revenue in fiscal year 2021. Revenue surged 145% from the prior year, signaling strong growth momentum. Expenses of $879K exceeded revenue, resulting in a 33% operating deficit.

Mission

THE PRIMARY EXEMPT PURPOSE IS FOR THE RESTORATION OF THE MURAT SHRINE TEMPLE.

Program Service Accomplishments

Program 1

Expenses: $875,950

FUNDRAISING FOR THE MURAT TEMPLE HISTORICAL BUILDING AND THE SURROUNDING SITE ON MASSACHUSETTS AVENUE.

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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 (2021)

Revenue Breakdown

Contributions & Grants $663,229

Program Service Revenue $0

Investment Income $5

Other Revenue $0

TOTAL REVENUE $663,234

Expense Breakdown

Grants Paid $875,950

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $875,950

Other Expenses $3,406

TOTAL EXPENSES $879,356

Year-over-Year Comparison

	2021	2020	Change
Revenue	$663,234	$270,244	+1.5%
Expenses	$879,356	$12,506	+69.3%
Net Income	$-216,122	$257,738	-1.8%

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

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
ALEX ROGERS	PRESIDENT	2.00	Officer Director	$0	$0	$0
SCOTT SCHUSTER	TREASURER	2.00	Officer Director	$0	$0	$0
WILLIAM RASNER	SECRETARY	2.00	Officer Director	$0	$0	$0
CHUCK SHULL	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
ED WOLFE	BOARD MEMBER	1.00	Director	$0	$0	$0
LARRY JEFFERSON	BOARD MEMBER	1.00	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
2021	$663,234	$879,356	$172,625	$-216,122
2020	$270,244	$12,506	$385,695	$257,738

ELIAS J JACOBY HISTORICAL FOUNDATION INC