FLORIDA KEYS HISTORY AND DISCOVERY FOUNDATION INC (EIN 461936911) - 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

2013

Legal Domicile

Principal Officer

RICH RUSSELL

Phone

3059222237

Tax Period

2022-07-01 to 2023-06-30

FLORIDA KEYS HISTORY AND DISCOVERY FOUNDATION INC, founded in 2013, is a small nonprofit in the Arts, Culture & Humanities sector that reported $476K in total revenue in fiscal year 2022. Revenue decreased 16% compared to the prior year. Expenses of $581K exceeded revenue, resulting in a 22% operating deficit.

Mission

MISSION IS TO SUPPORT A WORLD CLASS HISTORY AND DISCOVERY CENTER THAT ACCURATELY REFLECTS OUR FLORIDA KEYS IN A MULTIFACETED AND INTERACTIVE ENVIRONMENT.

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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 (2022)

Revenue Breakdown

Contributions & Grants $190,931

Program Service Revenue $244,392

Investment Income $33,179

Other Revenue $7,134

TOTAL REVENUE $475,636

Expense Breakdown

Grants Paid $0

Salaries & Benefits $175,868

Fundraising Expenses $25,279

Program Expenses $277,325

Other Expenses $405,076

TOTAL EXPENSES $580,944

Year-over-Year Comparison

	2022	2021	Change
Revenue	$475,636	$567,038	-0.2%
Expenses	$580,944	$544,966	+0.1%
Net Income	$-105,308	$22,072	-5.8%

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

$85,833

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHAND LUCE	DIRECTOR	7.00	Director	$0	$0	$0
JUDY LAYNE	DIRECTOR	7.00	Director	$0	$0	$0
DON HORTON	DIRECTOR	7.00	Director	$0	$0	$0
ERIN MUIR	DIRECTOR	7.00	Director	$0	$0	$0
WHITNEY TRENTINE	DIRECTOR	7.00	Director	$0	$0	$0
GEORGE HERTEL	TREASURER	7.00	Officer Director	$0	$0	$0
LAUREN SOLIS	DIRECTOR	7.00	Director	$0	$0	$0
PHYLLIS MITCHELL	DIRECTOR	7.00	Director	$0	$0	$0
MICHEAL CROSBY	DIRECTOR	7.00	Director	$0	$0	$0
RICH RUSSELL	CHAIR	7.00	Officer Director	$0	$0	$0
KATE DELOACH	SECRETARY	7.00	Officer Director	$0	$0	$0
BOB LODGE	VICE CHAIR	7.00	Officer Director	$0	$0	$0
ROBERTO I ALONSO	DIRECTOR	7.00	Director	$0	$0	$0
BONNIE E BARNES	EXECUTIVE DIRECTOR	50.00	Officer	$85,833	$0	$85,833

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$475,636	$580,944	$670,469	$-105,308
2022	$567,038	$544,966	$1,146,834	$22,072
2021	$428,625	$430,506	$1,100,347	$-1,881
2020	$441,798	$576,700	$1,129,188	$-134,902
2019	$597,996	$572,741	$1,166,968	$25,255

FLORIDA KEYS HISTORY AND DISCOVERY FOUNDATION INC