JERSEY COUNTY HISTORICAL SOCIETY (EIN 510153238) - 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

1909

Legal Domicile

Principal Officer

MARION PHIPPS

Phone

6184983514

Tax Period

2025-01-01 to 2025-12-31

JERSEY COUNTY HISTORICAL SOCIETY, founded in 1909, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $94K in total revenue in fiscal year 2025. Expenses of $108K exceeded revenue, resulting in a 14% operating deficit.

Mission

TO COLLECT AND PRESERVE DATA AND HISTORICAL ITEMS RELATING TO THE HISTORY OF JERSEY COUNTY. TO ENCOURAGE HISTORICAL AND GENEALOGICAL RESEARCH. TO PUBLISH MATERIAL OF HISTORICAL NATURE.

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $27,741

Program Service Revenue $40,235

Investment Income $23,752

Other Revenue $2,378

TOTAL REVENUE $94,106

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $74,245

Other Expenses $107,732

TOTAL EXPENSES $107,732

Year-over-Year Comparison

	2025	2024	Change
Revenue	$94,106	$90,823	+0.0%
Expenses	$107,732	$96,551	+0.1%
Net Income	$-13,626	$-5,728	+1.4%

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

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
DAVE CRONE	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS FRAZIER	DIRECTOR	1.00	Director	$0	$0	$0
PATSY HALEMEYER	DIRECTOR	1.00	Director	$0	$0	$0
BARB JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
CAROL LAYTON	DIRECTOR	1.00	Director	$0	$0	$0
BETH MCGLASSON	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS MCGLASSON	DIRECTOR	1.00	Director	$0	$0	$0
ROGER MOURNING	DIRECTOR	1.00	Director	$0	$0	$0
ROGER SCHEFFFEL	DIRECTOR	1.00	Director	$0	$0	$0
RON SHORT	DIRECTOR	1.00	Director	$0	$0	$0
MARION PHIPPS	PRESIDENT	1.00	Officer	$0	$0	$0
SHIRLEY SCOTT	TREASURER	1.00	Officer	$0	$0	$0
CAROL SENGER	SECRETARY	1.00	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	$94,106	$107,732	$1,459,767	$-13,626
2024	No data	No data	No data	No data
2023	$72,222	$84,943	$1,479,121	$-12,721
2022	$116,153	$87,577	$1,491,842	$28,576
2021	$165,898	$107,382	$1,637,462	$58,516

JERSEY COUNTY HISTORICAL SOCIETY