Jefferson Historical Society & Museum (EIN 751224390) - 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

1949

Legal Domicile

Principal Officer

Weldon Nash

Phone

9036652775

Tax Period

2025-01-01 to 2025-12-31

Jefferson Historical Society & Museum, founded in 1949, is a small nonprofit that reported $155K in total revenue in fiscal year 2025. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $220K exceeded revenue, resulting in a 42% operating deficit.

Mission

PRESERVE HISTORY AND HERITAGE OF JEFFERSON TEXAS AND THE OPERATION OF THE JEFFERSON MUSEUM

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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 (2025)

Revenue Breakdown

Contributions & Grants $62,999

Program Service Revenue $58,129

Investment Income $17,880

Other Revenue $15,559

TOTAL REVENUE $154,567

Expense Breakdown

Grants Paid $0

Salaries & Benefits $72,437

Fundraising Expenses $0

Program Expenses $219,873

Other Expenses $147,436

TOTAL EXPENSES $219,873

Year-over-Year Comparison

	2025	2024	Change
Revenue	$154,567	$268,232	-0.4%
Expenses	$219,873	$165,525	+0.3%
Net Income	$-65,306	$102,707	-1.6%

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

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
Christi Gaither	Director	1.00	Director	$0	$0	$0
Imogene Bass	Director	1.00	Director	$0	$0	$0
Joanne Stacey	Director	1.00	Director	$0	$0	$0
Mitchel Whitington	Director	1.00	Director	$0	$0	$0
Paul Morehead	Director	1.00	Director	$0	$0	$0
Elaine Altman	Director	1.00	Director	$0	$0	$0
Weldon Nash	President	1.00	Officer Director	$0	$0	$0
John Taylor	Treasurer	1.00	Officer Director	$0	$0	$0
Pam Watts	Director	1.00	Director	$0	$0	$0
John Kelsey	Director	1.00	Director	$0	$0	$0
Julianne Fischer	Secretary	1.00	Officer Director	$0	$0	$0
Sam Moseley	Legal Counsel	1.00	Director	$0	$0	$0
David Cromwell	Director	1.00	Director	$0	$0	$0
Hattie Hackler	Director	1.00	Director	$0	$0	$0
Mark Murray	Vice President	1.00	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	$154,567	$219,873	$1,595,147	$-65,306
2024	No data	No data	No data	No data
2023	$182,604	$145,776	$1,538,255	$36,828
2022	$206,050	$148,005	$1,495,019	$58,045
2021	$186,809	$155,525	$1,495,641	$31,284
2020	$111,739	$136,600	$1,466,919	$-24,861
2019	$282,909	$117,337	$1,402,393	$165,572
2018	$132,610	$109,083	$1,181,178	$23,527

Jefferson Historical Society & Museum