THE COCUMSCUSSOC ASSOCIATION (EIN 050305722) - 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

1949

Legal Domicile

Principal Officer

JOHN DOWER

Phone

4012943521

Tax Period

2024-01-01 to 2024-12-31

THE COCUMSCUSSOC ASSOCIATION, founded in 1949, is a small nonprofit that reported $501K in total revenue in fiscal year 2024. Revenue surged 462% from the prior year, signaling strong growth momentum. The organization ran a surplus of $433K, a strong 87% operating margin.

Mission

OPERATION OF A HISTORIC HOUSE-MUSEUM

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $105,856

Program Service Revenue $7,219

Investment Income $392,216

Other Revenue $-4,227

TOTAL REVENUE $501,064

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,216

Fundraising Expenses $8,450

Program Expenses $50,689

Other Expenses $56,373

TOTAL EXPENSES $67,589

Year-over-Year Comparison

	2024	2023	Change
Revenue	$501,064	$89,086	+4.6%
Expenses	$67,589	$123,251	-0.5%
Net Income	$433,475	$-34,165	-13.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN DOWER	PRESIDENT	20.00	Officer Director	$0	$0	$0
CATHERINE DELORME	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
CAROL ZIMMERMAN	TREASURER	10.00	Officer Director	$0	$0	$0
DONNA CORRERIA	SECRETARY	5.00	Officer Director	$0	$0	$0
ROBERT ROUSE	ASSISTANT TO THE PRESIDENT	5.00	Officer Director	$0	$0	$0
SHARON FERRARA	DOCENT REP	1.00	Officer Director	$0	$0	$0
JANET HATCH	TRUSTEE	1.00	Director	$0	$0	$0
ANN CASEY	TRUSTEE	1.00	Director	$0	$0	$0
NATHAN BO FULLER	TRUSTEE	1.00	Director	$0	$0	$0
KIM HATCH	TRUSTEE	1.00	Director	$0	$0	$0
JAMES MURPHY	TRUSTEE	1.00	Director	$0	$0	$0
MARK BURNHAM	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT ROUSE	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL J SIMPSON	TRUSTEE	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	$501,064	$67,589	$1,652,172	$433,475
2023	$89,086	$123,251	$1,219,643	$-34,165
2022	$88,881	$74,361	$1,254,840	$14,520
2021	$83,356	$72,560	$1,248,310	$10,796
2020	$55,553	$80,035	$1,239,482	$-24,482
2019	$59,648	$61,160	$1,243,964	$-1,512
2018	$55,360	$56,806	$1,244,836	$-1,446

THE COCUMSCUSSOC ASSOCIATION