Society of Colonial Wars in the State of Florida (EIN 592290058) - 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

1949

Legal Domicile

Principal Officer

Joseph P Meyer

Phone

3056062425

Tax Period

2023-10-01 to 2024-09-30

Society of Colonial Wars in the State of Florida, founded in 1949, is a small nonprofit that reported $270K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $254K left a modest 6% surplus.

Mission

The Society is operated exclusively for charitable, educational and scientific purposes. Distributions are provided to organizations which qualify as exempt organizations such as religious, educational and organizations included under section 501(c)(3) of the Internal Revenue Code of 1954.

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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 $29,325

Program Service Revenue $240,944

Investment Income $0

Other Revenue $0

TOTAL REVENUE $270,269

Expense Breakdown

Grants Paid $6,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $238,716

Other Expenses $248,099

TOTAL EXPENSES $254,099

Year-over-Year Comparison

	2023	2022	Change
Revenue	$270,269	$291,007	-0.1%
Expenses	$254,099	$294,209	-0.1%
Net Income	$16,170	$-3,202	-6.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kemp C Stickney	Governor	10.00	Director	$0	$0	$0
Barry G Hoyt	1st Lieutenant Governor	5.00	Director	$0	$0	$0
Joseph P Meyer	LT Governor / Treasurer	10.00	Director	$0	$0	$0
Kenneth Hills Bitting III	1st Lieutenant Governor	5.00	Director	$0	$0	$0
Edward James Gynn	1st Lieutenant Governor	5.00	Director	$0	$0	$0
Alexander Penn HIll Wyrough	Secretary	10.00	Director	$0	$0	$0
John Gilbert Brim	Registrar	10.00	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	$270,269	$254,099	$227,520	$16,170
2023	$291,007	$294,209	$211,350	$-3,202
2022	$258,932	$263,471	$214,552	$-4,539
2021	$35,186	$92,781	$219,091	$-57,595
2020	$411,634	$375,312	$276,686	$36,322
2019	$244,570	$171,732	$240,393	$72,838

Society of Colonial Wars in the State of Florida