Boca Raton Historical Society Inc

EIN: 232704416 501(c)(3) Arts, Culture & Humanities

Boca Raton, FL

Total Revenue
$878,274
Total Expenses
$1,121,689
Total Assets
$9,740,136
Net Assets
$9,709,158
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1972
Legal Domicile
FL
Principal Officer
Mary Csar
Phone
5613956766
Tax Period
2024-10-01 to 2025-09-30

Boca Raton Historical Society Inc, founded in 1972, is a small nonprofit in the Arts, Culture & Humanities sector that reported $878K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $1.1M exceeded revenue, resulting in a 28% operating deficit.

Mission

Conservation, curatorial and educational programs which diseminate information regarding the history of the city of Boca Raton, Florida.

Program Service Accomplishments

Program 1
Expenses: $539,365

Conservation, curatorial and educational programs which diseminate information regarding the history of the city of Boca Raton,Florida.

Program 2
Expenses: $427,344

Preservation and maintenance of historical exhibit collections and archives of photo collections in the museum for educational purposes.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $666,300
Program Service Revenue $71,349
Investment Income $116,248
Other Revenue $24,377
TOTAL REVENUE $878,274

Expense Breakdown

Grants Paid $0
Salaries & Benefits $363,349
Fundraising Expenses $76,586
Program Expenses $966,709
Other Expenses $758,340
TOTAL EXPENSES $1,121,689

Year-over-Year Comparison

2024 2023 Change
Revenue $878,274 $928,761 -0.1%
Expenses $1,121,689 $1,061,700 +0.1%
Net Income $-243,415 $-132,939 +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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Governance

Voting Members
5
Independent Members
5
Employees
7
Volunteers
58

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
5
$106,000
Total Directors
24
$106,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Mary Csar Executive Director 40.00
Officer Director
$106,000 $0 $106,000
Denise Alman President 1.00
Officer Director
$0 $0 $0
Jesse Cordoba Treasurer 1.00
Officer Director
$0 $0 $0
Olivia Hollaus Director 1.00
Officer Director
$0 $0 $0
Lauri Saunders Secretary 1.00
Officer Director
$0 $0 $0
Laurie Applewhite Director 1.00
Director
$0 $0 $0
Leann Berman Director 1.00
Director
$0 $0 $0
Katrina Carter-Tellson Director 1.00
Director
$0 $0 $0
Steve Constantive Director 1.00
Director
$0 $0 $0
Sal DAmico Director 1.00
Director
$0 $0 $0
Rebecca Demonte Director 1.00
Director
$0 $0 $0
Daniel Dickenson Director 1.00
Director
$0 $0 $0
Terry Fedele Director 1.00
Director
$0 $0 $0
Athena Gounis Director 1.00
Director
$0 $0 $0
Lisbeth Heggerick Director 1.00
Director
$0 $0 $0
Baraba Heine Director 1.00
Director
$0 $0 $0
Arlene Herson Director 1.00
Director
$0 $0 $0
Gloria Hosh Director 1.00
Director
$0 $0 $0
Zoe Lanham Director 1.00
Director
$0 $0 $0
Holly Meehan Director 1.00
Director
$0 $0 $0
Brad Mitchell Director 1.00
Director
$0 $0 $0
Phyllis Robinson Director 1.00
Director
$0 $0 $0
Snyder Emily Director 1.00
Director
$0 $0 $0
Karen Sweetapple Director 1.00
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
2025 $878,274 $1,121,689 $9,740,136 $-243,415
2024 $928,761 $1,061,700 $9,763,155 $-132,939
2023 $3,081,705 $897,537 $9,222,272 $2,184,168
2021 $843,185 $519,368 $6,450,942 $323,817
2020 $2,506,048 $665,836 $6,286,501 $1,840,212
2019 $867,846 $793,085 $4,127,317 $74,761
2018 $618,873 $820,238 $3,977,116 $-201,365
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