SOUTHEAST VOLUSIA HISTORICAL SOCIE… - Form 990 Financial Data

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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

1982

Legal Domicile

Principal Officer

DRURY L MAYS

Phone

3864780052

Tax Period

2023-01-01 to 2023-12-31

SOUTHEAST VOLUSIA HISTORICAL SOCIETY INC, founded in 1982, is a small nonprofit in the Arts, Culture & Humanities sector that reported $166K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Net assets of $1.1M represent 79 months of operating reserves.

Mission

THE MISSION OF THE SOUTHEAST VOLUSIA COUNTY HISTORICAL SOCIETY IS TO COLLECT AND EXHIBIT OBJECTS AND DOCUMENTS RELATED TO THE HISTORY OF SOUTHEAST VOLUSIA COUNTY, WITH PARTICULAR EMPHASIS ON THE SETTLEMENT IN 1768 AND SEEKS TO PROMOTE LOCAL HISTORY AND CULTURE TO THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $96,794

THE SOCIETY COLLECTS AND EXHIBITS OBJECTS AND DOCUMENTS RELATED TO THE HISTORY OF SOUTHEAST VOLUSIA COUNTY, WITH PARTICULAR EMPHASIS ON THE SETTLEMENT FOUNDED BY DR. ANDREW TURNBULL IN 1768. THE...

THE SOCIETY COLLECTS AND EXHIBITS OBJECTS AND DOCUMENTS RELATED TO THE HISTORY OF SOUTHEAST VOLUSIA COUNTY, WITH PARTICULAR EMPHASIS ON THE SETTLEMENT FOUNDED BY DR. ANDREW TURNBULL IN 1768. THE SOCIETY PROMOTES INTEREST IN THE LOCAL HISTORY AND CULTURE. THE MUSEUM OF HISTORY IN NEW SMYRNA BEACH IS OPEN TUESDAY THROUGH SATURDAY AND STAFFED BY UNPAID DOCENT VOLUNTEERS. VISITORS ARE WELCOMED WITH NO ADMISSION FEES CHARGED AND SPECIAL TOURS MAY BE SCHEDULED.

Program 2

Expenses: $2,072

THE SOCIETY INCLUDES AN ARCHEAOLOGY LABORATORY, WHICH IS OPERATED BY VOLUNTEERS TO COLLECT, EXAMINE, CATALOG, AND STORE ARTIFACTS FOR THE MUSEUM. PARTICULAR INTEREST IN PRESERVING ARTIFACTS AND...

THE SOCIETY INCLUDES AN ARCHEAOLOGY LABORATORY, WHICH IS OPERATED BY VOLUNTEERS TO COLLECT, EXAMINE, CATALOG, AND STORE ARTIFACTS FOR THE MUSEUM. PARTICULAR INTEREST IN PRESERVING ARTIFACTS AND DOCUMENTS RELATED TO SOUTHEAST VOLUSIA COUNTY AND THE ORIGINAL 1768 SETTLEMENT.

Program 3

THE SOCIETY'S RESEARCH HISTORICAL LIBRARY IS OPERATED BY VOLUNTEERS TO COLLECT, EXAMINE, CATALOG, AND STORE DOCUMENTS FOR THE MUSEUM. THE LIBRARY HAS AN EXTENSIVE COLLECTION OF LOCAL AREA DOCUMENTS, INCLUDING NEWSPAPERS, BOOKS, ARTICLES, AND PHOTOGRAPHS. THE LIBRARY IS A RESEARCH LIBRARY ONLY AND MATERIALS ARE NOT FOR CIRCULATION.

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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 $92,439

Program Service Revenue $0

Investment Income $29,530

Other Revenue $43,711

TOTAL REVENUE $165,680

Expense Breakdown

Grants Paid $0

Salaries & Benefits $57,112

Fundraising Expenses $27,648

Program Expenses $98,866

Other Expenses $113,046

TOTAL EXPENSES $170,158

Year-over-Year Comparison

	2023	2022	Change
Revenue	$165,680	$184,851	-0.1%
Expenses	$170,158	$142,815	+0.2%
Net Income	$-4,478	$42,036	-1.1%

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

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
STEWERT DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
JIM ENGELBRECHT	DIRECTOR	1.00	Director	$0	$0	$0
FRANK FARMER	DIRECTOR	1.00	Director	$0	$0	$0
WALTER FLANAGAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HARDEBECK	VICE PRESIDE	5.00	Director	$0	$0	$0
CAROL LADD	DIRECTOR	1.00	Director	$0	$0	$0
DRURY L MAYS	TREASURER	20.00	Director	$0	$0	$0
MARK RAKOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
GLENN REEDER	DIRECTOR	1.00	Director	$0	$0	$0
BRION REILLY	PRESIDENT	5.00	Director	$0	$0	$0
GARY SWANSON	DIRECTOR	1.00	Director	$0	$0	$0
ZELIA SWEETT	SECRETARY	5.00	Director	$0	$0	$0
THOMAS D WRIGHT	DIRECTOR	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	$165,680	$170,158	$1,084,513	$-4,478
2022	$184,851	$142,815	$1,034,112	$42,036
2021	$215,277	$109,823	$1,123,923	$105,454
2020	$100,313	$91,036	$1,001,627	$9,277
2019	$103,150	$117,146	$939,042	$-13,996
2018	$134,988	$110,202	$885,208	$24,786

SOUTHEAST VOLUSIA HISTORICAL SOCIETY INC