Cape Charles Historical Society

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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

1986

Legal Domicile

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 $75K in total revenue in fiscal year 2025. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $23K, a strong 31% 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.

Program Service Accomplishments

Program 1

Expenses: $42,370 Revenue: $47,934

All other program services

Program 2

Expenses: $9,087 Revenue: $26,908

Museum expended funds for two community fundraising events, an Oyster Roast and a Seafood Sale. These events achieve the museums exempt purposes of fostering community spirit and interst in the...

Museum expended funds for two community fundraising events, an Oyster Roast and a Seafood Sale. These events achieve the museums exempt purposes of fostering community spirit and interst in the museum and using the museum building and grounds for fundraising and other events.

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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 (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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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

N/A

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
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