THE CASEMENTS GUILD FOR THE CITY O… - 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

1979

Legal Domicile

Principal Officer

BARBARA RHEES

Phone

4076872209

Tax Period

2023-06-01 to 2024-05-31

THE CASEMENTS GUILD FOR THE CITY OF ORMOND BEACH INC, founded in 1979, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $48K in total revenue in fiscal year 2023. The organization ran a surplus of $20K, a strong 42% operating margin.

Mission

THE PURPOSE OF THE GUILD SHALL BE TO PROVIDE TOURS AND EDUCATE THE PUBLIC ABOUT THE HISTORY OF THE CASEMENTS AND TO SUPPORT AND PROMOTE THE PRESERVATION AND ENHANCEMENT OF THE CASEMENTS THROUGH ACTIVITIES AND SERVICES AS MAY BE REQUESTED BY THE CASEMENTS COORDINATOR OR INITIATED BY THE GUILD.

Program Service Accomplishments

Program 1

Expenses: $17,784

IMPROVEMENTS AND PURCHASES FOR HISTORIC JOHN D. ROCKEFELLER HOUSE.IN ADDITION, THE GUILD CONDUCTS GUIDED TOURS FOR VISITORS, ARRANGES AND CONDUCTS SOCIAL FUNCTIONS AND FUND RAISING PROJECTS TO...

IMPROVEMENTS AND PURCHASES FOR HISTORIC JOHN D. ROCKEFELLER HOUSE.IN ADDITION, THE GUILD CONDUCTS GUIDED TOURS FOR VISITORS, ARRANGES AND CONDUCTS SOCIAL FUNCTIONS AND FUND RAISING PROJECTS TO BENEFIT THE CASEMENTS, AND PROVIDES HOSTS AND NECESSARY PERSONNEL FOR MEETING, RECEPTIONS, EXHIBITS AND OTHER SCHEDULED EVENTS.

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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 $25,262

Program Service Revenue $0

Investment Income $7,661

Other Revenue $14,782

TOTAL REVENUE $47,705

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,784

Other Expenses $27,876

TOTAL EXPENSES $27,876

Year-over-Year Comparison

	2023	2022	Change
Revenue	$47,705	$46,651	+0.0%
Expenses	$27,876	$73,952	-0.6%
Net Income	$19,829	$-27,301	-1.7%

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
CHRISTINE DAVENPORT	PRESIDENT	3.00	Officer Director	$0	$0	$0
SUE EASTON	1ST VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
JANIE PENNINGTON	2ND VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
KRIS HOODIMAN	RECORDING SECRETARY	3.00	Officer Director	$0	$0	$0
MARGIE SHEPPARD	CORRESPONDING SECRETARY	3.00	Officer Director	$0	$0	$0
PATRICIA NICHOLAS	GUILD TREASURER	3.00	Officer Director	$0	$0	$0
JAYDE LYLE	ASST. GUILD TREASURER	3.00	Director	$0	$0	$0
LOUISE MUSSELWHITE	GIFT SHOP TREASURER	3.00	Officer Director	$0	$0	$0
LARI KNOCHENMUS	ASST. GIFT SHOP TREASURER	3.00	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
2025	No data	No data	No data	No data
2024	$47,705	$27,876	$686,900	$19,829
2023	$46,651	$73,952	$667,071	$-27,301
2022	$33,676	$189,417	$694,372	$-155,741
2021	$18,804	$39,774	$849,871	$-20,970
2020	$39,464	$35,588	$870,063	$3,876
2019	$758,621	$26,787	$866,186	$731,834

THE CASEMENTS GUILD FOR THE CITY OF ORMOND BEACH INC