ORMOND BEACH HISTORICAL SOCIETY INC (EIN 510199398) - 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

1976

Legal Domicile

Principal Officer

MARY SMITH

Phone

3866777005

Tax Period

2024-01-01 to 2024-12-31

ORMOND BEACH HISTORICAL SOCIETY INC, founded in 1976, is a small nonprofit that reported $197K in total revenue in fiscal year 2024. Expenses of $231K exceeded revenue, resulting in a 17% operating deficit.

Mission

ORMOND BEACH FLORIDA HAS A RICH HISTORY. THE ORMOND BEACH HISTORICAL SOCIETY'S MISSION IS TO SHARE THIS RICH HISTORY OF ORMOND BEACH THROUGH EDUCATION AND PRESERVATION OF HISTORIC BUILDINGS, SITES AND MEMORABILIA.

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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 $84,742

Program Service Revenue $17,579

Investment Income $19,077

Other Revenue $75,617

TOTAL REVENUE $197,015

Expense Breakdown

Grants Paid $0

Salaries & Benefits $80,990

Fundraising Expenses $0

Program Expenses $190,707

Other Expenses $150,006

TOTAL EXPENSES $230,996

Year-over-Year Comparison

	2024	2023	Change
Revenue	$197,015	$196,250	+0.0%
Expenses	$230,996	$234,604	0.0%
Net Income	$-33,981	$-38,354	-0.1%

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

100

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY SMITH	PRESIDENT	N/A	Officer Director	$0	$0	$0
JANE FIFER	FIRST VICE P	N/A	Officer Director	$0	$0	$0
JAMES GEIS	2ND VICE PRE	N/A	Officer Director	$0	$0	$0
STACEY SIMMONS	TREASURER	N/A	Officer Director	$0	$0	$0
RICH COOPER	TREASURER	N/A	Officer Director	$0	$0	$0
CAROL BIGELOW	DIRECTOR	N/A	Director	$0	$0	$0
JOY BROWN	DIRECTOR	N/A	Director	$0	$0	$0
BOBBI COLEMAN	DIRECTOR	N/A	Director	$0	$0	$0
BILL DENNY	DIRECTOR	N/A	Director	$0	$0	$0
PATTY GERTENBACH	DIRECTOR	N/A	Director	$0	$0	$0
BILL HOOVER	DIRECTOR	N/A	Director	$0	$0	$0
MIA JAMES	DIRECTOR	N/A	Director	$0	$0	$0
ANASTASIA KOLODZIK	DIRECTOR	N/A	Director	$0	$0	$0
CATHERINE ROOT	DIRECTOR	N/A	Director	$0	$0	$0
JOAN SKIRDE	DIRECTOR	N/A	Director	$0	$0	$0
SHIRLEY STOVER	DIRECTOR	N/A	Director	$0	$0	$0
PAM WOODSOME	DIRECTOR	N/A	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	No data	No data	No data	No data
2024	$197,015	$230,996	$952,999	$-33,981
2023	$196,250	$234,604	$978,239	$-38,354
2022	$54,238	$62,465	$1,020,218	$-8,227
2022	$301,417	$237,886	$1,028,996	$63,531
2021	$153,969	$215,489	$998,400	$-61,520
2019	$283,445	$266,716	$630,966	$16,729
2018	$164,144	$167,570	$597,886	$-3,426

ORMOND BEACH HISTORICAL SOCIETY INC