THE JANE AUSTEN SOCIETY OF NORTH AMERICA INC (EIN 521150918) - 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

1979

Legal Domicile

Principal Officer

MARY MINTZ

Phone

2067396225

Tax Period

2024-09-01 to 2025-08-31

THE JANE AUSTEN SOCIETY OF NORTH AMERICA INC, founded in 1979, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $200K, a strong 19% operating margin.

Mission

ENJOYMENT AND APPRECIATION OF JANE AUSTEN AND HER WRITING.

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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 $118,100

Program Service Revenue $885,591

Investment Income $57,059

Other Revenue $21,005

TOTAL REVENUE $1,081,755

Expense Breakdown

Grants Paid $15,307

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $740,281

Other Expenses $866,169

TOTAL EXPENSES $881,476

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,081,755	$676,238	+0.6%
Expenses	$881,476	$775,614	+0.1%
Net Income	$200,279	$-99,376	-3.0%

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

750

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

$6,750

Total Directors

$17,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN ALLEN FORD	EDITOR, PERSUASIONS	12.00	Director	$11,000	$0	$11,000
SUSAN WAMPLER	EDITOR, JASNA NEWS VP - RE	15.00	Officer Director	$6,750	$0	$6,750
MARY MINTZ	PRESIDENT	25.00	Officer Director	$0	$0	$0
DEBRA ROUSH	VP - CONFERENCES (THRU DEC 2024)	8.00	Officer Director	$0	$0	$0
JANE BOLTZ	VICE PRESIDENT - CONFERENCES	1.00	Officer Director	$0	$0	$0
CELIA EASTON	VP - PUBLICATIONS	10.00	Officer Director	$0	$0	$0
VICKI PETERSEN	TREASURER	5.00	Officer Director	$0	$0	$0
MARCIA MERRILL	ASST. TREASURER (THRU DEC 2024)	1.00	Officer Director	$0	$0	$0
VIRGINIA MELLEMA MAGEE	SECRETARY	1.00	Officer Director	$0	$0	$0
CAROL MEDINE MOSS	MEMBER. SECRETARY (THRU DEC 2024)	6.00	Officer Director	$0	$0	$0
HOLLY ECKELBARGER	MEMBERSHIP SECRETARY	5.00	Officer Director	$0	$0	$0
JENNIFER BETTIOL	TREASURER, CANADA	4.00	Director	$0	$0	$0
CARLOTTA MARIE BOONE	BOARD MEMBER	1.00	Director	$0	$0	$0
LIDIA CHANG	BOARD MEMBER	1.00	Director	$0	$0	$0
CHERYL COLE	BOARD MEMBER (THRU DEC 2024)	1.00	Director	$0	$0	$0
RENATA DENNIS	BOARD MEMBER	1.00	Director	$0	$0	$0
GARY DIVER	MEMBERSHIP SECRETARY, CANADA	1.00	Director	$0	$0	$0
JENNIFER JONES	BOARD MEMBER - 2025 AGGM COORD	1.00	Director	$0	$0	$0
IRIS LUTZ	WEBSITE MANAGER	20.00	Director	$0	$0	$0
GABRIELA MONTERO	BOARD MEMBER	1.00	Director	$0	$0	$0
ROGER MOORE	BOARD MEMBER	1.00	Director	$0	$0	$0
KYLOWNA MOTON	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH PHILOSOPHOS COOPER	PAST PRESIDENT	20.00	Director	$0	$0	$0
PAUL SAVIDGE	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNE THOMPSON	PRESIDENT, JASNA CANADA	1.00	Director	$0	$0	$0
CAROLE THOMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CARLA WALL	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER WEINBRECHT	BOARD MEMBER - 2024 AGM CO	5.00	Director	$0	$0	$0
FREYDIS WELLAND	BOARD LIFE MEMBER	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	$1,081,755	$881,476	$2,992,195	$200,279
2024	$676,238	$775,614	$2,669,450	$-99,376
2023	$714,512	$646,107	$2,565,754	$68,405
2022	$852,724	$484,744	$2,421,448	$367,980
2021	$451,120	$360,017	$2,418,528	$91,103
2020	$392,991	$676,786	$2,068,652	$-283,795
2019	$913,729	$929,663	$2,242,814	$-15,934
2018	$871,975	$857,570	$2,261,596	$14,405

THE JANE AUSTEN SOCIETY OF NORTH AMERICA INC