JACKSON COUNTY HISTORICAL SOCIETY

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

John Willey

Phone

5636525020

Tax Period

2023-07-01 to 2024-06-30

JACKSON COUNTY HISTORICAL SOCIETY, founded in 1966, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $84K in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $103K exceeded revenue, resulting in a 22% operating deficit.

Mission

Identify, record and preserve artifacts representing Jackson county history. Promote an interest in and education of residents and visitors concerning county history through collection and display of artifacts and historical information including genealogical material. Hold weekly educational lectures on topics of local interest.

Program Service Accomplishments

Program 1

Expenses: $59,394 Revenue: $46,547

Organization acquires and preserves Jackson County Iowa historical artifacts and information and preserves and displays them for the public to see at two museum locations in Maquoketa, Iowa. Cost of staffing and maintaining facilities is our single largest expense. Operate two gift shops at these sites.

Program 2

Expenses: $5,275 Revenue: $1,018

Educational presentations and program services at museum facilities. Included are display expenses and admissions revenue.

Program 3

Expenses: $1,711 Revenue: $0

Preserve and promote historic Hurst Limestone Kilns near Maquoketa where public can view the only remaining group of Kilns in the county. Self guided tour facility with education placards detailing the once booming enterprise of a century ago. JCHS also supports other historical preservation efforts in surrounding communities such as Bellevue, Andrew, Canton that highlight or preserve important structures or programs for those specific areas.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $80,317

Program Service Revenue $4,180

Investment Income $0

Other Revenue $0

TOTAL REVENUE $84,497

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,283

Fundraising Expenses $2,921

Program Expenses $69,681

Other Expenses $55,183

TOTAL EXPENSES $103,466

Year-over-Year Comparison

	2023	2022	Change
Revenue	$84,497	$117,756	-0.3%
Expenses	$103,466	$159,825	-0.4%
Net Income	$-18,969	$-42,069	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

120

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

$25,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bonnie Mitchell	Curator	35	Key Emp Highest	$25,000	$0	$25,000
John Hoff	Director	5.00	Director	$0	$0	$0
Dick Kunau	Director	54.00	Director	$0	$0	$0
John Pawlowski	Director	5.00	Director	$0	$0	$0
Deb Holm	Director	5.00	Director	$0	$0	$0
Nancy Johnson	Director	5	Director	$0	$0	$0
Mary Creegan	Director	5	Director	$0	$0	$0
John Willey	President	7	Officer	$0	$0	$0
Sarah Jones	Secretary	7	Officer	$0	$0	$0
Kevin Brown	Treasurer	7	Officer	$0	$0	$0
Bill Schwanker	Vice President	7	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	No data	No data	No data	No data
2024	$84,497	$103,466	$1,977,637	$-18,969
2023	$117,756	$159,825	$1,996,590	$-42,069
2022	$172,776	$137,389	$2,038,190	$35,387
2021	$151,613	$124,189	$2,002,803	$27,424
2020	$145,456	$88,674	$1,955,377	$56,782
2019	$82,053	$91,066	$1,893,423	$-9,013