SANIBEL HISTORICAL MUSEUM & VILLAGE INC (EIN 142003090) - Form 990 Financial Analysis & Trantor Score

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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

2007

Legal Domicile

Principal Officer

PAM MINER

Phone

2394724648

Tax Period

2023-10-01 to 2024-09-30

SANIBEL HISTORICAL MUSEUM & VILLAGE INC, founded in 2007, is a small nonprofit in the Arts, Culture & Humanities sector that reported $331K in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $111K, a strong 34% operating margin.

Mission

OUR MISSION IS TO PRESERVE, SHARE, AND CELEBRATE SANIBEL'S HISTORY. OUR GOAL IS TO FOSTER AN UNDERSTANDING OF AND APPRECIATION OF THE HISTORY OF SANIBEL, TO ACT AS A RESOURCE FOR VARIOUS CULTURAL AND EDUCATIONAL ORGANIZATIONS AND INSTITUTIONS, AS WELL AS TO ENCOURAGE THE PRESERVATION, MAINTENANCE, AND COMPATIBLE RE-USE OF SANIBEL'S HISTORIC RESOURCES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $270,724

Program Service Revenue $28,757

Investment Income $39,989

Other Revenue $-8,705

TOTAL REVENUE $330,765

Expense Breakdown

Grants Paid $0

Salaries & Benefits $91,906

Fundraising Expenses $51,749

Program Expenses $98,937

Other Expenses $127,940

TOTAL EXPENSES $219,846

Year-over-Year Comparison

	2023	2022	Change
Revenue	$330,765	$482,730	-0.3%
Expenses	$219,846	$148,921	+0.5%
Net Income	$110,919	$333,809	-0.7%

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

$46,058

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK HARMON	EXECUTIVE DI	40.00	Officer	$46,058	$0	$46,058
SYBIL APPELL	DIRTECTOR	1.00	Director	$0	$0	$0
VIRGINIA DARBY	DIRECTOR	1.00	Director	$0	$0	$0
BONNIE FRANKEL	DIRECTOR	7.00	Director	$0	$0	$0
JANE JENSEN	SECRETARY	3.00	Officer Director	$0	$0	$0
TY SYMROSKI JR	PRESIDENT	5.00	Officer Director	$0	$0	$0
JAMES LAVELLE	TREASURER	3.00	Officer Director	$0	$0	$0
JOHN MCGRATH	DIRECTOR	1.00	Director	$0	$0	$0
GAIL MIGLIORI	DIRECTOR	1.00	Director	$0	$0	$0
MARY MILLER	PRESIDENT	5.00	Officer Director	$0	$0	$0
CELINA KERSH MONTE-SANTO	DIRECTOR	2.00	Director	$0	$0	$0
JEFF MUDDELL	DIRECTOR	3.00	Director	$0	$0	$0
NANCY SIEGEL	DIRECTOR	2.50	Director	$0	$0	$0
TRACEY TENNEY	DIRECTOR	1.00	Director	$0	$0	$0
PAM MINER	EXEC DIRECTO	40.00	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
2024	$330,765	$219,846	$1,563,015	$110,919
2022	$461,501	$348,542	$843,772	$112,959
2021	$219,990	$249,852	$1,034,162	$-29,862
2020	$340,520	$258,594	$951,121	$81,926
2019	$332,118	$232,061	$840,615	$100,057

SANIBEL HISTORICAL MUSEUM & VILLAGE INC