FLORIDA TRUST FOR HISTORIC PRESERVATION INC (EIN 591834416) - 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

1978

Legal Domicile

Principal Officer

MIKE COSDEN

Phone

8502248128

Tax Period

2023-01-01 to 2023-12-31

FLORIDA TRUST FOR HISTORIC PRESERVATION INC, founded in 1978, is a small nonprofit in the Arts, Culture & Humanities sector that reported $202K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $438K exceeded revenue, resulting in a 117% operating deficit.

Mission

TO PROMOTE THE PRESERVATION AND THE INCLUSIVE SHARING OF THE DIVERSE ARCHITECTURAL, HISTORICAL AND ARCHAEOLOGICAL HERITAGE OF FLORIDA THROUGH ADVOCACY, EDUCATION AND HISTORIC PROPERTY STEWARDSHIP.

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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 $71,604

Program Service Revenue $34,852

Investment Income $95,455

Other Revenue $0

TOTAL REVENUE $201,911

Expense Breakdown

Grants Paid $12,500

Salaries & Benefits $222,061

Fundraising Expenses $5,607

Program Expenses $251,598

Other Expenses $203,223

TOTAL EXPENSES $437,784

Year-over-Year Comparison

	2023	2022	Change
Revenue	$201,911	$175,884	+0.1%
Expenses	$437,784	$437,725	+0.0%
Net Income	$-235,873	$-261,841	-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

165

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

$109,911

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISSA WYLLIE	CEO & PRESIDENT	40.00	Officer	$97,295	$12,616	$109,911
MIKE COSDEN	PRESIDENT	10.00	Officer Director	$0	$0	$0
ENNIS DAVIS	VICE PRESIDENT & INTERIM TREASURER	3.00	Officer Director	$0	$0	$0
MERCEDES HARROLD	SECRETARY	3.00	Officer Director	$0	$0	$0
JENNY WOLFE	IMMEDIATE PAST PRESIDENT	3.00	Officer Director	$0	$0	$0
JOHN STAFFORD	IMMEDIATE PAST TREASURER	1.00	Officer Director	$0	$0	$0
AIMEE ANGEL	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE BYRD	BOARD MEMBER	1.00	Director	$0	$0	$0
CORION DELAINE	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLY PERKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
ROSS PRISTERA	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID SALAY	BOARD MEMBER	1.00	Director	$0	$0	$0
JJ SCOTT	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK TARMEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH S YATES III	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA BESSINGER-MORSE	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA STEVENSON	BOARD MEMBER, AT-LARGE	1.00	Director	$0	$0	$0
MARK ZUBALY	BOARD MEMBER, AT-LARGE	1.00	Director	$0	$0	$0
PAUL BACKHOUSE	BOARD MEMBER, EX-OFFICIO	1.00	Director	$0	$0	$0
CLEARY LARKIN	BOARD MEMBER, EX-OFFICIO	1.00	Director	$0	$0	$0
ALISSA SLADE LOTANE	BOARD MEMBER, EX-OFFICIO	1.00	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
2024	No data	No data	No data	No data
2023	$201,911	$437,784	$5,063,909	$-235,873
2022	$175,884	$437,725	$4,983,441	$-261,841
2021	$3,848,390	$457,277	$5,613,211	$3,391,113
2020	$187,239	$380,556	$2,191,791	$-193,317
2019	$394,034	$410,400	$3,910,362	$-16,366
2018	$474,503	$336,163	$3,847,284	$138,340
2017	$388,719	$330,324	$3,953,653	$58,395

FLORIDA TRUST FOR HISTORIC PRESERVATION INC