THE HISTORICAL SOCIETY OF AVON PARK (EIN 592302474) - 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

1981

Legal Domicile

Principal Officer

NANCY FISK

Phone

8634532335

Tax Period

2025-01-01 to 2025-12-31

THE HISTORICAL SOCIETY OF AVON PARK, founded in 1981, is a small nonprofit in the Arts, Culture & Humanities sector that reported $259K in total revenue in fiscal year 2025. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $153K, a strong 59% operating margin.

Mission

TO PROVIDE HISTORICAL EXHIBITS TO OVER 10,000 PEOPLE INCREASE KNOWLEDGE OF LOCAL AND STATE HISTORY

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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 (2025)

Revenue Breakdown

Contributions & Grants $258,702

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $258,702

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,050

Other Expenses $106,196

TOTAL EXPENSES $106,196

Year-over-Year Comparison

	2025	2024	Change
Revenue	$258,702	$194,199	+0.3%
Expenses	$106,196	$40,573	+1.6%
Net Income	$152,506	$153,626	0.0%

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
NANCY FISK	PRESIDENT	15.00	Officer	$0	$0	$0
JEAN JORDAN	VICE PRESIDENT	3.00	Officer	$0	$0	$0
BETH HELMS	SECRETARY	1.00	Officer	$0	$0	$0
JANE AVERY	TREASURER	1.00	Officer	$0	$0	$0
ELAINE LEVEY	DIRECTOR	8.00	Officer	$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	$258,702	$106,196	$336,164	$152,506
2024	$194,199	$40,573	$183,658	$153,626
2023	$28,922	$28,192	$30,032	$730
2022	$23,452	$22,290	$29,302	$1,162

THE HISTORICAL SOCIETY OF AVON PARK