Cape Charles Historical Society

EIN: 541410566 501(c)(3)

Cape Charles, VA

Total Revenue
$74,842
Total Expenses
$51,457
Total Assets
$850,185
Net Assets
$850,185
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
VA
Principal Officer
Russell A Dunton
Phone
7573311008
Tax Period
2025-01-01 to 2025-12-31

CAPE CHARLES HISTORICAL SOCIETY, founded in 1986, is a micro nonprofit that reported $58K in total revenue in fiscal year 2020. Revenue fell 34% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $31K, a strong 53% operating margin.

Mission

Building pride & awareness in the historic, technical & cultural diversity of Cape Charles & the Eastern Shore by creating a community educational center for its residents and by preserving local and regional historic structures and artifacts for tomorrow.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $66,568
Program Service Revenue $0
Investment Income $196
Other Revenue $8,078
TOTAL REVENUE $74,842

Expense Breakdown

Grants Paid $0
Salaries & Benefits $19,698
Fundraising Expenses $0
Program Expenses $51,457
Other Expenses $31,759
TOTAL EXPENSES $51,457

Year-over-Year Comparison

2025 2024 Change
Revenue $74,842 $68,519 +0.1%
Expenses $51,457 $84,614 -0.4%
Net Income $23,385 $-16,095 -2.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
21
Independent Members
21
Employees
N/A
Volunteers
30

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
4
$0
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jan Neville Director 3.00
Director
$0 $0 $0
Bill Neville Director 3.00
Director
$0 $0 $0
Mike Ash Director 3.00
Director
$0 $0 $0
Jennifer Ash Director 3.00
Director
$0 $0 $0
Barbara OHare Director 3.00
Director
$0 $0 $0
Raye Griffith Director 3.00
Director
$0 $0 $0
John Griffith Director 3.00
Director
$0 $0 $0
Jim Carnegie Director 3.00
Director
$0 $0 $0
Damion Geist Director 3.00
Director
$0 $0 $0
Ethan White Director 3.00
Director
$0 $0 $0
Butch Vest Director 3.00
Director
$0 $0 $0
Mary Beth Eye Director 3.00
Director
$0 $0 $0
Diane Moreno Director 3.00
Director
$0 $0 $0
Sonny Moreno Director 3.00
Director
$0 $0 $0
Amanda Dunton Director 3.00
Director
$0 $0 $0
Jean Hunt Steffens Director 3.00
Director
$0 $0 $0
Stacy Drake Director 3.00
Director
$0 $0 $0
Russell A Dunton President 9.00
Officer
$0 $0 $0
Carol Carnegie Vice President 3.00
Officer
$0 $0 $0
Dora Sullivan Treasurer 3.00
Officer
$0 $0 $0
Brittany Cannon Secretary 3.00
Officer
$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 $74,842 $51,457 $850,185 $23,385
2024 $68,519 $84,614 $826,800 $-16,095
2023 $69,219 $99,717 $842,895 $-30,498
2022 $66,759 $25,787 $873,393 $40,972
2021 $90,779 $25,673 $832,481 $65,106
2020 $58,250 $27,589 $767,375 $30,661
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