MISSISSIPPI HISTORICAL SOCIETY INC (EIN 646025957) - 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

1964

Legal Domicile

Principal Officer

WILLIAM BROTHER ROGERS

Phone

6013596850

Tax Period

2023-01-01 to 2023-12-31

MISSISSIPPI HISTORICAL SOCIETY INC, founded in 1964, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $54K in total revenue in fiscal year 2023. Expenses of $52K left a modest 5% surplus.

Mission

PROVIDE PUBLICATIONS OF MISSISSIPPI HISTORY.

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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 $2,475

Program Service Revenue $45,423

Investment Income $6,319

Other Revenue $0

TOTAL REVENUE $54,217

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,358

Fundraising Expenses $0

Program Expenses $51,683

Other Expenses $37,325

TOTAL EXPENSES $51,683

Year-over-Year Comparison

	2023	2022	Change
Revenue	$54,217	$54,548	0.0%
Expenses	$51,683	$44,926	+0.2%
Net Income	$2,534	$9,622	-0.7%

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
WILLIAM J BOWLIN	PRESIDENT	N/A	Officer	$0	$0	$0
REBECCA A TUURI	VICE PRESIDE	N/A	Officer	$0	$0	$0
WILLIAM BROTHER ROGERS	SECRETARY TR	N/A	Officer	$0	$0	$0
DAPHNE R CHAMBERLAIN	IMMEDIATE PA	N/A	Officer	$0	$0	$0
KATHERINE DRAYNE BLOUNT	EX OFFICIO	N/A	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
2024	No data	No data	No data	No data
2023	$54,217	$51,683	$300,182	$2,534
2022	$54,548	$44,926	$270,842	$9,622
2021	$27,669	$31,055	$293,780	$-3,386
2020	$31,759	$39,063	$270,698	$-7,304
2019	$48,836	$37,118	$260,846	$11,718
2018	$27,059	$25,472	$232,613	$1,587

MISSISSIPPI HISTORICAL SOCIETY INC