THE HOLOCAUST MUSEUM & EDUCATION CENTER OF SOUTHWEST FLORIDA INC (EIN 593740883) - 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

2001

Legal Domicile

Principal Officer

ERIN BLANKENSHIP

Phone

2392639200

Tax Period

2024-07-01 to 2025-06-30

THE HOLOCAUST MUSEUM & EDUCATION CENTER OF SOUTHWEST FLORIDA INC, founded in 2001, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $1.3M left a modest 10% surplus.

Mission

TEACH THE LESSONS OF THE HOLOCAUST TO INSPIRE ACTION AGAINST HATRED AND TO PROMOTE MUTUAL RESPECT.

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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 $1,427,090

Program Service Revenue $44,426

Investment Income $19,731

Other Revenue $-36,354

TOTAL REVENUE $1,454,893

Expense Breakdown

Grants Paid $0

Salaries & Benefits $533,591

Fundraising Expenses $62,601

Program Expenses $1,186,939

Other Expenses $779,460

TOTAL EXPENSES $1,313,051

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,454,893	$1,091,909	+0.3%
Expenses	$1,313,051	$1,103,756	+0.2%
Net Income	$141,842	$-11,847	-13.0%

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

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

$154,231

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN SUAREZ	PRES/CEO THR	40.00	Officer	$154,231	$0	$154,231
HYMIE AKST	DIRECTOR	2.00	Director	$0	$0	$0
FELICIA ANCHOR	DIRECTOR	2.00	Director	$0	$0	$0
NINA DIAMOND	DIRECTOR	2.00	Director	$0	$0	$0
ALAN ENGLANDER	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHAEL FELDMAN	DIRECTOR	2.00	Director	$0	$0	$0
PAULA FILLER	DIRECTOR	2.00	Director	$0	$0	$0
JO ANN GOLDEN	TREASURER	2.00	Officer Director	$0	$0	$0
MAUREEN LERNER	DEVELOPMENT	2.00	Officer Director	$0	$0	$0
STEPHEN LIGHT	DIRECTOR	2.00	Director	$0	$0	$0
DOROTHY MCGOVERN	DIRECTOR	2.00	Director	$0	$0	$0
STUART MEST	CHAIR	2.00	Officer Director	$0	$0	$0
ROB NOSSEN	DIRECTOR	2.00	Director	$0	$0	$0
STUART PRICE	PAST CHAIR	2.00	Officer Director	$0	$0	$0
FRED ROTH	VICE CHAIR	2.00	Officer Director	$0	$0	$0
STANLEY RUSKIN	DIRECTOR	2.00	Director	$0	$0	$0
ASHLEY SOLOMON	DIRECTOR	2.00	Director	$0	$0	$0
JAY STERNS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MARJIE ZUCKER	DIRECTOR	2.00	Director	$0	$0	$0
ERIN BLANKENSHIP	PRES/CEO FRO	40.00	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	$1,454,893	$1,313,051	$5,714,827	$141,842
2024	$1,091,909	$1,103,756	$5,571,532	$-11,847
2023	$1,311,289	$851,032	$5,692,646	$460,257
2022	$1,358,570	$926,861	$5,230,619	$431,709
2021	$700,108	$933,289	$4,943,431	$-233,181
2020	$1,043,080	$1,040,350	$5,328,377	$2,730
2019	$1,369,120	$778,561	$4,935,878	$590,559
2018	$3,278,305	$649,134	$3,952,576	$2,629,171

THE HOLOCAUST MUSEUM & EDUCATION CENTER OF SOUTHWEST FLORIDA INC