JEFFERSON COUNTY HISTORICAL SOCIETY (EIN 916013489) - 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

1951

Legal Domicile

Principal Officer

TARA MCCAULEY

Phone

3603851003

Tax Period

2024-01-01 to 2024-12-31

JEFFERSON COUNTY HISTORICAL SOCIETY, founded in 1951, is a small nonprofit that reported $567K in total revenue in fiscal year 2024. Expenses of $789K exceeded revenue, resulting in a 39% operating deficit.

Mission

EDUCATION AND PRESERVATION OF 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 (2024)

Revenue Breakdown

Contributions & Grants $458,219

Program Service Revenue $89,363

Investment Income $20,101

Other Revenue $-391

TOTAL REVENUE $567,292

Expense Breakdown

Grants Paid $0

Salaries & Benefits $475,608

Fundraising Expenses $0

Program Expenses $749,720

Other Expenses $313,568

TOTAL EXPENSES $789,176

Year-over-Year Comparison

	2024	2023	Change
Revenue	$567,292	$541,477	+0.0%
Expenses	$789,176	$714,436	+0.1%
Net Income	$-221,884	$-172,959	+0.3%

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

$82,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TARA MCCAULEY	Executive Dir.	40.00	Director	$82,000	$0	$82,000
JANETTE FORCE	Vice President	2.00	Officer Director	$0	$0	$0
KATELYN KEAN	Secretary	2.00	Officer Director	$0	$0	$0
DAVID BROWNELL	Trustee	2.00	Director	$0	$0	$0
ALDRYTH OHARA	TREASURER	2.00	Officer Director	$0	$0	$0
ANN WELCH	President	2.00	Officer Director	$0	$0	$0
JOANN BUSSA	TRUSTEE	2.00	Director	$0	$0	$0
TIM CALDWELL	Trustee	2.00	Director	$0	$0	$0
MARY CONEY	Trustee	2.00	Director	$0	$0	$0
PETER R LANGLEY	Trustee	2.00	Director	$0	$0	$0
MONICA MACGUIRE	Trustee	2.00	Director	$0	$0	$0
CLIFF MOORE	Trustee	2.00	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	$567,292	$789,176	$2,719,405	$-221,884
2023	$541,477	$714,436	$2,902,747	$-172,959
2023	$1,123,283	$815,752	$2,902,748	$307,531
2022	$435,985	$608,569	$2,774,808	$-172,584
2021	$481,717	$639,512	$3,345,868	$-157,795
2020	$516,765	$455,746	$3,593,761	$61,019
2019	$981,430	$456,335	$3,665,183	$525,095
2018	$370,534	$396,183	$2,156,741	$-25,649

JEFFERSON COUNTY HISTORICAL SOCIETY