THE TAMPA BAY HISTORY CENTER FOUNDATION INC (EIN 202900795) - 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

2005

Legal Domicile

Principal Officer

AUDREY CHAPUIS

Phone

8132280097

Tax Period

2024-10-01 to 2025-09-30

THE TAMPA BAY HISTORY CENTER FOUNDATION INC, founded in 2005, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.3M in total revenue in fiscal year 2024. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $765K, a strong 33% operating margin.

Mission

TO PROVIDE SUPPORT FOR THE CHARITABLE OPERATIONS OF THE TAMPA BAY HISTORY CENTER, INC.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $2,349,419

Other Revenue $0

TOTAL REVENUE $2,349,419

Expense Breakdown

Grants Paid $1,465,737

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,465,737

Other Expenses $118,579

TOTAL EXPENSES $1,584,316

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,349,419	$1,479,678	+0.6%
Expenses	$1,584,316	$1,700,361	-0.1%
Net Income	$765,103	$-220,683	-4.5%

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

$478,887

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNETH SOUZA	PRESIDENT	2.00	Officer Director	$0	$0	$0
JANET NICHOLS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CORLISS TAYLOR	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
PAUL L WHITING JR	PAST PRESIDENT	2.00	Director	$0	$0	$0
CAMERON A CASSEDY	TRUSTEE	2.00	Director	$0	$0	$0
LUCAS DEVICENTE	TRUSTEE	2.00	Director	$0	$0	$0
R JAMES ROBBINS JR	TRUSTEE	2.00	Director	$0	$0	$0
BET SNYDER	TRUSTEE	2.00	Director	$0	$0	$0
JOHN TOUCHTON	TRUSTEE	2.00	Director	$0	$0	$0
C J ROBERTS	PRESIDENT & CEO (THRU 4/30/25)	2.00	Officer	$0	$42,998	$340,398
MARIA STEIJLEN	CFO	2.00	Officer	$0	$29,896	$138,489

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	$2,349,419	$1,584,316	$49,401,881	$765,103
2024	$1,479,678	$1,700,361	$45,169,653	$-220,683
2023	$1,173,993	$1,317,930	$37,494,989	$-143,937
2022	$1,484,816	$1,015,527	$33,823,268	$469,289
2021	$1,689,960	$309,383	$42,941,649	$1,380,577
2020	$859,388	$268,450	$35,864,738	$590,938
2019	$20,044,067	$549,185	$32,751,227	$19,494,882
2018	$321,098	$542,376	$12,907,720	$-221,278

THE TAMPA BAY HISTORY CENTER FOUNDATION INC