Civic Intelligence

Cape May County Historical and Genealogical Society

990 • Fiscal year 2016 • EIN 23-7357669

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 28, 2017

504 North Route 9Cape May Court House, NJ 08210

(609) 465-3535

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

36th percentile

-1.6%

Higher net margin than 36% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

61st percentile

$40,830

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 21.7% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

16th percentile

-11%

Faster asset growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

91%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$568,604

Down $150,993 (-21%) from 2014

Net Assets

Down

$568,604

Down $139,669 (-20%) from 2014

Liabilities

Down

$0

Down $11,324 (-100%) from 2014

Revenue

Up

$187,990

Up $69,987 (+59%) from 2014

Expenses

Up

$191,019

Up $2,624 (+1.4%) from 2014

Net Income

Up

-$3,029

Up $67,363 (+96%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2013: $787,773Liabilities 2013: $12,582Net Assets 2013: $775,1912013Assets 2014: $719,597Liabilities 2014: $11,324Net Assets 2014: $708,2732014Assets 2016: $568,604Liabilities 2016: $0Net Assets 2016: $568,6042016Assets 2017: $494,728Liabilities 2017: $0Net Assets 2017: $494,7282017Assets 2018: $389,731Liabilities 2018: $0Net Assets 2018: $389,7312018Assets 2019: $336,510Liabilities 2019: $1,058Net Assets 2019: $335,4522019Assets 2020: $308,472Liabilities 2020: $0Net Assets 2020: $308,4722020Assets 2021: $295,630Liabilities 2021: $4,800Net Assets 2021: $290,8302021Assets 2022: $308,934Liabilities 2022: $0Net Assets 2022: $308,9342022Assets 2024: $369,365Liabilities 2024: $0Net Assets 2024: $369,3652024

Highlighted filing

2016

Assets$568,604
Liabilities$0
Net Assets$568,604

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2013: $107,827Expenses 2013: $95,280Net Income 2013: $12,5472013Revenue 2014: $118,003Expenses 2014: $188,395Net Income 2014: -$70,3922014Revenue 2016: $187,990Expenses 2016: $191,019Net Income 2016: -$3,0292016Revenue 2017: $98,142Expenses 2017: $172,018Net Income 2017: -$73,8762017Revenue 2018: $100,135Expenses 2018: $205,132Net Income 2018: -$104,9972018Revenue 2019: $90,195Expenses 2019: $144,474Net Income 2019: -$54,2792019Revenue 2020: $82,897Expenses 2020: $109,877Net Income 2020: -$26,9802020Revenue 2021: $51,618Expenses 2021: $69,260Net Income 2021: -$17,6422021Revenue 2022: $89,633Expenses 2022: $71,529Net Income 2022: $18,1042022Revenue 2024: $141,567Expenses 2024: $94,318Net Income 2024: $47,2492024

Highlighted filing

2016

Revenue$187,990
Expenses$191,019
Net Income-$3,029
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 28, 2017
Return Version
2016v3.0
Gross Receipts
$580,631
Mission and Program Overview

Mission

To preserve the diverse history of cape may county for the education, enlightenment and pleasure of present and future generations.

To perserve the diverse history of cape may county for the education, enlightenment and pleasure of present and future generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$20,872$314,950▲ $294,078
Land, Buildings, and Equipment, Net$194,958$191,051▼ $3,907
Investments in Publicly Traded Securities$148,299$52,842▼ $95,457
Intangible Assets$11,488$7,261▼ $4,227
Total Assets$637,757$568,604▼ $69,153
Other Assets Total$262,140$2,500▼ $259,640
Liabilities
Mortgage Notes Payable Secured by Investment Property$66,124$0▼ $66,124
Total Liabilities$66,124$0▼ $66,124
Net Assets / Fund Balance
Unrestricted Net Assets$571,633$568,604▼ $3,029
Total Net Assets Fund Balance$571,633$568,604▼ $3,029
Total Liabilities and Net Assets / Fund Balance$637,757$568,604▼ $69,153

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$26,992$199,408$226,400
Other Land Buildings$130,058$58,977$189,035
Land$34,001-$34,001
Equipment$0$22,949$22,949
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Donna MatalucciDirectorPT$40,830$40,830

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$197,607
Program Service Revenue
$20,263
Investment Income
$-29,235
Other Revenue
$-645
All Other Contributions
$96,907
Change in Net Assets
$-3,029
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$104,864
Other Expenses$86,155
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$51,076--$51,076
Current Officers, Directors, Trustees, and Key Employees$20,415$20,415-$40,830
Insurance$25,002--$25,002
Payroll Taxes$12,958--$12,958
Depreciation Depletion$12,034--$12,034
Fees for Services Accounting-$5,517-$5,517
All Other Expenses$3,444$186-$3,630
Office Expenses$2,788--$2,788
Advertising$2,681--$2,681
Other Expenses$1,950--$1,950
Interest$1,191--$1,191
Total Functional Expenses$164,901$26,118$0$191,019
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$19,716
Fundraising Gross Income$18,627
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Art Auction$18,627$18,627-$18,627
Total Events$18,627$18,627$19,716$-1,089
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The society is organized with members.

Form 990, Part VI, Section B, Line 11B

A copy of the return is provided to board members for review prior to submittal.

Form 990, Part VI, Section C, Line 19

Documents are available for public view at the society's business office.

Filing and Contact Details

Filer

Filer Name
Cape May County Historical and
EIN
23-7357669
Phone
6094653535
Address
504 NORTH ROUTE 9, CAPE MAY COURT HOUSE, NJ 08210

Signing Officer

Name
Howard Aaronson
Title
President
Phone
6094653535
Signed
2017-09-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Howard Aaronson
Formed
1927
Legal Domicile
Nj
Voting Board Members
12
Independent Board Members
12
Employees
5
Volunteers
0

Preparer

Firm
Friedman Llp
Address
327 CENTRAL AVENUE, LINWOOD, NJ 08221
Preparer
Audrey J Sherrick
Phone
6099272222
Supplemental Narrative

Financial Statement Notes

PART III, LINE 4:

Museum consists of a 1704 building, historic barn and carriage house. Each room is devoted to a subject or time, designed to showcase, inspire, and take visitors back in time. Acquisitions include many antiques, artifacts, tools, medical instruments, musical instruments, dolls and other toys, victorian era settings, furniture, draperies, appliances, place settings, pots, etc. Rooms include early american doctor's room, children's room, victorian sitting room, kitchen and dining area. The newest room pays homage to those who served our nation in war. Period pieces range from the revolutionary war up to and including our involvement in iraq and afghanistan.

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IRS990/PYSalariesCompEmpBnftPaidAmt0109021
IRS990/PYTotalExpensesAmt0209590
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt098563
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-3029
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt020707
IRS990/SavingsAndTempCashInvstGrp/BOYAmt020872
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0314950
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt099265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt032917
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt073292
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt045269
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt075481
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0326224
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01099
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010204
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03042
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010316
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04249
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt028910
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt020707
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt039744
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt040209
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0100660
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01099
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010204
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03042
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010316
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04249
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt028910
IRS990ScheduleA/InvestmentIncomeCYPct00.06340
IRS990ScheduleA/InvestmentIncomePYPct00.07380
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93660
IRS990ScheduleA/PublicSupportPY509Pct00.92620
IRS990ScheduleA/PublicSupportTotal509Amt0426884
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0119972
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt072661
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0113501
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045269
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt075481
IRS990ScheduleA/Total509Grp/TotalAmt0426884
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0121071
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt082865
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0116543
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt055585
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt079730
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0455794
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt026992
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0199408
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0226400
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022949
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt022949
IRS990ScheduleD/LandGrp/BookValueAmt034001
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt034001
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0130058
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt058977
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0189035
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MUSEUM CONSISTS OF A 1704 BUILDING, HISTORIC BARN AND CARRIAGE HOUSE. EACH ROOM IS DEVOTED TO A SUBJECT OR TIME, DESIGNED TO SHOWCASE, INSPIRE, AND TAKE VISITORS BACK IN TIME. ACQUISITIONS INCLUDE MANY ANTIQUES, ARTIFACTS, TOOLS, MEDICAL INSTRUMENTS, MUSICAL INSTRUMENTS, DOLLS AND OTHER TOYS, VICTORIAN ERA SETTINGS, FURNITURE, DRAPERIES, APPLIANCES, PLACE SETTINGS, POTS, ETC. ROOMS INCLUDE EARLY AMERICAN DOCTOR'S ROOM, CHILDREN'S ROOM, VICTORIAN SITTING ROOM, KITCHEN AND DINING AREA. THE NEWEST ROOM PAYS HOMAGE TO THOSE WHO SERVED OUR NATION IN WAR. PERIOD PIECES RANGE FROM THE REVOLUTIONARY WAR UP TO AND INCLUDING OUR INVOLVEMENT IN IRAQ AND AFGHANISTAN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0191051
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019716
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ART AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018627
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018627
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018627
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018627
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1089
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt019716
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt019716
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SOCIETY IS ORGANIZED WITH MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE RETURN IS PROVIDED TO BOARD MEMBERS FOR REVIEW PRIOR TO SUBMITTAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE FOR PUBLIC VIEW AT THE SOCIETY'S BUSINESS OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0637757
IRS990/TotalAssetsEOYAmt0568604
IRS990/TotalAssetsGrp/BOYAmt0637757
IRS990/TotalAssetsGrp/EOYAmt0568604
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0197607

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