CAPE MAY COUNTY HISTORICAL AND GENEALOGICAL SOCIETY (EIN 237357669) - 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

1927

Legal Domicile

Principal Officer

F NATHAN DOUGHTY JR

Phone

6094653535

Tax Period

2023-01-01 to 2023-12-31

CAPE MAY COUNTY HISTORICAL AND GENEALOGICAL SOCIETY, founded in 1927, is a small nonprofit that reported $105K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $92K left a modest 13% surplus.

Mission

TO PRESERVE THE DIVERSE HISTORY OF CAPE MAY COUNTY FOR THE EDUCATION, ENLIGHTMENT AND PLEASURE OF PRESENT AND FUTURE GENERATIONS.

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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 $84,233

Program Service Revenue $8,481

Investment Income $3,727

Other Revenue $8,665

TOTAL REVENUE $105,106

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,778

Fundraising Expenses $0

Program Expenses $64,899

Other Expenses $90,146

TOTAL EXPENSES $91,924

Year-over-Year Comparison

	2023	2022	Change
Revenue	$105,106	$89,633	+0.2%
Expenses	$91,924	$71,529	+0.3%
Net Income	$13,182	$18,104	-0.3%

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

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
NATE DOUGHTY	PRESIDENT	2.00	Officer	$0	$0	$0
BOBBI HORNBECK	VICE PRESIDENT	2.00	Officer	$0	$0	$0
CURT CORSON	TREASURER	2.00	Officer	$0	$0	$0
SUSAN MICHAELSON	SECRETARY	2.00	Officer	$0	$0	$0
STANLEY SPERLAK	TRUSTEE	2.00	Director	$0	$0	$0
HOWARD AARONSON	TRUSTEE	2.00	Director	$0	$0	$0
JUSTIN TURNER ESQ	TRUSTEE	2.00	Director	$0	$0	$0
BARBARA WHITLOCK	TRUSTEE	2.00	Director	$0	$0	$0
CHUCK BARATO	TRUSTEE	2.00	Director	$0	$0	$0
PHIL HECK	TRUSTEE	2.00	Director	$0	$0	$0
JACQUELYN KYLE	TRUSTEE	2.00	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
2024	No data	No data	No data	No data
2023	$105,106	$91,924	$322,116	$13,182
2022	$89,633	$71,529	$308,934	$18,104
2021	$51,618	$69,260	$295,630	$-17,642
2020	$82,897	$109,877	$308,472	$-26,980
2019	$90,195	$144,474	$336,510	$-54,279
2018	$100,135	$205,132	$389,731	$-104,997

CAPE MAY COUNTY HISTORICAL AND GENEALOGICAL SOCIETY