JAMESTOWNE SOCIETY INC (EIN 540964184) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1936

Legal Domicile

Principal Officer

NANCY HILL

Phone

8043531226

Tax Period

2024-01-01 to 2024-12-31

Jamestowne Society Inc, founded in 1937, is a small nonprofit in the Arts, Culture & Humanities sector that reported $422K in total revenue in fiscal year 2020. Revenue fell 38% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $97K, a strong 23% operating margin.

Mission

TO UNITE DESCENDANTS OF JAMESTOWN SETTLERS PRIOR TO 1700, SUPPORT ARCHAELOGICAL EXCAVATIONS AT JAMESTOWN, PROVIDE EDUCATIONAL PROGRAMMING AND PUBLICATIONS, CONSERVE OFFICIAL DOCUMENTS FROM THE COLONIAL PERIOD, AND PROMOTE THE SIGNIFICANCE OF HISTORIC JAMESTOWNE IN THE FOUNDING AND SHAPING OF OUR NATION.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $388,390

Program Service Revenue $0

Investment Income $60,459

Other Revenue $42,352

TOTAL REVENUE $491,201

Expense Breakdown

Grants Paid $155,572

Salaries & Benefits $101,142

Fundraising Expenses $18,921

Program Expenses $264,323

Other Expenses $126,496

TOTAL EXPENSES $383,210

Year-over-Year Comparison

	2024	2023	Change
Revenue	$491,201	$408,341	+0.2%
Expenses	$383,210	$395,103	0.0%
Net Income	$107,991	$13,238	+7.2%

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

410

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

$62,275

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY REDMAN HILL	GOVERNOR	35.00	Officer Director	$0	$0	$0
SHARON RENNARD SOWDERS	SECRETARY OF STATE	30.00	Officer Director	$0	$0	$0
JOHN SHELTON MD	SECRETARY OF THE TREASURY	4.00	Officer Director	$0	$0	$0
MICHAEL JAMES ELSTON	COUNCILOR	3.00	Officer Director	$0	$0	$0
WILLIAM GRIFFTH	AUDITOR-GENERAL	5.00	Officer Director	$0	$0	$0
LYNDON HOBBS HART III	REGISTRAR	40.00	Officer Director	$0	$0	$0
ANNE CAUSSIN HENNINGER	HISTORIAN/COUNCILOR	5.00	Officer Director	$0	$0	$0
REV JAMES WILBUR BROWDER III	CHAPLAIN	2.00	Officer Director	$0	$0	$0
NANCY DURFLINGER LUKAS	COUNCILOR	1.00	Director	$0	$0	$0
HEYWARD CARITHERS HOSCH III	COUNCILOR	1.00	Director	$0	$0	$0
MARTHA CLEVELAND SOMMERCAMP	COUNCILOR	1.00	Director	$0	$0	$0
DEETTE DUPREE NESBITT	GOVERNOR EMERITA	1.00	Director	$0	$0	$0
THOMAS BOULDIN LEITCH	PAST GOVERNOR	1.00	Director	$0	$0	$0
REV DR ROY ABBOTT MARTIN JR	PAST GOVERNOR	1.00	Director	$0	$0	$0
W HARRISON SCHROEDER ESQUIRE	PAST GOVERNOR	1.00	Director	$0	$0	$0
EDWARD BARRON WRIGHT JR	PAST GOVERNOR	1.00	Director	$0	$0	$0
JERRY WILLIAM ZILLION	PAST GOVERNOR	1.00	Director	$0	$0	$0
FLORENCE POWELL	COUNCILOR	1.00	Director	$0	$0	$0
MICHAEL WALTERS	COUNCILOR	1.00	Director	$0	$0	$0
HARRISON RUFFIN TYLER	TREASURER EMERITUS	1.00	Director	$0	$0	$0
DYLAN BISHOP ESQUIRE	ATTORNEY-GENERAL	1.00	Officer Director	$0	$0	$0
BRANTLEY BOLLING KNOWLES	LT. GOVERNOR	25.00	Officer Director	$0	$0	$0
ANN ATKINSON SIMMONS	COUNCILOR	1.00	Director	$0	$0	$0
DR MICHAEL DAVID FROST	PAST GOVERNOR	1.00	Director	$0	$0	$0
HARRY COLEMAN REDD III	COUNCILOR	1.00	Director	$0	$0	$0
DAVID ALLEN FURLOW	COUNCILOR	1.00	Director	$0	$0	$0
JOHN RICHARD FERRIS	COUNCILOR	1.00	Director	$0	$0	$0
CAROLE CECILE GUNST	COUNCILOR	1.00	Director	$0	$0	$0
ANN WARREN WILKERSON	COUNCILOR	1.00	Director	$0	$0	$0
RICHARD HOLMES KNIGHT JR	PAST GOVERNOR	1.00	Director	$0	$0	$0
BONNIE HOFMEYER	EXECUTIVE DIRECTOR	40.00	Officer	$62,275	$0	$62,275

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	$491,201	$383,210	$2,544,491	$107,991
2023	$408,341	$395,103	$2,303,904	$13,238
2022	$467,115	$378,959	$2,087,362	$88,156
2021	$779,787	$395,514	$2,335,020	$384,273
2020	$422,495	$325,441	$1,823,890	$97,054

JAMESTOWNE SOCIETY INC