HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA INC (EIN 590968005) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1941

Legal Domicile

Phone

3053751492

Tax Period

2023-10-01 to 2024-09-30

HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA INC, founded in 1941, is a community nonprofit that reported $3.8M in total revenue in fiscal year 2023. Expenses of $4.4M exceeded revenue, resulting in a 17% operating deficit.

Mission

HISTORYMIAMI MUSEUM SAFEGUARDS AND SHARES MIAMI STORIES TO FOSTER LEARNING, INSPIRE A SENSE OF PLACE, AND CULTIVATE AN ENGAGED COMMUNITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,357,993

Program Service Revenue $304,583

Investment Income $89,291

Other Revenue $39,095

TOTAL REVENUE $3,790,962

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,080,817

Fundraising Expenses $573,996

Program Expenses $3,351,543

Other Expenses $1,354,667

TOTAL EXPENSES $4,435,484

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,790,962	$3,954,312	0.0%
Expenses	$4,435,484	$4,573,258	0.0%
Net Income	$-644,522	$-618,946	+0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$666,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEX A DOMINGUEZ	BOARD SECRETARY	2.0	Officer Director	$0	$0	$0
JOE JIMENEZ	BOARD TREASURER	2.0	Officer Director	$0	$0	$0
JOHN K SHUBIN	BOARD CHAIR	10.0	Officer Director	$0	$0	$0
MICHAEL D GOLD	BOARD VICE CHAIR	5.0	Officer Director	$0	$0	$0
BRIAN BARROSO	TRUSTEE	1.0	Director	$0	$0	$0
CHRISTINA CUERVO	TRUSTEE	1.0	Director	$0	$0	$0
DR WALTER THOMAS RICHARDSON	TRUSTEE	1.0	Director	$0	$0	$0
ELISSA VANAVER	AT-LARGE	1.0	Director	$0	$0	$0
ELIZABETH JOHNSON	TRUSTEE	1.0	Director	$0	$0	$0
IRIS GUZMAN KOLAYA	TRUSTEE	1.0	Director	$0	$0	$0
JACQUELIN TOUZET	TRUSTEE	1.0	Director	$0	$0	$0
JORGE GONZALEZ	TRUSTEE	1.0	Director	$0	$0	$0
LEIGHTON BROWN	TRUSTEE	1.0	Director	$0	$0	$0
MARK GRAFTON	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL WEISER	IMMEDIATE PAST BOARD CHAIR	2.0	Director	$0	$0	$0
RONALD E FRAISER	AT-LARGE	1.0	Director	$0	$0	$0
STEPHEN WEBER	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL KNOLL	VP. OF STRATEGIC INITIATIVES	40.0	Officer	$161,198	$20,100	$181,298
NATALIA CRUJEIRAS	CEO & EXECUTIVE DIRECTOR	40.0	Officer	$301,482	$18,705	$320,187
STEFANIE FORNARIS	DIRECTOR OF FINANCE	40.0	Officer	$149,755	$14,760	$164,515
MICHELE REESE	SENIOR DIRECTOR OF MARKETING	40.0	Highest	$129,616	$14,944	$144,560

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	$3,790,962	$4,435,484	$2,388,554	$-644,522
2023	$3,954,312	$4,573,258	$3,065,697	$-618,946
2022	$3,712,224	$4,002,196	$3,609,721	$-289,972
2021	$3,833,962	$3,538,513	$4,170,200	$295,449
2020	$5,881,071	$5,290,875	$3,462,748	$590,196
2019	$5,426,413	$5,600,893	$2,536,186	$-174,480
2018	$5,586,943	$5,359,081	$2,534,091	$227,862

HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA INC