ST PETERSBURG HISTORICAL SOCIETY (EIN 590809627) - 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

1920

Legal Domicile

Principal Officer

GRAHAM JACKSON

Phone

7278941052

Tax Period

2024-04-01 to 2025-03-31

ST PETERSBURG HISTORICAL SOCIETY, founded in 1920, is a small nonprofit that reported $687K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $933K exceeded revenue, resulting in a 36% operating deficit.

Mission

THE HISTORICAL SOCIETY OPERATES THE ST. PETERSBURG MUSEUM OF HISTORY AND SHARES FLORIDA'S STORIES AS THE HUB OF SCHOLARSHIP AND LEARNING TO INSPIRE, ENTERTAIN, AND PROMOTE CIVIC ENGAGEMENT.

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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 $342,846

Program Service Revenue $98,893

Investment Income $57,123

Other Revenue $188,382

TOTAL REVENUE $687,244

Expense Breakdown

Grants Paid $158,554

Salaries & Benefits $413,884

Fundraising Expenses $44,193

Program Expenses $771,224

Other Expenses $361,001

TOTAL EXPENSES $933,439

Year-over-Year Comparison

	2024	2023	Change
Revenue	$687,244	$822,345	-0.2%
Expenses	$933,439	$991,128	-0.1%
Net Income	$-246,195	$-168,783	+0.5%

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

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

$68,202

Total Directors

$4,123

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GRAHAM JACKSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
DANIEL MAGERAS	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
LEE ALLEN	TREASURER	4.00	Officer Director	$0	$0	$0
ALICIA ELKINS	SECRETARY	2.00	Officer Director	$0	$0	$0
KATIE RAMSBERGER	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
AMY ANDERSON	TRUSTEE	2.00	Director	$0	$0	$4,123
JOHN BROSHEARS	TRUSTEE	2.00	Director	$0	$0	$0
STEPHANIE CHILL	TRUSTEE	2.00	Director	$0	$0	$0
PEYTON DONALD	TRUSTEE	2.00	Director	$0	$0	$0
HEATHER DUNCAN	TRUSTEE	2.00	Director	$0	$0	$0
HOWARD FINBERG	TRUSTEE	2.00	Director	$0	$0	$0
CAROLINE GORGA	TRUSTEE	2.00	Director	$0	$0	$0
SOPHIE GRAY	TRUSTEE	2.00	Director	$0	$0	$0
LESLIE HAFER	TRUSTEE	2.00	Director	$0	$0	$0
JENNIFER JOERN	TRUSTEE	2.00	Director	$0	$0	$0
BRYAN KING	TRUSTEE	2.00	Director	$0	$0	$0
KEVIN KING	TRUSTEE	2.00	Director	$0	$0	$0
TOM LOMBARDI	TRUSTEE	2.00	Director	$0	$0	$0
NICK MEZA	TRUSTEE	2.00	Director	$0	$0	$0
MARIA RISCO	TRUSTEE	2.00	Director	$0	$0	$0
DOUGLAS SMITH	TRUSTEE	2.00	Director	$0	$0	$0
GABRIEL TINARRO	TRUSTEE	2.00	Director	$0	$0	$0
AVERA WYNNE	TRUSTEE	2.00	Director	$0	$0	$0
RUI FARIAS	EXECUTIVE DI	N/A	Officer	$68,202	$0	$68,202

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	$687,244	$933,439	$4,555,760	$-246,195
2024	$822,345	$991,128	$5,074,285	$-168,783
2023	$908,047	$901,838	$5,535,684	$6,209
2022	$1,370,838	$679,897	$5,938,278	$690,941
2021	$622,262	$445,156	$5,552,816	$177,106
2020	$922,835	$419,727	$3,468,255	$503,108
2019	$758,811	$410,859	$3,168,713	$347,952
2018	$415,087	$482,965	$2,879,282	$-67,878

ST PETERSBURG HISTORICAL SOCIETY