SCOTTSBORO-JACKSON HERITAGE CENTER (EIN 630881568) - 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

1985

Legal Domicile

Principal Officer

RACHEL MONROE

Phone

2562592122

Tax Period

2024-10-01 to 2025-09-30

SCOTTSBORO-JACKSON HERITAGE CENTER is a small nonprofit in the Arts, Culture & Humanities sector that reported $114K in total revenue in fiscal year 2017. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $31K, a strong 27% operating margin.

Mission

HISTORICAL AND CULTURAL MUSUEM

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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 $0

Program Service Revenue $110,340

Investment Income $2,230

Other Revenue $5,845

TOTAL REVENUE $118,415

Expense Breakdown

Grants Paid $0

Salaries & Benefits $45,314

Fundraising Expenses $0

Program Expenses $150,585

Other Expenses $130,236

TOTAL EXPENSES $175,550

Year-over-Year Comparison

	2024	2023	Change
Revenue	$118,415	$141,493	-0.2%
Expenses	$175,550	$221,678	-0.2%
Net Income	$-57,135	$-80,185	-0.3%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	BOARD MEMBER	0.00		$0	$0	$0
N/A	BOARD MEMBER	0.00		$0	$0	$0
N/A	BOARD MEMBER	0.00		$0	$0	$0
N/A	BOARD MEMBER	0.00		$0	$0	$0
N/A	BOARD MEMBER	0.00		$0	$0	$0
N/A	BOARD MEMBER	0.00		$0	$0	$0
N/A	BOARD MEMBER	0.00		$0	$0	$0
N/A	BOARD MEMBER	0.00		$0	$0	$0
N/A	BOARD MEMBER	0.00		$0	$0	$0
GERALD PAULK	VICE PRESIDENT	0.00	Officer	$0	$0	$0
SUSAN FISHER	PRESIDENT	40.00	Officer	$0	$0	$0
BRENDA IVEY	TREASURER/SECRETARY	0.00	Officer	$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	$118,415	$175,550	$1,058,423	$-57,135
2024	$141,493	$221,678	$1,082,613	$-80,185
2023	$171,327	$189,734	$1,194,456	$-18,407
2022	$146,410	$117,125	$1,213,328	$29,285
2021	$169,132	$100,701	$764,567	$68,431
2020	$190,574	$61,774	$696,219	$128,800
2019	$123,501	$78,592	$565,681	$44,909
2018	$113,610	$82,600	$520,916	$31,010

SCOTTSBORO-JACKSON HERITAGE CENTER