PASS CHRISTIAN HISTORICAL SOCIETY

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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

1966

Legal Domicile

Principal Officer

DON DEMETZ

Phone

2284527254

Tax Period

2023-07-01 to 2024-06-30

PASS CHRISTIAN HISTORICAL SOCIETY, founded in 1966, is a micro nonprofit that reported $44K in total revenue in fiscal year 2023. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $72K exceeded revenue, resulting in a 66% operating deficit.

Mission

THE PASS CHRISTIAN HISTORICAL SOCIETY STRIVES TO RAISE AWARENESS OF HISTORY IN GENERAL, AND TO PRESERVE AND PRESENT THE HISTORY OF PASS CHRISTIAN THROUGH RESEARCH, RECORDS, ARCHIVES, EXHIBITIONS, EDUCATION, AND CELEBRATIONS. CHARTERED IN 1966, THE SOCIETY HAS AS ITS AIM TO PROVIDE EACH GENERATION A FOCAL POINT FOR LEARNING PASS CHRISTIAN'S HISTORY AND A MEANS OF BROADENING APPRECIATION OF OUR HERITAGE.

Program Service Accomplishments

Program 1

Expenses: $10,632 Revenue: $4,881

THE ORGANIZATION COORDINATES EVENTS, SEMINARS AND SPEAKERS TO FURTHER THE MISSION OF THE ORGANIZATION. THIS INCLUDES MONTHLY MEMBERSHIP MEETINGS, LUNCHEONS, AND EVENTS SUCH AS THE MARDI GRAS PARTY...

THE ORGANIZATION COORDINATES EVENTS, SEMINARS AND SPEAKERS TO FURTHER THE MISSION OF THE ORGANIZATION. THIS INCLUDES MONTHLY MEMBERSHIP MEETINGS, LUNCHEONS, AND EVENTS SUCH AS THE MARDI GRAS PARTY AND TOUR OF HOMES,ETC.

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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 (2023)

Revenue Breakdown

Contributions & Grants $22,025

Program Service Revenue $4,881

Investment Income $5,611

Other Revenue $11,155

TOTAL REVENUE $43,672

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,632

Other Expenses $72,482

TOTAL EXPENSES $72,482

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,672	$54,893	-0.2%
Expenses	$72,482	$72,928	0.0%
Net Income	$-28,810	$-18,035	+0.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
ROBIN RAFFERTY	PRESIDENT, TRUSTEE	Officer Director	$0	$0	$0
CHARLOTTE ZIMMERMAN	VICE PRESIDENT, TRUSTEE	Officer Director	$0	$0	$0
CATHERINE MYERS	RECORDING SECRETARY, TRUSTEE	Officer Director	$0	$0	$0
JENA SHEPHARD	CORRESPONDING SECRETARY, TRUSTEE	Officer Director	$0	$0	$0
DON DEMETZ	TREASURER, TRUSTEE	Officer Director	$0	$0	$0
BRUCE STINSON	ARCHIVIST, TRUSTEE	Officer Director	$0	$0	$0
ROBERT CUTTING	CHAIRMAN OF THE BOARD OF D	Director	$0	$0	$0
JOHN SAIK	TRUSTEE	Director	$0	$0	$0
AMY STEINER	TRUSTEE	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	No data	No data	No data	No data
2024	$43,672	$72,482	$1,107,534	$-28,810
2023	$54,893	$72,928	$1,125,790	$-18,035
2022	$46,625	$60,530	$1,136,472	$-13,905
2021	$25,183	$81,368	$1,175,457	$-56,185
2020	$32,978	$71,258	$1,210,467	$-38,280