JEFFERSON COUNTY HISTORICAL SOCIETY (EIN 476045558) - 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

1955

Legal Domicile

Principal Officer

STEVE BLOCK

Phone

4027295131

Tax Period

2024-07-01 to 2025-06-30

JEFFERSON COUNTY HISTORICAL SOCIETY, founded in 1955, is a small nonprofit in the Arts, Culture & Humanities sector that reported $108K in total revenue in fiscal year 2024. Revenue fell 53% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $22K, a strong 21% operating margin.

Mission

TO PRESERVE THE AREA'S HISTORY AND TO TEACH THE PUBLIC ABOUT THE AREA'S CULTURE, HERITAGE, AND HISTORY

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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 (2024)

Revenue Breakdown

Contributions & Grants $34,349

Program Service Revenue $0

Investment Income $6,569

Other Revenue $67,459

TOTAL REVENUE $108,377

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $86,085

Other Expenses $86,085

TOTAL EXPENSES $86,085

Year-over-Year Comparison

	2024	2023	Change
Revenue	$108,377	$232,496	-0.5%
Expenses	$86,085	$32,887	+1.6%
Net Income	$22,292	$199,609	-0.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE BLOCK	PRESIDENT	N/A	Officer 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	$108,377	$86,085	$960,272	$22,292
2024	$232,496	$32,887	$951,559	$199,609
2023	$186,109	$39,170	$762,798	$146,939
2022	$129,774	$46,308	$625,258	$83,466
2021	$116,278	$39,469	$545,655	$76,809

JEFFERSON COUNTY HISTORICAL SOCIETY