Boca Raton Historical Society Inc (EIN 232704416) - 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

1972

Legal Domicile

Principal Officer

Mary Csar

Tax Period

2023-10-01 to 2024-09-30

Boca Raton Historical Society Inc, founded in 1972, is a small nonprofit in the Arts, Culture & Humanities sector that reported $929K in total revenue in fiscal year 2023. Revenue fell 70% from the prior year — a significant decline worth monitoring. Expenses of $1.1M exceeded revenue, resulting in a 14% operating deficit.

Mission

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

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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 $669,296

Program Service Revenue $140,557

Investment Income $111,065

Other Revenue $7,843

TOTAL REVENUE $928,761

Expense Breakdown

Grants Paid $0

Salaries & Benefits $333,533

Fundraising Expenses $74,283

Program Expenses $907,064

Other Expenses $728,167

TOTAL EXPENSES $1,061,700

Year-over-Year Comparison

	2023	2022	Change
Revenue	$928,761	$3,081,705	-0.7%
Expenses	$1,061,700	$897,537	+0.2%
Net Income	$-132,939	$2,184,168	-1.1%

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

$104,746

Total Directors

$104,746

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mary Csar	Executive Director	40.00	Officer Director	$104,746	$0	$104,746
Olivia Hollaus	President	1.00	Officer Director	$0	$0	$0
Lauri Saunders	Secretary	1.00	Officer Director	$0	$0	$0
Denise Alman	Vice President	1.00	Officer Director	$0	$0	$0
Jesse Cordoba	Treasurer	1.00	Officer 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	$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

Boca Raton Historical Society Inc