Jefferson Library & Museum Association (EIN 756036534) - 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

1998

Legal Domicile

Phone

9036658911

Tax Period

2023-01-01 to 2023-12-31

Jefferson Library & Museum Association, founded in 1998, is a small nonprofit that reported $128K in total revenue in fiscal year 2023. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $181K exceeded revenue, resulting in a 41% operating deficit.

Mission

PUBLIC LIBRARY

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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 $109,446

Program Service Revenue $5,321

Investment Income $13,498

Other Revenue $0

TOTAL REVENUE $128,265

Expense Breakdown

Grants Paid $0

Salaries & Benefits $90,281

Fundraising Expenses $0

Program Expenses $180,538

Other Expenses $90,257

TOTAL EXPENSES $180,538

Year-over-Year Comparison

	2023	2022	Change
Revenue	$128,265	$176,125	-0.3%
Expenses	$180,538	$174,686	+0.0%
Net Income	$-52,273	$1,439	-37.3%

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

Volunteers

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
Stacy Mills	President	1.00	Officer Director	$0	$0	$0
Tony Jones	Secretary	1.00	Officer Director	$0	$0	$0
Victor Perot	Vice President	1.00	Officer Director	$0	$0	$0
Cathey Brannon	Treasurer	1.00	Officer Director	$0	$0	$0
Ted McKinnon	Director	1.00	Director	$0	$0	$0
Harold Blair	Director	1.00	Director	$0	$0	$0
India Stanberry	Director	1.00	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	No data	No data	No data	No data
2023	$128,265	$180,538	$850,244	$-52,273
2022	$176,125	$174,686	$925,222	$1,439
2021	$144,142	$128,974	$644,667	$15,168
2020	$94,239	$115,593	$640,990	$-21,354
2019	$147,456	$122,746	$650,911	$24,710
2018	$158,146	$125,480	$626,164	$32,666

Jefferson Library & Museum Association