FORT LAUDERDALE HISTORICAL SOCIETY INC (EIN 590993499) - 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

1962

Legal Domicile

Principal Officer

MELINDA BOWKER

Phone

9544634431

Tax Period

2023-10-01 to 2024-09-30

FORT LAUDERDALE HISTORICAL SOCIETY INC, founded in 1962, is a small nonprofit that reported $803K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Net assets of $1.9M represent 28 months of operating reserves.

Mission

PRESERVING THE HISTORY OF FORT LAUDERDALE, FLORIDA FOR THE ENRICHMENT OF PRESENT AND FUTURE GENERATIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $614,102

Program Service Revenue $61,049

Investment Income $32,872

Other Revenue $94,587

TOTAL REVENUE $802,610

Expense Breakdown

Grants Paid $0

Salaries & Benefits $495,223

Fundraising Expenses $84,091

Program Expenses $649,357

Other Expenses $328,435

TOTAL EXPENSES $823,658

Year-over-Year Comparison

	2023	2022	Change
Revenue	$802,610	$910,167	-0.1%
Expenses	$823,658	$865,469	0.0%
Net Income	$-21,048	$44,698	-1.5%

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

226

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

$102,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIN FARRINGTON FINLEN	PRESIDENT	2.00	Officer Director	$0	$0	$0
ART BENGOCHEA	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KATHERINE LOCHRIE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MELINDA BOWKER	TREASURER	1.00	Officer Director	$0	$0	$0
ZACHARY BAZARA	SECRETARY	2.00	Officer Director	$0	$0	$0
PATRICK SCOTT	IMMEDIATE PAST PRESIDENT	2.00	Director	$0	$0	$0
GREG BREWTON	DIRECTOR	1.00	Director	$0	$0	$0
MIKE CAPOVANI	DIRECTOR	1.00	Director	$0	$0	$0
PATIENCE COHN	DIRECTOR	1.00	Director	$0	$0	$0
ANN DENISON	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT GOLDEN	DIRECTOR	1.00	Director	$0	$0	$0
CAROL HENDERSON	DIRECTOR	1.00	Director	$0	$0	$0
ABBY LAUGHLIN	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA RATHBURN	DIRECTOR	1.00	Director	$0	$0	$0
AUDREY RING	DIRECTOR	1.00	Director	$0	$0	$0
MATT SACCO	DIRECTOR	1.00	Director	$0	$0	$0
BEN SORENSEN	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE VERGARI	DIRECTOR	1.00	Director	$0	$0	$0
GORDON WAREHAM	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA GLASCO WEST	DIRECTOR	1.00	Director	$0	$0	$0
GLORIA WETHERINGTON	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA ZEILER	CEO/EXECUTIVE DIRECTOR	40.00	Officer	$98,000	$4,500	$102,500

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	$802,610	$823,658	$1,924,590	$-21,048
2023	$910,167	$865,469	$1,882,645	$44,698
2022	$771,471	$898,250	$1,828,450	$-126,779
2021	$533,896	$570,098	$1,981,617	$-36,202
2020	$474,537	$578,847	$1,935,488	$-104,310
2019	$511,120	$637,502	$1,949,539	$-126,382
2018	$677,224	$625,747	$2,083,620	$51,477

FORT LAUDERDALE HISTORICAL SOCIETY INC