Historical Society of Greater Port Jefferson (EIN 237063724) - 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

Legal Domicile

Phone

6314732665

Tax Period

2024-01-01 to 2024-12-31

Historical Society of Greater Port Jefferson, founded in 1967, is a small nonprofit in the Arts, Culture & Humanities sector that reported $139K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $32K, a strong 23% operating margin.

Mission

The organization's mission is to discover, preserve and disseminate knowledge about the greater Port Jefferson area

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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 $72,753

Program Service Revenue $0

Investment Income $13,335

Other Revenue $52,811

TOTAL REVENUE $138,899

Expense Breakdown

Grants Paid $1,390

Salaries & Benefits $24,333

Fundraising Expenses $0

Program Expenses $29,831

Other Expenses $81,485

TOTAL EXPENSES $107,208

Year-over-Year Comparison

	2024	2023	Change
Revenue	$138,899	$98,617	+0.4%
Expenses	$107,208	$91,297	+0.2%
Net Income	$31,691	$7,320	+3.3%

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

N/A

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
Beth Pranzo	Trustee	1.00	Director	$0	$0	$0
Kathleen Cash	Trustee	1.00	Director	$0	$0	$0
Laura Warren	Trustee	1.00	Director	$0	$0	$0
Axel Drees	Treasurer	1.00	Director	$0	$0	$0
Grace Ryan	Trustee	1.00	Director	$0	$0	$0
Anthony Butera	Trustee	1.00	Director	$0	$0	$0
Catherine Quinlan	Trustee	1.00	Director	$0	$0	$0
Jim Boyd	Trustee	1.00	Director	$0	$0	$0
Nikki Palumbo	Trustee	1.00	Director	$0	$0	$0
Ann Jupp	Secretary	1.00	Officer	$0	$0	$0
Avril Coakley	Secretary	1.00	Officer	$0	$0	$0
Nick Acampora	President & CEO	1.00	Officer	$0	$0	$0
Joan Townley	Vice President	1.00	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	$138,899	$107,208	$759,079	$31,691
2023	$98,617	$91,297	$720,709	$7,320
2022	$92,505	$111,790	$713,389	$-19,285
2021	$90,854	$84,603	$748,607	$6,251
2020	$51,284	$102,926	$741,682	$-51,642
2019	$97,335	$106,355	$787,754	$-9,020
2018	$115,036	$108,874	$790,094	$6,162

Historical Society of Greater Port Jefferson