Civic Intelligence

Jackson County Historical Society

EIN 44-0651562 • 501(c)3 • Independence, MO

Profile

To preserve and operate historic sites for public tours and research. To preserve historic documents for public inspection.

PO Box 4241Independence, MO 64051

www.jchs.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

18th percentile

-15%

Higher net margin than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

32nd percentile

-2.1%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-31%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$1,506,029

Down $31,630 (-2.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,506,029

Down $31,630 (-2.1%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin18th percentile

Revenue

Down

$210,924

Down $94,151 (-31%) from 2023

Expenses

Down

$242,554

Down $36,291 (-13%) from 2023

Net Income

Down

-$31,630

Down $57,860 (-221%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $510,837Liabilities 2010: $2,590Net Assets 2010: $508,2472010Assets 2011: $518,143Liabilities 2011: $0Net Assets 2011: $518,1432011Assets 2012: $521,711Liabilities 2012: $2,958Net Assets 2012: $518,7532012Assets 2013: $531,895Liabilities 2013: $1,111Net Assets 2013: $530,7842013Assets 2014: $536,120Liabilities 2014: $0Net Assets 2014: $536,1202014Assets 2015: $569,662Liabilities 2015: $0Net Assets 2015: $569,6622015Assets 2016: $843,503Liabilities 2016: $0Net Assets 2016: $843,5032016Assets 2017: $1,291,304Liabilities 2017: $225,000Net Assets 2017: $1,066,3042017Assets 2018: $1,326,205Liabilities 2018: $150,000Net Assets 2018: $1,176,2052018Assets 2019: $1,299,580Liabilities 2019: $75,000Net Assets 2019: $1,224,5802019Assets 2020: $1,262,540Liabilities 2020: $0Net Assets 2020: $1,262,5402020Assets 2021: $1,421,731Liabilities 2021: $1,581Net Assets 2021: $1,420,1502021Assets 2022: $1,513,010Liabilities 2022: $1,581Net Assets 2022: $1,511,4292022Assets 2023: $1,537,659Liabilities 2023: $0Net Assets 2023: $1,537,6592023Assets 2024: $1,506,029Liabilities 2024: $0Net Assets 2024: $1,506,0292024

Highlighted filing

2024

Assets$1,506,029
Liabilities$0
Net Assets$1,506,029
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $190,4342010Expenses 2011: $168,5652011Expenses 2012: $195,2572012Revenue 2013: $198,244Expenses 2013: $186,213Net Income 2013: $12,0312013Revenue 2014: $171,345Expenses 2014: $158,142Net Income 2014: $13,2032014Revenue 2015: $151,321Expenses 2015: $118,031Net Income 2015: $33,2902015Revenue 2016: $393,172Expenses 2016: $128,958Net Income 2016: $264,2142016Revenue 2017: $367,825Expenses 2017: $177,142Net Income 2017: $190,6832017Revenue 2018: $364,745Expenses 2018: $214,379Net Income 2018: $150,3662018Revenue 2019: $254,821Expenses 2019: $255,269Net Income 2019: -$4482019Revenue 2020: $229,601Expenses 2020: $223,875Net Income 2020: $5,7262020Revenue 2021: $277,275Expenses 2021: $144,688Net Income 2021: $132,5872021Revenue 2022: $489,556Expenses 2022: $292,347Net Income 2022: $197,2092022Revenue 2023: $305,075Expenses 2023: $278,845Net Income 2023: $26,2302023Revenue 2024: $210,924Expenses 2024: $242,554Net Income 2024: -$31,6302024

Highlighted filing

2024

Revenue$210,924
Expenses$242,554
Net Income-$31,630
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,506,029
Liabilities
$0
Net assets
$1,506,029
Revenue
$210,924
Expenses
$242,554
Net income
-$31,630
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.21$0.24$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.31$0.28$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.49$0.29$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.28$0.14$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.23$0.22$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.30$0.08$1.22$0.25$0.26$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.33$0.15$1.18$0.36$0.21$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.23$1.07$0.37$0.18$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.39$0.13$0.26
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.15$0.12$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.17$0.16$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.20$0.19$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.0
Gross Receipts
$211,300
Mission and Program Overview

Mission

To preserve and operate historic sites for public tours and reserach. To preserve historic documents for public inspection.

To preserve and operate historic sites for public tours and research. To preserve historic documents for public inspection.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$710,273$689,745▼ $20,528
Investments Program Related$381,601$381,601→ $0
Land, Buildings, and Equipment, Net$71,723$321,498▲ $249,775
Cash and Non-Interest-Bearing Accounts$335,918$75,273▼ $260,645
Inventories for Sale or Use$38,144$37,912▼ $232
Total Assets$1,537,659$1,506,029▼ $31,630
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$957,064$888,512▼ $68,552
Net Assets With Donor Restrictions$580,595$617,517▲ $36,922
Total Net Assets Fund Balance$1,537,659$1,506,029▼ $31,630
Total Liabilities and Net Assets / Fund Balance$1,537,659$1,506,029▼ $31,630

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$321,498$159,002$480,500
Equipment-$47,241$47,241
Investment Program Related Org$381,601--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Gloria SmithPresident
Brad PacePresident-el
Audrey ElderDirector
Charles FoudreeDirector
Charles JonesDirector
Christie Geier-prattDirector
David BarkerDirector
James McgeeDirector
Jason WadeDirector
Larry R Smith IiDirector
Mark CarrickDirector
Matt MallinsonDirector
Ralph Monaco IiDirector
Rick DebuskDirector
Scott CaugerDirector
Melanie MoentmannAssistant Tr
Katie CowanSecretary
Mark EubankTreasurer
David RossVP Fundraisi
Irene BaltrusaitisVP Special E
Revenue and Support

Revenue Composition

Contributions and Grants
$80,626
Program Service Revenue
$88,998
Investment Income
$38,752
Other Revenue
$2,548
All Other Contributions
$47
Change in Net Assets
$-31,630
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$131,916
Salaries, Compensation, and Employee Benefits$78,183
Grants and Similar Amounts Paid$32,455
Total Fundraising Expense$12,807
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$44,467$14,367$9,578$68,412
Occupancy$33,279--$33,279
Grants to Domestic Individuals$32,455--$32,455
Depreciation Depletion$28,761--$28,761
Insurance$4,735$9,613-$14,348
Fees for Service Investment Mgmnt Fees-$9,860-$9,860
Payroll Taxes$6,351$2,052$1,368$9,771
Information Technology$1,702$6,896$358$8,956
Conferences and Meetings-$7,959-$7,959
Office Expenses$2,891$1,387$1,503$5,781
Fees for Services Accounting-$2,150-$2,150
Other Expenses$1,454$454-$1,454
All Other Expenses$465--$465
Travel$168--$168
Total Functional Expenses$175,009$54,738$12,807$242,554
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,220
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“When the 990 filing is executed, complete copies of the document and all schedules are made available to all officers and board members.”

Form 990, Page 6, Part VI, Line 12C

“All directors file an annual statement disclosing conflicts of interest. All statements are reviewed annually to confirm no conflicts exist.”

Form 990, Page 6, Part VI, Line 19

“Copies are furnished upon request.”

Filing and Contact Details

Filer

Filer Name
Jackson County Historical Society
EIN
44-0651562
Phone
8162174090
Address
PO BOX 4241, INDEPENDENCE, MO 64051

Signing Officer

Name
Mark Eubank
Title
Treasurer
Phone
8162174090
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Eubank
Formed
1958
Legal Domicile
Mo
Voting Board Members
20
Independent Board Members
20
Employees
2
Volunteers
20

Preparer

Firm
Parker Swearngin LLC
Address
620 SE STATE ROUTE 291 STE 106, LEES SUMMIT, MO 64063
Preparer
Jennifer Swearngin
Phone
8164346770
Raw XML AppendixShowing 400 of 494 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/GrantAmt032455
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IRS990/InsuranceGrp/ManagementAndGeneralAmt09613
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IRS990/InsuranceGrp/TotalAmt014348
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OccupancyGrp/ProgramServicesAmt033279
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IRS990/OfficeExpensesGrp/FundraisingAmt01503
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01387
IRS990/OfficeExpensesGrp/ProgramServicesAmt02891
IRS990/OfficeExpensesGrp/TotalAmt05781
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0454
IRS990/OtherExpensesGrp/ProgramServicesAmt014699
IRS990/OtherExpensesGrp/ProgramServicesAmt12067
IRS990/OtherExpensesGrp/ProgramServicesAmt21515
IRS990/OtherExpensesGrp/ProgramServicesAmt31454
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IRS990/OtherExpensesGrp/TotalAmt12521
IRS990/OtherExpensesGrp/TotalAmt21515
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IRS990/OtherSalariesAndWagesGrp/TotalAmt068412
IRS990/OwnWebsiteInd0X
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01368
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02052
IRS990/PayrollTaxesGrp/ProgramServicesAmt06351
IRS990/PayrollTaxesGrp/TotalAmt09771
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MARK EUBANK
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IRS990/ProgramServiceRevenueGrp/Desc1CONTRACT INCOME
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0178311
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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt047241

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