Historic Jamestown Society Inc

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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

1977

Legal Domicile

Principal Officer

Karen Lisenby

Phone

3364541973

Tax Period

2024-10-01 to 2025-09-30

Historic Jamestown Society Inc, founded in 1977, is a micro nonprofit that reported $44K in total revenue in fiscal year 2024. Revenue fell 48% from the prior year — a significant decline worth monitoring. Expenses of $133K exceeded revenue, resulting in a 202% operating deficit.

Mission

Historic Preservation To preserve historic properties and educate the public on the historical significance of Jamestown, NC

Program Service Accomplishments

Program 1

Expenses: $88,266 Revenue: $0

Preservation and maintenance of historic buildings at the Mendenhall Plantation

Program 2

Expenses: $0 Revenue: $920

Providing tours of historic properties

Program 3

Expenses: $153 Revenue: $952

Hosting Village Fair. A one day event which featured historic crafts, music, tradesmen and tours of historic buildings.

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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 $38,426

Program Service Revenue $920

Investment Income $4,498

Other Revenue $345

TOTAL REVENUE $44,189

Expense Breakdown

Grants Paid $0

Salaries & Benefits $42,782

Fundraising Expenses $44,936

Program Expenses $88,419

Other Expenses $45,637

TOTAL EXPENSES $133,355

Year-over-Year Comparison

	2024	2023	Change
Revenue	$44,189	$84,180	-0.5%
Expenses	$133,355	$97,137	+0.4%
Net Income	$-89,166	$-12,957	+5.9%

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

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
Tim Brooks	Secretary	1.00	Officer	$0	$0	$0
Emily Wagoner	Director	0.00	Director	$0	$0	$0
Kelly Irvin	Director	1.00	Director	$0	$0	$0
Karen Lisenby	Treasurer	1.00	Officer	$0	$0	$0
Nia Cole	Director	1.00	Director	$0	$0	$0
Jim Pendry	Director	1.00	Director	$0	$0	$0
Ruby Sapp Leach	Director	1.00	Director	$0	$0	$0
Will Ragsdale	Director	1.00	Director	$0	$0	$0
Bob Wilson	Director	1.00	Director	$0	$0	$0
Dan McDaniel	Director	1.00	Director	$0	$0	$0
Elizabeth Greeson	Director	1.00	Director	$0	$0	$0
Wes Cashwell	Vice President	5.00	Officer	$0	$0	$0
Jay McQuillen	President	5.00	Officer	$0	$0	$0
Louise Hobbs	Director	1.00	Director	$0	$0	$0
Keith Volz	Director	1.00	Director	$0	$0	$0
David Fuller	Director	1.00	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	$44,189	$133,355	$560,459	$-89,166
2024	$84,180	$97,137	$628,915	$-12,957
2023	$37,463	$78,465	$592,663	$-41,002
2022	$50,954	$74,010	$609,367	$-23,056
2021	$53,002	$62,597	$712,379	$-9,595