VICKSBURG-WARREN COUNTY HISTORICAL SOCIETY (EIN 640324406) - 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

1947

Legal Domicile

Principal Officer

JAY ROLAND

Phone

6016360741

Tax Period

2024-11-01 to 2025-10-31

VICKSBURG-WARREN COUNTY HISTORICAL SOCIETY, founded in 1947, is a small nonprofit in the Arts, Culture & Humanities sector that reported $148K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. Net assets of $659K represent 54 months of operating reserves.

Mission

THE ORGANIZATION'S PURPOSE IS ARCHIVAL AND DISPLAY OF HISTORICAL ARTIFACTS IN A MUSEUM THAT IS OPEN TO THE PUBLIC.

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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 $23,558

Program Service Revenue $6,290

Investment Income $20,344

Other Revenue $97,687

TOTAL REVENUE $147,879

Expense Breakdown

Grants Paid $0

Salaries & Benefits $107,775

Fundraising Expenses $0

Program Expenses $134,942

Other Expenses $38,473

TOTAL EXPENSES $146,248

Year-over-Year Comparison

	2024	2023	Change
Revenue	$147,879	$195,020	-0.2%
Expenses	$146,248	$161,224	-0.1%
Net Income	$1,631	$33,796	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAN DAIGRE	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
MIRANDA MCCASKILL	SECRETARY	N/A	Officer Director	$0	$0	$0
JOHN PARIS	TREASURER	N/A	Officer Director	$0	$0	$0
JAY ROLAND	PRESIDENT	N/A	Officer 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	$147,879	$146,248	$661,384	$1,631
2024	$195,020	$161,224	$659,567	$33,796
2023	$168,986	$173,291	$626,041	$-4,305
2022	$199,830	$151,136	$630,220	$48,694
2021	$184,037	$118,539	$581,340	$65,498
2020	$112,187	$122,549	$515,485	$-10,362
2019	$172,485	$137,687	$526,143	$34,798

VICKSBURG-WARREN COUNTY HISTORICAL SOCIETY