JACKSON COUNTY HISTORICAL & GENEALO (EIN 820803376) - 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

2017

Legal Domicile

Phone

7853644991

Tax Period

2024-01-01 to 2024-12-31

JACKSON COUNTY HISTORICAL & GENEALO, founded in 2017, is a small nonprofit in the Arts, Culture & Humanities sector that reported $166K in total revenue in fiscal year 2024. Revenue surged 252% from the prior year, signaling strong growth momentum. The organization ran a surplus of $141K, a strong 85% operating margin.

Mission

TO BRING TOGETHER THOSE PEOPLE INTERESTED IN HISTORY, AND ESPECIALLY HISTORY OF JACKSON COUNTY.

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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 $144,512

Program Service Revenue $2,795

Investment Income $18,369

Other Revenue $0

TOTAL REVENUE $165,676

Expense Breakdown

Grants Paid $250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,086

Other Expenses $24,574

TOTAL EXPENSES $24,824

Year-over-Year Comparison

	2024	2023	Change
Revenue	$165,676	$47,050	+2.5%
Expenses	$24,824	$25,104	0.0%
Net Income	$140,852	$21,946	+5.4%

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
JESSICA KARNS	TREASURER	1.00	Officer Director	$0	$0	$0
SUZETTE MCCORD-ROGERS	PRESIDENT	1.00	Officer Director	$0	$0	$0
LAYNE A HUNLEY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JANE COVERDALE	SECRETARY	1.00	Officer Director	$0	$0	$0
DYANA MORGAN	DIRECTOR	1.00	Director	$0	$0	$0
GIN FOX	DIRECTOR	1.00	Director	$0	$0	$0
JACKIE SOMMERS	DIRECTOR	1.00	Director	$0	$0	$0
ANNA WILHELM	AT LARGE	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
2024	$165,676	$24,824	$747,466	$140,852
2023	$47,050	$25,104	$612,093	$21,946
2022	$16,375	$16,875	$585,819	$-500
2021	$45,669	$17,914	$603,031	$27,755
2020	$35,562	$18,859	$563,917	$16,703
2019	$177,504	$35,830	$538,243	$141,674

JACKSON COUNTY HISTORICAL & GENEALO