FLORIDA HISTORICAL SOCIETY INC (EIN 596153077) - 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

1905

Legal Domicile

Principal Officer

BENJAMIN BROTEMARKLE PHD

Phone

3216901971

Tax Period

2024-01-01 to 2024-12-31

FLORIDA HISTORICAL SOCIETY INC, founded in 1905, is a small nonprofit that reported $768K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $706K left a modest 8% surplus.

Mission

MISSION STATEMENT: THE FLORIDA HISTORICAL SOCIETY IS DEDICATED TO PRESERVING FLORIDA'S PAST THROUGH THE COLLECTION AND ARCHIVAL MAINTENANCE OF HISTORICAL DOCUMENTS AND PHOTOGRAPHS, THE PUBLICATION OF SCHOLARLY RESEARCH ON FLORIDA HISTORY, AND EDUCATING THE PUBLIC ABOUT FLORIDA HISTORY THROUGH A VARIETY OF PUBLIC HISTORY PROGRAMS. THE FLORIDA HISTORICAL SOCIETY: PRODUCES THE PRESTIGIOUS FLORIDA HISTORICAL QUARTERLY; BROADCASTS THE POPULAR RADIO PROGRAM FLORIDA FRONTIERS STATEWIDE; PUBLISHED HIGH QUALITY NONFICTION AND FICTIONAL WORKS BASED ON FLORIDA HISTORY; ENABLES IMPORTANT AND MEANINGFUL SCHOLAR AND PUBLIC RESEARCH; PROVIDES ESSENTIAL OUTREACH AND EDUCATIONAL PROGRAMS; AND RAISES AWARENESS OF THE RICH AND DIVERSE HISTORICAL RESOURCES AND STORIES OF FLORIDA.

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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 $376,966

Program Service Revenue $334,816

Investment Income $56,442

Other Revenue $0

TOTAL REVENUE $768,224

Expense Breakdown

Grants Paid $0

Salaries & Benefits $386,417

Fundraising Expenses $11,064

Program Expenses $574,496

Other Expenses $319,981

TOTAL EXPENSES $706,398

Year-over-Year Comparison

	2024	2023	Change
Revenue	$768,224	$886,344	-0.1%
Expenses	$706,398	$729,242	0.0%
Net Income	$61,826	$157,102	-0.6%

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

N/A

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

$98,345

Total Directors

$98,345

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BENJAMIN BROTEMARKLE PHD	EXECUTIVE DI	40.00	Officer Director	$98,345	$0	$98,345
JOY DICKINSON	DIRECTOR	5.00	Director	$0	$0	$0
EMILY LISSKA	TREASURER	8.00	Officer Director	$0	$0	$0
TRACY MOORE	DIRECTOR	5.00	Officer Director	$0	$0	$0
PAUL ORTIZ	DIRECTOR	5.00	Director	$0	$0	$0
MAURICE O'SULLIVAN PHD	PAST PRESIDE	5.00	Director	$0	$0	$0
TAMEKA HOBBS PHD	DIRECTOR	5.00	Director	$0	$0	$0
SANDRA PARKS	DIRECTOR	5.00	Director	$0	$0	$0
ABEL BARTLEY PHD	DIRECTOR	5.00	Director	$0	$0	$0
DAVID JACKSON JR PHD	DIRECTOR	5.00	Director	$0	$0	$0
IRVIN DS WINSBORO PHD	DIRECTOR	5.00	Director	$0	$0	$0
LEONARD LEMPEL PHD	DIRECTOR	5.00	Officer Director	$0	$0	$0
K C SMITH	SECRETARY	5.00	Director	$0	$0	$0
JAMES M DENHAM	PRESIDENT	5.00	Officer	$0	$0	$0
CHRISTOPHER RANCK	FIRST VP	5.00	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
2024	$768,224	$706,398	$1,573,259	$61,826
2023	$886,344	$729,242	$1,502,266	$157,102
2022	$1,310,543	$628,215	$1,362,090	$682,328
2021	$123,245	$550,211	$720,627	$-426,966
2020	$558,067	$589,250	$1,172,543	$-31,183
2019	$838,763	$681,717	$1,205,130	$157,046
2018	$650,884	$668,169	$1,017,243	$-17,285

FLORIDA HISTORICAL SOCIETY INC