Amelia Island Museum of History Inc (EIN 591867595) - 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

1977

Legal Domicile

Principal Officer

Phyllis Davis

Phone

9042617378

Tax Period

2024-01-01 to 2024-12-31

Amelia Island Museum of History Inc, founded in 1977, is a small nonprofit in the Arts, Culture & Humanities sector that reported $518K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Net assets of $2.5M represent 58 months of operating reserves.

Mission

The museum shows the history of northeast Florida through exhibits, oral histories and enrichment classes & seminars

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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 $277,463

Program Service Revenue $107,863

Investment Income $46,284

Other Revenue $86,025

TOTAL REVENUE $517,635

Expense Breakdown

Grants Paid $0

Salaries & Benefits $262,302

Fundraising Expenses $52,727

Program Expenses $177,343

Other Expenses $241,031

TOTAL EXPENSES $503,333

Year-over-Year Comparison

	2024	2023	Change
Revenue	$517,635	$465,104	+0.1%
Expenses	$503,333	$513,554	0.0%
Net Income	$14,302	$-48,450	-1.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Berta Arias	Director	Director	$0	$0	$0
Susan Bonnett	Co Chair	Director	$0	$0	$0
Peggy Bulger	Director	Director	$0	$0	$0
Neil Frink	Director	Director	$0	$0	$0
Jennifer Harrison	Director	Director	$0	$0	$0
Rob Hicks	Director	Director	$0	$0	$0
Paul Condit	Director	Director	$0	$0	$0
Dave Roeser	Secretary	Director	$0	$0	$0
Joe Anderson	Treasurer	Officer Director	$0	$0	$0
Phyllis Davis	Executive Director	Officer	$0	$0	$0
Rob Hull	Ex Officio	Officer	$0	$0	$0
Susan Martin	Director	Officer	$0	$0	$0
William Tilson	Co Chair	Officer	$0	$0	$0
Frank Ofeldt	Director	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	$517,635	$503,333	$2,492,804	$14,302
2023	$465,104	$513,554	$2,477,663	$-48,450
2022	$534,448	$534,564	$2,518,824	$-116
2021	$421,837	$412,185	$2,518,942	$9,652
2020	$526,237	$372,558	$2,393,429	$153,679
2019	$328,300	$325,028	$2,273,876	$3,272
2018	$389,227	$365,755	$2,270,604	$23,472

Amelia Island Museum of History Inc