MONTAUK HISTORICAL SOCIETY (EIN 116037082) - 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

1967

Principal Officer

JOSEPH A GAVIOLA

Phone

6316682544

Tax Period

2023-01-01 to 2023-12-31

MONTAUK HISTORICAL SOCIETY, founded in 1967, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.0M in total revenue in fiscal year 2023. Net assets of $4.7M represent 28 months of operating reserves.

Mission

THE PURPOSE OF THE MONTAUK HISTORICAL SOCIETY IS TO COLLECT, RESTORE, PRESERVE AND DISPLAY HISTORICALLY SIGNIFICANT BUILDINGS, OBJECTS AND WRITINGS AND TO PRESERVE AND SHARE THE HISTORY AND CULTURES OF MONTAUK AND THE EAST END FOR THIS AND FUTURE GENERATIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $160,497

Program Service Revenue $1,246,835

Investment Income $26,930

Other Revenue $604,114

TOTAL REVENUE $2,038,376

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,121,478

Fundraising Expenses $20,442

Program Expenses $1,914,331

Other Expenses $1,109,078

TOTAL EXPENSES $2,230,556

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,038,376	$2,010,204	+0.0%
Expenses	$2,230,556	$1,902,173	+0.2%
Net Income	$-192,180	$108,031	-2.8%

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

$105,731

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH A GAVIOLA	PRESIDENT	3.00	Officer Director	$0	$0	$0
MARTHA REICHERT	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
RICHARD F WHITE JR	TREASURER	3.00	Officer Director	$0	$0	$0
ANDREW HARRIS	SECRETARY	3.00	Officer Director	$0	$0	$0
MARILYN BOGDAN	TRUSTEE	1.00	Director	$0	$0	$0
NICHOLAS RACANELLI	TRUSTEE	2.00	Director	$0	$0	$0
JULIE MARCLEY	TRUSTEE	1.00	Director	$0	$0	$0
JOHN MCDONALD	TRUSTEE	1.00	Director	$0	$0	$0
RORI FINAZZO	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL MIRRAS	TRUSTEE	1.00	Director	$0	$0	$0
MIA CERTIC	EXECUTIVE DI	40.00	Officer	$105,731	$0	$105,731

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	No data	No data	No data	No data
2023	$2,038,376	$2,230,556	$4,772,434	$-192,180
2023	$2,038,376	$2,230,556	$4,772,434	$-192,180
2022	$2,010,204	$1,902,173	$4,941,126	$108,031
2021	$3,059,952	$1,542,511	$4,843,316	$1,517,441
2020	$1,251,308	$1,240,371	$3,492,831	$10,937
2019	$1,440,377	$1,209,173	$3,336,122	$231,204
2018	$1,357,175	$1,262,883	$3,012,552	$94,292

MONTAUK HISTORICAL SOCIETY