CAPTAIN AVERY MUSEUM INC (EIN 521414082) - 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

1985

Legal Domicile

Principal Officer

ELAINA LILL UHL

Phone

4108674486

Tax Period

2023-07-01 to 2024-06-30

CAPTAIN AVERY MUSEUM INC, founded in 1985, is a small nonprofit in the Arts, Culture & Humanities sector that reported $205K in total revenue in fiscal year 2023. Revenue surged 65% from the prior year, signaling strong growth momentum. The organization ran a surplus of $61K, a strong 30% operating margin.

Mission

TO COLLECT, PRESERVE, AND SHARE LOCAL CHESAPEAKE HISTORY CELEBRATING THE CULTURE AROUND THE CHESAPEAKE BAY - PAST, PRESENT, AND FUTURE - THROUGH ORAL HISTORIES, COLLECTIONS, EXHIBITIONS, AND COMMUNITY OUTREACH.

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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 $79,757

Program Service Revenue $25,078

Investment Income $66,435

Other Revenue $34,111

TOTAL REVENUE $205,381

Expense Breakdown

Grants Paid $0

Salaries & Benefits $75,994

Fundraising Expenses $0

Program Expenses $120,536

Other Expenses $68,760

TOTAL EXPENSES $144,754

Year-over-Year Comparison

	2023	2022	Change
Revenue	$205,381	$124,562	+0.6%
Expenses	$144,754	$183,476	-0.2%
Net Income	$60,627	$-58,914	-2.0%

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

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
NICOLA SMITH-KEA	CHAIR	2.00	Officer Director	$0	$0	$0
VIRGINIA HENNINGS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
KATHY ROTONDARO	TREASURER	2.00	Officer Director	$0	$0	$0
BILL LAMBRECHT	SECRETARY	2.00	Officer Director	$0	$0	$0
BETH DENNISTON	DIRECTOR	2.00	Director	$0	$0	$0
DAVID DUPUIS	DIRECTOR	2.00	Director	$0	$0	$0
PAT FREIBERG	DIRECTOR	2.00	Director	$0	$0	$0
KATHLEEN LITCHFIELD	DIRECTOR	2.00	Director	$0	$0	$0
LEILA MACCARTHY	DIRECTOR	2.00	Director	$0	$0	$0
PEGGY ORIANI	DIRECTOR	2.00	Director	$0	$0	$0
PAUL RICKETT	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN STULL	DIRECTOR	2.00	Director	$0	$0	$0
JOHN WAKEMAN-LINN	DIRECTOR	2.00	Director	$0	$0	$0
TC MAGNOTTI	EMERITUS	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	$205,381	$144,754	$609,146	$60,627
2023	$124,562	$183,476	$600,474	$-58,914
2022	$95,489	$149,955	$704,270	$-54,466
2021	$134,546	$148,359	$779,686	$-13,813
2020	$172,839	$150,616	$748,169	$22,223
2019	$166,153	$245,448	$736,203	$-79,295
2018	$171,972	$161,610	$725,032	$10,362

CAPTAIN AVERY MUSEUM INC