Josephine County Historical Society (EIN 936015456) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1960

Legal Domicile

Principal Officer

Jodi Wainwright

Phone

5414797827

Tax Period

2025-01-01 to 2025-12-31

Josephine County Historical Society, founded in 1960, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $70K in total revenue in fiscal year 2025. Expenses of $99K exceeded revenue, resulting in a 41% operating deficit.

Mission

Education about Josephine County history and preservation of historical artifacts.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $29,531

Program Service Revenue $3,761

Investment Income $34,724

Other Revenue $2,290

TOTAL REVENUE $70,306

Expense Breakdown

Grants Paid $6,729

Salaries & Benefits $41,820

Fundraising Expenses $12,934

Program Expenses $58,461

Other Expenses $50,559

TOTAL EXPENSES $99,108

Year-over-Year Comparison

	2025	2024	Change
Revenue	$70,306	$70,055	+0.0%
Expenses	$99,108	$88,294	+0.1%
Net Income	$-28,802	$-18,239	+0.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$38,749

Total Directors

$38,749

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Martha Metcalf	Treasurer	20.00	Officer Director	$38,749	$0	$38,749
Joan Momsen	Secretary	1.00	Director	$0	$0	$0
Evan Strickland	Director	1.00	Director	$0	$0	$0
Curt Hall	President	1.00	Officer Director	$0	$0	$0
Jodi Wainwright	Director	1.00	Director	$0	$0	$0
Leta Niederheiser	Director	1.00	Director	$0	$0	$0
Ken Bell	Director	1.00	Director	$0	$0	$0
Valerie Hall	Secretary	1.00	Officer Director	$0	$0	$0
Sharon Allen	Vice President	1.00	Officer Director	$0	$0	$0
Linda Fuidge	Events	1.00	Director	$0	$0	$0
Jan Greenblatt	Director	1.00	Director	$0	$0	$0
Darrel Johnston	Grounds	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	$70,306	$99,108	$654,640	$-28,802
2024	No data	No data	No data	No data
2023	$46,070	$79,904	$667,832	$-33,834
2022	$66,087	$91,821	$669,530	$-25,734
2022	$66,087	$91,821	$669,530	$-25,734
2021	$192,336	$62,526	$787,038	$129,810
2020	$110,862	$55,259	$651,202	$55,603
2019	$67,787	$59,563	$585,515	$8,224
2018	$36,674	$56,053	$537,482	$-19,379

Josephine County Historical Society