HISTORICAL ASSOCIATION OF SOUTHERN… - Form 990 Financial Data

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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

1941

Legal Domicile

Principal Officer

NATALIA CRUJEIRAS

Phone

3053751492

Tax Period

2024-10-01 to 2025-09-30

HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA INC, founded in 1941, is a community nonprofit that reported $6.1M in total revenue in fiscal year 2024. Revenue surged 61% from the prior year, signaling strong growth momentum.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $5,199,320 Revenue: $119,943

RESEARCH, DESIGN, AND FABRICATE A VARIETY OF EXHIBITIONS ON AN ANNUAL BASIS TO SHOWCASE AND FEATURE ITEMS IN OUR COLLECTION AS WELL AS TRAVELING EXHIBITIONS WITH DIRECT TIES TO OUR CITY. WE MAINTAIN OUR ARCHIVAL AND OBJECTS COLLECTION AND RUN A PUBLIC RESEARCH CENTER WHICH IS ACCESSIBLE TO ANYONE.

Program 2

Revenue: $146,847

CHILDREN, YOUTH & FAMILY PROGRAMMING PROVIDES INTERACTIVE LEARNING EXPERIENCES THAT MAKE HISTORY COME ALIVE. THESE NO-/LOW-COST OFFERINGS INCLUDING SCHOOL PROGRAMS, FAMILY FUN DAY AND SENSORY DAY...

CHILDREN, YOUTH & FAMILY PROGRAMMING PROVIDES INTERACTIVE LEARNING EXPERIENCES THAT MAKE HISTORY COME ALIVE. THESE NO-/LOW-COST OFFERINGS INCLUDING SCHOOL PROGRAMS, FAMILY FUN DAY AND SENSORY DAY ENCOURAGE CRITICAL THINKING AND FAMILY-FOCUSED ACTIVITIES THAT FACILITATE INTERGENERATIONAL CONNECTION, WITH COMMUNITY STORIES AND HISTORY AS CATALYSTS. THESE THREE PROGRAMS SERVE NEARLY 20,000 INDIVIDUALS INCLUDING STUDENTS, EDUCATORS AND THOSE WITH DISABILITIES.

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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 $5,754,618

Program Service Revenue $266,790

Investment Income $21,453

Other Revenue $73,004

TOTAL REVENUE $6,115,865

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,429,446

Fundraising Expenses $821,878

Program Expenses $5,199,320

Other Expenses $3,257,824

TOTAL EXPENSES $6,687,270

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,115,865	$3,790,962	+0.6%
Expenses	$6,687,270	$4,435,484	+0.5%
Net Income	$-571,405	$-644,522	-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

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

$891,244

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACQUELIN TOUZET	AT LARGE	5.00	Officer Director	$0	$0	$0
ELISSA VANAVER	AT LARGE	5.00	Officer Director	$0	$0	$0
MICHAEL D GOLD	CHAIR	10.00	Officer Director	$0	$0	$0
CHRISTINA CUERVO	SECRETARY	2.00	Officer Director	$0	$0	$0
JOE JIMENEZ	TREASURER	2.00	Officer Director	$0	$0	$0
ALEX A DOMINGUEZ	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JOHN K SHUBIN	IMMEDIATE PAST BOARD CHAIR	5.00	Director	$0	$0	$0
RONALD E FRAISER	TRUSTEE	1.00	Director	$0	$0	$0
DREW BAILEY	TRUSTEE	1.00	Director	$0	$0	$0
LES PANTIN	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
MARK GRAFTON	TRUSTEE	1.00	Director	$0	$0	$0
SIXTO FERRO	TRUSTEE	1.00	Director	$0	$0	$0
LEIGHTON BROWN	TRUSTEE	1.00	Director	$0	$0	$0
DR WALTER THOMAS RICHARDSON	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN WEBER	TRUSTEE	1.00	Director	$0	$0	$0
BENJAMIN FELDMAN	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER KNIGHT	TRUSTEE	1.00	Director	$0	$0	$0
MARISA FORT	TRUSTEE	1.00	Director	$0	$0	$0
IRIS GUZMAN KOLAYA	TRUSTEE	1.00	Director	$0	$0	$0
JORGE GONZALEZ	TRUSTEE	1.00	Director	$0	$0	$0
NATALIA CRUJEIRAS	EXECUTIVE DIRECTOR	40.00	Officer	$262,568	$16,500	$279,068
MICHAEL KNOLL	VP OF STRATEGIC INITIATIVES	40.00	Officer	$166,072	$20,797	$186,869
STEFANIE FORNARIS	SR DIRECTOR OF FINANCE	40.00	Officer	$130,125	$16,203	$146,328
MICHELLE REESE	SR DIRECTOR OF MARKETING	40.00	Officer	$133,196	$14,943	$148,139
CORY WITHERSPOON	VP OF DEVELOPMENT	40.00	Officer	$109,367	$21,473	$130,840

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	$6,115,865	$6,687,270	$1,910,649	$-571,405
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