LOXAHATCHEE RIVER HISTORICAL SOCIETY INC (EIN 237448343) - 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

KATRINA HELLER

Phone

5617478380

Tax Period

2024-01-01 to 2024-12-31

LOXAHATCHEE RIVER HISTORICAL SOCIETY INC, founded in 1972, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

THE ORGANIZATION OPERATES A LIGHTHOUSE/HISTORICAL SITE AND A HISORICAL MUSEUM IN JUPITER 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 (2024)

Revenue Breakdown

Contributions & Grants $780,499

Program Service Revenue $677,031

Investment Income $31,951

Other Revenue $193,283

TOTAL REVENUE $1,682,764

Expense Breakdown

Grants Paid $0

Salaries & Benefits $850,669

Fundraising Expenses $16,285

Program Expenses $1,548,315

Other Expenses $880,761

TOTAL EXPENSES $1,731,430

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,682,764	$1,527,909	+0.1%
Expenses	$1,731,430	$1,508,553	+0.1%
Net Income	$-48,666	$19,356	-3.5%

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

Volunteers

111

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

$119,123

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATRINA HELLER	Executive Dir.	40.00	Officer	$119,123	$0	$119,123
LORI HOUCHIN	Chairman	4.00	Officer Director	$0	$0	$0
CHRIS NIELSEN	Vice President	1.00	Officer Director	$0	$0	$0
LYNN STOCKFORD	Secretary	1.00	Director	$0	$0	$0
TROY FABY	Treasurer	1.00	Director	$0	$0	$0
RHONDA CLINTON	Director	1.00	Director	$0	$0	$0
SARA AYERS-RIGSBY	Director	1.00	Director	$0	$0	$0
KENNETH RUBIN	Director	1.00	Director	$0	$0	$0
ERIC BRUSH	Director	1.00	Director	$0	$0	$0
CHARLES JAMIESON	Director	1.00	Director	$0	$0	$0
JUSTIN HOWARD	Director	1.00	Director	$0	$0	$0
THOMAS HOBAN JR	Director	1.00	Director	$0	$0	$0
LORRAINE MCDONOUGH	Director	0.00	Director	$0	$0	$0
JIM MULLINAX	Director	0.00	Director	$0	$0	$0
KAY SCOTT	Director	0.00	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
2024	$1,682,764	$1,731,430	$1,179,035	$-48,666
2023	$1,527,909	$1,508,553	$1,131,939	$19,356
2022	$2,213,426	$2,172,632	$1,013,091	$40,794
2021	$1,767,468	$1,581,677	$984,899	$185,791
2020	$1,171,657	$1,121,922	$777,277	$49,735
2019	$1,550,520	$1,526,815	$813,645	$23,705
2018	$1,346,778	$1,240,734	$723,657	$106,044

LOXAHATCHEE RIVER HISTORICAL SOCIETY INC