Cranbury Historical & Preservation Society (EIN 237171674) - 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

1970

Legal Domicile

Principal Officer

Jo D Andrews

Phone

6098601889

Tax Period

2023-01-01 to 2023-12-31

Cranbury Historical & Preservation Society, founded in 1970, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $52K in total revenue in fiscal year 2023. Revenue fell 61% from the prior year — a significant decline worth monitoring. Net assets of $973K represent 225 months of operating reserves.

Mission

The Society is committed to the furthering of interest and knowledge in the history of Cranbury; the promotion, support and encouragement of the beautification & preservation of the land and historic buildings located in Cranbury.

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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 $15,622

Program Service Revenue $1,547

Investment Income $25,102

Other Revenue $9,594

TOTAL REVENUE $51,865

Expense Breakdown

Grants Paid $500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,923

Other Expenses $52,462

TOTAL EXPENSES $52,962

Year-over-Year Comparison

	2023	2022	Change
Revenue	$51,865	$134,446	-0.6%
Expenses	$52,962	$61,353	-0.1%
Net Income	$-1,097	$73,093	-1.0%

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

N/A

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
Jo D Andrews	President	3.00	Officer	$0	$0	$0
Audrey Smith	Vice President	5.00	Officer	$0	$0	$0
Robert Dreyling	Treasurer	5.00	Officer	$0	$0	$0
Jennifer Suttmeier	Recording Secretary	1.00	Officer	$0	$0	$0
Karen Kelley	Museum Curator	10.00	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	No data	No data	No data	No data
2023	$51,865	$52,962	$972,565	$-1,097
2022	$134,446	$61,353	$884,559	$73,093
2021	$136,735	$89,594	$1,101,522	$47,141
2020	$110,038	$70,413	$1,056,495	$39,625
2019	$45,470	$133,542	$850,768	$-88,072
2018	$57,105	$47,067	$783,790	$10,038

Cranbury Historical & Preservation Society