REHOBOTH BEACH HISTORICAL SOCIETY (EIN 510203755) - 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

1975

Legal Domicile

Principal Officer

GERALD BEAULIEU

Phone

3022274421

Tax Period

2023-01-01 to 2023-12-31

REHOBOTH BEACH HISTORICAL SOCIETY, founded in 1975, is a small nonprofit in the Arts, Culture & Humanities sector that reported $235K in total revenue in fiscal year 2023. Expenses of $281K exceeded revenue, resulting in a 20% operating deficit.

Mission

TO PERPETUATE THE MEMORY OF THOSE WHO CONTRIBUTED TO THE HISTORY OF REHOBOTH BEACH; TO OPERATE AND MAINTAIN REHOBOTH BEACH MUSEUMS IN ACCORDANCE WITH THE SOCIETY'S AGREEMENTS WITH THE CITY OF REHOBOTH BEACH; TO COLLECT AND PRESERVE HISTORICAL DOCUMENTS, RELICS AND ARTIFACTS FOR DISPLAY AND RESEARCH; TO FOSTER INTEREST AND KNOWLEDGE OF THE AREA'S HISTORIC PAST AMONG RESIDENTS AND VISITORS; TO ENCOURAGE THE RECOGNITION, PRESERVATION AND/OR RESTORATION OF HISTORIC STRUCTURES AND SITES IN REHOBOTH BEACH; AND TO ENCOURAGE AND PROMOTE PUBLIC PARTICIPATION IN THE PRESERVATION OF THE HISTORY, CULTURE, ARCHITECTURE AND SPECIAL CHARACTER OF REHOBOTH BEACH.

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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 $223,189

Program Service Revenue $0

Investment Income $1,164

Other Revenue $10,340

TOTAL REVENUE $234,693

Expense Breakdown

Grants Paid $0

Salaries & Benefits $106,556

Fundraising Expenses $10,319

Program Expenses $253,831

Other Expenses $174,663

TOTAL EXPENSES $281,219

Year-over-Year Comparison

	2023	2022	Change
Revenue	$234,693	$225,241	+0.0%
Expenses	$281,219	$295,118	0.0%
Net Income	$-46,526	$-69,877	-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

$39,364

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MURRAY ARCHIBALD	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA CLINK	DIRECTOR	1.00	Director	$0	$0	$0
JERRY CAPONE	DIRECTOR	1.00	Director	$0	$0	$0
GERRY BEAULIEU	TREASURER	15.00	Officer Director	$0	$0	$0
BARRY BRANDT	DIRECTOR	1.00	Director	$0	$0	$0
CARL PIERCE	DIRECTOR	1.00	Director	$0	$0	$0
JILL JUDD	SECRETARY	1.00	Director	$0	$0	$0
LYNN WILSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID MANN	PRESIDENT	5.00	Officer Director	$0	$0	$0
JACQUELINE DOLAN	DIRECTOR	1.00	Officer Director	$0	$0	$0
ALEX PAPAJOHN	DIRECTOR	1.00	Director	$0	$0	$0
JEFF FRIED	DIRECTOR	1.00	Director	$0	$0	$0
MICHELE SEILER	DIRECTOR	1.00	Director	$0	$0	$0
TRACY KELLY	DIRECTOR	1.00	Director	$0	$0	$0
ANNETTE STELLHORN	DIRECTOR	1.00	Director	$0	$0	$0
ROGER TRUITT	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN ZOLLAR	DIRECTOR	1.00	Director	$0	$0	$0
NANCY ALEXANDER	EXECUTIVE DIRECTOR	40.00	Officer	$39,364	$0	$39,364

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	$234,693	$281,219	$1,637,642	$-46,526
2022	$225,241	$295,118	$1,694,076	$-69,877
2021	$247,775	$245,544	$1,764,327	$2,231
2020	$159,542	$201,180	$1,777,029	$-41,638
2019	$191,067	$224,744	$1,793,163	$-33,677
2018	$239,628	$218,621	$1,826,840	$21,007

REHOBOTH BEACH HISTORICAL SOCIETY