MORRIS COUNTY HISTORICAL SOCIETY (EIN 226035573) - 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

1946

Legal Domicile

Principal Officer

AMY E CURRY

Phone

9732673465

Tax Period

2023-01-01 to 2023-12-31

MORRIS COUNTY HISTORICAL SOCIETY, founded in 1946, is a small nonprofit in the Arts, Culture & Humanities sector that reported $362K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $412K exceeded revenue, resulting in a 14% operating deficit.

Mission

THE MISSION OF THE MORRIS COUNTY HISTORICAL SOCIETY, AS THE REPRESENTATIVE OF A COUNTY WITH AN EXCITING AND UNIQUE PLACE IN THE HISTORY OF THE UNITED STATES, IS TO DISCOVER, PRESERVE AND MAKE KNOWN THE HISTORY OF MORRIS COUNTY THROUGH EXHIBITS, PROGRAMS, PUBLICATIONS, AND PRESERVATION ADVOCACY.

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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 $245,309

Program Service Revenue $5,569

Investment Income $106,903

Other Revenue $4,003

TOTAL REVENUE $361,784

Expense Breakdown

Grants Paid $0

Salaries & Benefits $267,908

Fundraising Expenses $0

Program Expenses $331,632

Other Expenses $144,254

TOTAL EXPENSES $412,162

Year-over-Year Comparison

	2023	2022	Change
Revenue	$361,784	$319,803	+0.1%
Expenses	$412,162	$538,802	-0.2%
Net Income	$-50,378	$-218,999	-0.8%

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

$87,227

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GAIL BOERTZEL	PRESIDENT	2.00	Officer Director	$0	$0	$0
KATHLEEN O MARGIOTTA	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ARIADNE MONFALCONE	TREASURER	2.00	Officer Director	$0	$0	$0
CAROLINE KOLB	SECRETARY	2.00	Officer Director	$0	$0	$0
RYAN G DAWSON	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH KOGEN	TRUSTEE	1.00	Director	$0	$0	$0
CARYL ANNE MCBRIDE	TRUSTEE	1.00	Director	$0	$0	$0
LYNN SHAVELSON	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN WEINERMAN	TRUSTEE	1.00	Director	$0	$0	$0
AMY E CURRY	EXECUTIVE DI	45.00	Officer	$80,342	$6,885	$87,227

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	$361,784	$412,162	$2,723,506	$-50,378
2022	$319,803	$538,802	$2,514,040	$-218,999
2021	$600,867	$707,466	$3,148,487	$-106,599
2020	$691,256	$620,543	$3,067,212	$70,713
2019	$363,126	$461,411	$2,976,673	$-98,285
2018	$526,120	$490,566	$2,825,773	$35,554

MORRIS COUNTY HISTORICAL SOCIETY