JEFFERSON COUNTY HISTORICAL SOCIETY (EIN 371041417) - 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

1969

Legal Domicile

Principal Officer

LORETTA DUNAVAN

Phone

6182460033

Tax Period

2025-01-01 to 2025-12-31

Jefferson County Historical Society, founded in 1969, is a micro nonprofit that reported $46K in total revenue in fiscal year 2020. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $75K exceeded revenue, resulting in a 62% operating deficit.

Mission

OUR MISSION IS TO EDUCATE AND STIMULATE INTEREST IN HISTORY IN GENERAL AND IN THE HISTORY OF JEFFERSON COUNTY, ILLINOIS, IN PARTICULAR. SEE SCHEDULE O.

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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 $48,748

Program Service Revenue $0

Investment Income $0

Other Revenue $22,770

TOTAL REVENUE $71,518

Expense Breakdown

Grants Paid $0

Salaries & Benefits $41,865

Fundraising Expenses $10,843

Program Expenses $6,295

Other Expenses $67,856

TOTAL EXPENSES $109,721

Year-over-Year Comparison

	2025	2024	Change
Revenue	$71,518	$69,801	+0.0%
Expenses	$109,721	$116,911	-0.1%
Net Income	$-38,203	$-47,110	-0.2%

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

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
JOE ASHBROOK	DIRECTOR	1.00	Director	$0	$0	$0
LUCY BAKER	DIRECTOR	12.00	Director	$0	$0	$0
BRIAN BURWELL	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN DRAKE	DIRECTOR	2.00	Director	$0	$0	$0
LORETTA DUNAVAN	TREASURER	4.00	Officer Director	$0	$0	$0
LINDA DUNCAN	SECRETARY	20.00	Officer Director	$0	$0	$0
SHARON FRANCOIS	VICE-PRESIDE	1.00	Officer Director	$0	$0	$0
DON LEWIS	DIRECTOR	12.00	Director	$0	$0	$0
CANDY LUZAR	PRESIDENT	20.00	Officer Director	$0	$0	$0
SID MILLINER	DIRECTOR	1.00	Director	$0	$0	$0
TOM NEWTON	DIRECTOR	3.00	Director	$0	$0	$0
BOB PEMBERTON	DIRECTOR	3.00	Director	$0	$0	$0
CAROL RITCHEY	DIRECTOR	3.00	Director	$0	$0	$0
NANCY SODDERS	DIRECTOR	2.00	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	$71,518	$109,721	$535,122	$-38,203
2024	No data	No data	No data	No data
2023	$98,553	$100,190	$544,455	$-1,637
2022	$69,426	$107,210	$521,958	$-37,784
2021	$66,423	$86,473	$579,749	$-20,050
2020	$45,973	$74,684	$571,008	$-28,711

JEFFERSON COUNTY HISTORICAL SOCIETY