OCEAN COUNTY HISTORICAL SOCIETY

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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

1950

Legal Domicile

Principal Officer

Jeffrey Schenker

Phone

7323411880

Tax Period

2024-01-01 to 2024-12-31

OCEAN COUNTY HISTORICAL SOCIETY, founded in 1950, is a small nonprofit that reported $181K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $154K left a modest 14% surplus.

Mission

Preserve the history of Ocean County, New Jersey

Program Service Accomplishments

Program 1

Expenses: $89,686

The Society operates a museum that displays publications, documents, pictures, artifacts, and contains a library for the purpose of preservation and providing education in the history of Ocean...

The Society operates a museum that displays publications, documents, pictures, artifacts, and contains a library for the purpose of preservation and providing education in the history of Ocean County, New Jersey. The displays and library are available for viewing by the general public and school children.

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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 (2024)

Revenue Breakdown

Contributions & Grants $58,344

Program Service Revenue $0

Investment Income $114,722

Other Revenue $7,552

TOTAL REVENUE $180,618

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,040

Fundraising Expenses $0

Program Expenses $89,686

Other Expenses $142,414

TOTAL EXPENSES $154,454

Year-over-Year Comparison

	2024	2023	Change
Revenue	$180,618	$135,186	+0.3%
Expenses	$154,454	$139,877	+0.1%
Net Income	$26,164	$-4,691	-6.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Pat Moore	Vice President	3.00	Officer	$0	$0	$0
Jeffrey Schenker	President	10.00	Officer	$0	$0	$0
Karen Linke	Secretary	3.00	Officer	$0	$0	$0
William Linke	Treasurer	8.00	Officer	$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	$180,618	$154,454	$1,853,433	$26,164
2023	$135,186	$139,877	$1,746,551	$-4,691
2022	$156,311	$162,345	$1,609,002	$-6,034
2021	$183,356	$153,163	$1,887,510	$30,193
2020	$138,103	$97,493	$1,738,597	$40,610
2019	$114,804	$146,435	$1,607,706	$-31,631
2018	$152,114	$113,684	$1,485,200	$38,430