CAVALLA HISTORICAL FOUNDATION

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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

1999

Legal Domicile

Principal Officer

BRIAN ABUGEL

Phone

7134480837

Tax Period

2025-01-01 to 2025-12-31

CAVALLA HISTORICAL FOUNDATION, founded in 1999, is a small nonprofit in the Arts, Culture & Humanities sector that reported $946K in total revenue in fiscal year 2025. Net assets of $5.6M represent 71 months of operating reserves.

Mission

TO PROVIDE UNIQUE HISTORICAL, EDUCATIONAL, AND PATRIOTIC EXPERIENCES OF UNDERSEA WARFARE. TO RESTORE AND PRESERVE TWO OF THE NATION'S WW2-ERA SHIPS AND PROMOTE THE LEGACY OF THOSE WHO SERVED ABOARD SUBMARINES AND ANTI- SUBMARINE VESSELS THROUGH TOURS AND EDUCATIONAL PRESENTATIONS.

Program Service Accomplishments

Program 1

Expenses: $875,639 Revenue: $809,902

THE OPERATION, RESTORATION, PRESERVATION, PROMOTION AND MAINTENANCE OF THE USS CAVALLA SUBMARINE AND USS STEWART DESTROYER ESCORT. SLEEPOVER PROGRAM ALLOWS YOUTH GROUPS TO LEARN ABOUT THE USS CAVALLA & USS STEWART THROUGH AN OVERNIGHT EDUCATIONAL/STEM BASED EXPERIENCE. THIS PROGRAM CATERS TO SCOUTING PROGRAMS AND THROUGH PUBLIC, PRIVATE AND HOMESCHOOL GROUPS. OPERATION OF SOUVENIR GIFT SHOP.

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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 $25,853

Program Service Revenue $809,902

Investment Income $7,143

Other Revenue $103,123

TOTAL REVENUE $946,021

Expense Breakdown

Grants Paid $0

Salaries & Benefits $450,069

Fundraising Expenses $0

Program Expenses $875,639

Other Expenses $478,205

TOTAL EXPENSES $928,274

Year-over-Year Comparison

	2025	2024	Change
Revenue	$946,021	$896,181	+0.1%
Expenses	$928,274	$816,213	+0.1%
Net Income	$17,747	$79,968	-0.8%

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
BRIAN ABUGEL	CHAIRMAN/CEO	15.00	Officer Director	$0	$0	$0
DAVID ANDERSON	VICE PRES/DI	6.00	Officer Director	$0	$0	$0
STEPHEN BAUERBAND	TREASURER/DI	5.00	Officer Director	$0	$0	$0
DON GRAVES	DIRECTOR	0.50	Director	$0	$0	$0
BILL GRIM	DIRECTOR	6.00	Director	$0	$0	$0
ALFRED HORN	DIRECTOR	1.00	Director	$0	$0	$0
URS SCHMID	DIRECTOR	2.00	Director	$0	$0	$0
BRUCE TALBOT	SECRETARY/DI	1.50	Officer 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	$946,021	$928,274	$5,682,081	$17,747
2024	No data	No data	No data	No data
2023	$121,749	$163,974	$5,688,585	$-42,225
2022	$827,130	$724,636	$5,937,538	$102,494
2021	$660,302	$439,875	$5,524,930	$220,427
2020	$147,803	$294,430	$5,406,990	$-146,627