JACKSON COUNTY HISTORICAL SOCIETY (EIN 440651562) - Form 990 Financial Analysis & Trantor Score

🔒

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

1958

Legal Domicile

Principal Officer

MARK EUBANK

Phone

8162174090

Tax Period

2024-01-01 to 2024-12-31

JACKSON COUNTY HISTORICAL SOCIETY, founded in 1958, is a small nonprofit in the Arts, Culture & Humanities sector that reported $211K in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $243K exceeded revenue, resulting in a 15% operating deficit.

Mission

TO PRESERVE AND OPERATE HISTORIC SITES FOR PUBLIC TOURS AND RESEARCH. TO PRESERVE HISTORIC DOCUMENTS FOR PUBLIC INSPECTION.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $80,626

Program Service Revenue $88,998

Investment Income $38,752

Other Revenue $2,548

TOTAL REVENUE $210,924

Expense Breakdown

Grants Paid $32,455

Salaries & Benefits $78,183

Fundraising Expenses $12,807

Program Expenses $175,009

Other Expenses $131,916

TOTAL EXPENSES $242,554

Year-over-Year Comparison

	2024	2023	Change
Revenue	$210,924	$305,075	-0.3%
Expenses	$242,554	$278,845	-0.1%
Net Income	$-31,630	$26,230	-2.2%

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

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
GLORIA SMITH	PRESIDENT	N/A	Officer Director	$0	$0	$0
BRAD PACE	PRESIDENT-EL	N/A	Officer Director	$0	$0	$0
MARK EUBANK	TREASURER	N/A	Officer Director	$0	$0	$0
MELANIE MOENTMANN	ASSISTANT TR	N/A	Officer Director	$0	$0	$0
IRENE BALTRUSAITIS	VP SPECIAL E	N/A	Officer Director	$0	$0	$0
KATIE COWAN	SECRETARY	N/A	Officer Director	$0	$0	$0
DAVID ROSS	VP FUNDRAISI	N/A	Officer Director	$0	$0	$0
JAMES MCGEE	DIRECTOR	N/A	Director	$0	$0	$0
MARK CARRICK	DIRECTOR	N/A	Director	$0	$0	$0
CHRISTIE GEIER-PRATT	DIRECTOR	N/A	Director	$0	$0	$0
CHARLES FOUDREE	DIRECTOR	N/A	Director	$0	$0	$0
MATT MALLINSON	DIRECTOR	N/A	Director	$0	$0	$0
RALPH MONACO II	DIRECTOR	N/A	Director	$0	$0	$0
JASON WADE	DIRECTOR	N/A	Director	$0	$0	$0
RICK DEBUSK	DIRECTOR	N/A	Director	$0	$0	$0
AUDREY ELDER	DIRECTOR	N/A	Director	$0	$0	$0
SCOTT CAUGER	DIRECTOR	N/A	Director	$0	$0	$0
CHARLES JONES	DIRECTOR	N/A	Director	$0	$0	$0
DAVID BARKER	DIRECTOR	N/A	Director	$0	$0	$0
LARRY R SMITH II	DIRECTOR	N/A	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
2024	$210,924	$242,554	$1,506,029	$-31,630
2023	$305,075	$278,845	$1,537,659	$26,230
2022	$489,556	$292,347	$1,513,010	$197,209
2021	$277,275	$144,688	$1,421,731	$132,587
2020	$229,601	$223,875	$1,262,540	$5,726
2019	$254,821	$255,269	$1,299,580	$-448
2018	$364,745	$214,379	$1,326,205	$150,366

JACKSON COUNTY HISTORICAL SOCIETY