St Josephs Historic Foundation (EIN 561152267) - 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

1975

Legal Domicile

Phone

9196831709

Tax Period

2024-07-01 to 2025-06-30

St Josephs Historic Foundation, founded in 1975, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $1.6M exceeded revenue, resulting in a 36% operating deficit.

Mission

Preserving and advancing the heritage and culture of historic Hayti and the African American experience through programs that benefit the broader community locally, nationally andglobally.

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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 $903,189

Program Service Revenue $192,187

Investment Income $1,889

Other Revenue $102,733

TOTAL REVENUE $1,199,998

Expense Breakdown

Grants Paid $0

Salaries & Benefits $502,727

Fundraising Expenses $50,271

Program Expenses $1,272,927

Other Expenses $1,125,524

TOTAL EXPENSES $1,628,251

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,199,998	$1,605,186	-0.3%
Expenses	$1,628,251	$1,198,179	+0.4%
Net Income	$-428,253	$407,007	-2.1%

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

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

$102,587

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Angela Lee	Former Executive Director	40.00		$63,900	$0	$63,900
Valerie Fogg	Program Manager	40.00	Officer	$58,237	$0	$58,237
Quentin Talley	Program Manager	40.00	Officer	$44,350	$0	$44,350
Tarryn Henry	Chairperson	2.00	Director	$0	$0	$0
Antonio McDaniel	Vice Chairperson	2.00	Director	$0	$0	$0
Melissa Hill	Treasurer	2.00	Director	$0	$0	$0
Quay Weston	Secretary	2.00	Director	$0	$0	$0
Josh Hawn	Board Member	2.00	Director	$0	$0	$0
Monet Marshall	Board Member	2.00	Director	$0	$0	$0
Gerald Harris	Board Member	2.00	Director	$0	$0	$0
Marcus Greene	Board Member	2.00	Director	$0	$0	$0
Juro Davis	Board Member	2.00	Director	$0	$0	$0
King Kenney	Executive Director	2.00	Key Emp	$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	$1,199,998	$1,628,251	$2,954,569	$-428,253
2024	$1,605,186	$1,198,179	$3,395,222	$407,007
2023	$693,076	$981,358	$2,975,815	$-288,282
2022	$869,376	$833,924	$3,339,027	$35,452
2021	$955,584	$664,660	$3,274,782	$290,924

St Josephs Historic Foundation