DADE HERITAGE TRUST INC

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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

1972

Legal Domicile

Principal Officer

CHRISTINE RUPP

Phone

3053589572

Tax Period

2024-07-01 to 2025-06-30

DADE HERITAGE TRUST INC, founded in 1972, is a small nonprofit that reported $887K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $226K, a strong 25% operating margin.

Mission

TO PRESERVE MIAMI-DADE COUNTYS ARCHITECTURAL, ENVIRONMENTAL AND CULTURAL HERITAGE THROUGH PRESERVATION, ADVOCACY AND EDUCATION.

Program Service Accomplishments

Program 1

Expenses: $586,338 Revenue: $15,281

DADE HERITAGE TRUST PROVIDED THE FOLLOWING COMMUNITY PROGRAMS: HISTORIC PLACES, GREEN SPACES K-12 EDUCATION PROGRAM SERVICING 6,000 K-12 MIAMI-DADE COUNTY PUBLIC SCHOOL STUDENTS BY PROVIDING FREE...

DADE HERITAGE TRUST PROVIDED THE FOLLOWING COMMUNITY PROGRAMS: HISTORIC PLACES, GREEN SPACES K-12 EDUCATION PROGRAM SERVICING 6,000 K-12 MIAMI-DADE COUNTY PUBLIC SCHOOL STUDENTS BY PROVIDING FREE FIELD EXPERIENCES AND BUS TRANSPORTATION; OPERATION OF THE DHT OFFICE AS AN OFFICIAL VISITORS CENTER THE PRESERVATION OF NATURALLY OCCURRING AFFORDABLE HOUSING IN LITTLE HAVANA SERVICING 20 TENANTS; MIAMI PRESERVES PODCAST, THE PUBLICATION OF PRESERVATION TODAY MAGAZINE AND PRESENTATION OF THE ANNUAL MEETING AND ANNUAL PRESERVATION AWARDS, WEEKLY BILTMORE HOTEL TOURS AND MONTHLY BIKE TOURS. IN TOTAL, PROGRAMS SERVICED AN ESTIMATED 30,000 RESIDENTS AND TOURISTS.

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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 $1,115,893

Program Service Revenue $15,281

Investment Income $835

Other Revenue $-245,158

TOTAL REVENUE $886,851

Expense Breakdown

Grants Paid $0

Salaries & Benefits $246,914

Fundraising Expenses $17,737

Program Expenses $586,338

Other Expenses $414,300

TOTAL EXPENSES $661,214

Year-over-Year Comparison

	2024	2023	Change
Revenue	$886,851	$972,274	-0.1%
Expenses	$661,214	$874,835	-0.2%
Net Income	$225,637	$97,439	+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

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

$133,926

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINE RUPP	EXECUTIVE DI	40.00	Officer	$133,926	$0	$133,926
IRIS KOLAYA	PRESIDENT	1.50	Officer Director	$0	$0	$0
JOHN BACHAY	TREASURER	1.50	Officer Director	$0	$0	$0
CRAIG ACQUART	2ND VICE PRE	1.50	Officer Director	$0	$0	$0
ALEX SILVA	SECRETARY	1.50	Director	$0	$0	$0
MARIO GARCIA-SERRA	VICE PRESIDE	1.50	Officer Director	$0	$0	$0
MICHAEL ROSENBERG	AT LARGE	1.50	Director	$0	$0	$0
MARGARET ROLANDO	AT LARGE	1.50	Director	$0	$0	$0
VINSON RICHTER	PAST PRESIDE	1.50	Officer Director	$0	$0	$0
VICTOR DOVER	TRUSTEE	1.50	Director	$0	$0	$0
KELLY GONZALEZ	TRUSTEE	1.50	Director	$0	$0	$0
BRUCE EHRENHAFT	TRUSTEE	1.50	Director	$0	$0	$0
ROSA LOWINGER	TRUSTEE	1.50	Director	$0	$0	$0
CHRIS MACLEOD	TRUSTEE	1.50	Director	$0	$0	$0
DON WORTH	TRUSTEE	1.50	Director	$0	$0	$0
LUKE WOLFSON	TRUSTEE	1.50	Director	$0	$0	$0
TERRANCE CRIBBS-LORRANT	TRUSTEE	1.50	Director	$0	$0	$0
LARRY GAUTIER	TRUSTEE	1.50	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
2025	$886,851	$661,214	$5,620,900	$225,637
2024	$972,274	$874,835	$5,286,874	$97,439
2023	$2,895,401	$920,292	$4,889,866	$1,975,109
2022	$1,874,127	$1,118,815	$2,994,890	$755,312
2021	$967,510	$721,035	$1,503,210	$246,475
2020	$1,373,571	$608,540	$1,277,590	$765,031
2019	$361,523	$500,009	$341,422	$-138,486
2018	$422,228	$414,739	$446,157	$7,489