Moclips by the Sea Historical Society (EIN 861060439) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

Lee Marriott

Phone

3602764441

Tax Period

2024-01-01 to 2024-12-31

Moclips by the Sea Historical Society, founded in 1980, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $89K in total revenue in fiscal year 2024. Revenue fell 85% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $36K, a strong 41% operating margin.

Mission

Promote tourism to help businesses in the area preserve historical items and education

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $99,793

Program Service Revenue $0

Investment Income $-11,171

Other Revenue $0

TOTAL REVENUE $88,622

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,500

Fundraising Expenses $0

Program Expenses $52,312

Other Expenses $47,812

TOTAL EXPENSES $52,312

Year-over-Year Comparison

	2024	2023	Change
Revenue	$88,622	$579,485	-0.8%
Expenses	$52,312	$65,971	-0.2%
Net Income	$36,310	$513,514	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$4,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lee Marriott	President	10.00	Director	$0	$0	$0
Carla Kelly	Treasurer	5.00	Director	$0	$0	$0
Donna Morse	Director	5.00	Director	$0	$0	$0
Kelly Calhoun	Director/Curator	5.00	Director	$4,500	$0	$4,500
Wayne Skinner	Director	5.00	Director	$0	$0	$0
Kay McCaslin	Director	5.00	Director	$0	$0	$0
Robert Curtwright	Director	5.00	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	$88,622	$52,312	$1,102,660	$36,310
2023	$579,485	$65,971	$1,047,541	$513,514

Moclips by the Sea Historical Society