The Jacksonville Historical Society Inc (EIN 596198589) - 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

1966

Legal Domicile

Principal Officer

Alan Bliss

Phone

9046550064

Tax Period

2024-10-01 to 2025-09-30

The Jacksonville Historical Society Inc, founded in 1966, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2024. Revenue surged 353% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.7M, a strong 75% operating margin.

Mission

The mission of the Jacksonville Historical Society is to strengthen citizenship through public history education.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $3,449,078

Program Service Revenue $37,804

Investment Income $16,389

Other Revenue $119,432

TOTAL REVENUE $3,622,703

Expense Breakdown

Grants Paid $0

Salaries & Benefits $429,621

Fundraising Expenses $104,234

Program Expenses $571,461

Other Expenses $460,180

TOTAL EXPENSES $889,801

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,622,703	$799,572	+3.5%
Expenses	$889,801	$606,247	+0.5%
Net Income	$2,732,902	$193,325	+13.1%

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

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

$121,096

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alan Bliss	CEO	40.00	Officer	$121,096	$0	$121,096
Kristanna Barnes	Chairman	1.00	Officer Director	$0	$0	$0
G David Auchter	Imm. Past Chair	1.00	Director	$0	$0	$0
JF Bryan IV	Board Member	1.00	Director	$0	$0	$0
Liza Barnett Emmet	Secretary	1.00	Director	$0	$0	$0
David Jamison	Board Member	1.00	Director	$0	$0	$0
Bruce Shealy	Treasurer	1.00	Officer Director	$0	$0	$0
Fred Kent	Board Member	1.00	Officer Director	$0	$0	$0
William H Bishop	Chair-elect	1.00	Director	$0	$0	$0
Nancy S Broner	Board Member	1.00	Director	$0	$0	$0
Veronica Frazier	Board Member	1.00	Director	$0	$0	$0
Courtney Gumbinger	Board Member	1.00	Director	$0	$0	$0
Jeff Thompson	Board 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	$3,622,703	$889,801	$5,083,161	$2,732,902
2024	$799,572	$606,247	$4,569,187	$193,325
2023	$900,134	$687,042	$1,844,672	$213,092
2022	$1,279,821	$865,451	$1,297,143	$414,370
2022	$1,017,786	$865,451	$1,297,143	$152,335
2021	$409,166	$427,859	$1,007,558	$-18,693
2020	$256,736	$274,028	$955,493	$-17,292
2019	$253,090	$306,527	$859,677	$-53,437
2018	$213,716	$284,133	$893,176	$-70,417

The Jacksonville Historical Society Inc