Long Beach Island Historical Association

EIN: 510200911 501(c)(3)

Beach Haven, NJ

Total Revenue
$81,525
Total Expenses
$66,655
Total Assets
$795,680
Net Assets
$795,658
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1975
Legal Domicile
NJ
Principal Officer
Denise Cleveland
Phone
6094920700
Tax Period
2023-01-01 to 2023-12-31

Long Beach Island Historical Association, founded in 1975, is a micro nonprofit that reported $82K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $15K, a strong 18% operating margin.

Mission

Historical Association To research, gather, collect and perpetuate the history of Long Beach Island and to continue to record history of LBI and to collect, codify and maintain a collection

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $61,670
Program Service Revenue $6,763
Investment Income $1,034
Other Revenue $12,058
TOTAL REVENUE $81,525

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $4,407
Program Expenses $52,553
Other Expenses $66,655
TOTAL EXPENSES $66,655

Year-over-Year Comparison

2023 2022 Change
Revenue $81,525 $65,970 +0.2%
Expenses $66,655 $49,240 +0.4%
Net Income $14,870 $16,730 -0.1%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
17
Independent Members
17
Employees
N/A
Volunteers
60

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
5
$0
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Denise Cleveland President 20.00
Officer
$0 $0 $0
Jamie Ciardelli Vice President 2.00
Officer
$0 $0 $0
John Fee Media & Communications 2.00
Officer
$0 $0 $0
Rob Roy Recording Sec 2.00
Officer
$0 $0 $0
William Appelget Treasurer 10.00
Officer
$0 $0 $0
Kay Donnelly Trustee 0.00
Director
$0 $0 $0
Keith DeSena Trustee 0.00
Director
$0 $0 $0
Suzette Whiting Trustee 0.00
Director
$0 $0 $0
Jeanette Lloyd Trustee 0.00
Director
$0 $0 $0
Tracey Anderson Trustee 0.00
Director
$0 $0 $0
Nancy Kunz Trustee 0.00
Director
$0 $0 $0
Diane Roy Trustee 0.00
Director
$0 $0 $0
Christina Alencewicz Trustee 0.00
Director
$0 $0 $0
Toni Gamils Trustee 0.00
Director
$0 $0 $0
Ellen Kehr Trustee 0.00
Director
$0 $0 $0
Carol Kirby Trustee 0.00
Director
$0 $0 $0
Jean Nelson Trustee 0.00
Director
$0 $0 $0
Ronn Marr Past President 0.00
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 No data No data No data No data
2024 No data No data No data No data
2023 $81,525 $66,655 $795,680 $14,870
2022 $65,970 $49,240 $780,942 $16,730
2021 $66,183 $58,545 $764,114 $7,638
2020 $76,884 $41,090 $756,428 $35,794
2019 $70,694 $56,839 $720,715 $13,855
2018 $70,002 $67,151 $706,828 $2,851
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