Cape Fear Museum Associates Inc (EIN 237210395) - 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

Toni Pence

Phone

9107984357

Tax Period

2024-07-01 to 2025-06-30

Cape Fear Museum Associates Inc, founded in 1970, is a small nonprofit in the Arts, Culture & Humanities sector that reported $326K in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $121K, a strong 37% operating margin.

Mission

To solicit and receive contributions for the county owned historical museum. To purchase and receive museum pieces and artifacts of local historical value. To support and assist in expanding the work of the museum.

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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 $233,413

Program Service Revenue $20,786

Investment Income $80,247

Other Revenue $-8,070

TOTAL REVENUE $326,376

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $40,084

Program Expenses $92,510

Other Expenses $205,743

TOTAL EXPENSES $205,743

Year-over-Year Comparison

	2024	2023	Change
Revenue	$326,376	$241,679	+0.4%
Expenses	$205,743	$316,608	-0.4%
Net Income	$120,633	$-74,929	-2.6%

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

N/A

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
Sara Izad	President	2.00	Officer Director	$0	$0	$0
Toni Pence	Vice President	2.00	Officer Director	$0	$0	$0
Susan Hanna	Secretary	2.00	Officer Director	$0	$0	$0
John Coble	Treasurer	2.00	Officer Director	$0	$0	$0
Katie Gloe	Past President	1.00	Director	$0	$0	$0
Amy Akers	Director	1.00	Director	$0	$0	$0
Kate Baynard	Director	1.00	Director	$0	$0	$0
Stuart Borrett	Director	1.00	Director	$0	$0	$0
Kathryn Brewer	Director	1.00	Director	$0	$0	$0
Robert Cameron Jr	Director	1.00	Director	$0	$0	$0
Ginny Dunn	Director	1.00	Director	$0	$0	$0
Carol Anne Durham	Director	1.00	Director	$0	$0	$0
Richard Formo	Director	1.00	Director	$0	$0	$0
Wheat Holt	Director	1.00	Director	$0	$0	$0
Girard Newkirk	Director	1.00	Director	$0	$0	$0
Chip Rajca	Director	1.00	Director	$0	$0	$0
Daniella Reina	Director	1.00	Director	$0	$0	$0
Ashley Smeaton	Director	1.00	Director	$0	$0	$0
Judy Thornton	Director	1.00	Director	$0	$0	$0
Jack Mills	Director	1.00	Director	$0	$0	$0
Dana Crater	Director	1.00	Director	$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
2025	$326,376	$205,743	$2,217,332	$120,633
2024	$241,679	$316,608	$1,826,860	$-74,929
2023	$364,952	$261,952	$1,716,338	$103,000
2022	$298,438	$98,896	$1,369,568	$199,542
2021	$243,362	$124,241	$1,466,266	$119,121
2020	$175,580	$109,086	$1,179,426	$66,494
2019	$288,945	$120,422	$1,087,769	$168,523
2018	$196,259	$141,388	$954,383	$54,871

Cape Fear Museum Associates Inc