HISTORICAL ASSOCIATION OF SOUTHERN… - 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

1985

Legal Domicile

Principal Officer

NATALIA CRUJEIRAS

Phone

3053751492

Tax Period

2024-10-01 to 2025-09-30

HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA ENDOWMENT FUND, founded in 1985, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 106% from the prior year, signaling strong growth momentum. The organization ran a surplus of $370K, a strong 20% operating margin.

Mission

THE HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA ENDOWMENT EXISTS TO PROVIDE FINANCIAL SUPPORT TO THE HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA INC. (EIN: 59-0968005, A 501(C)(3) ORGANIZATION.

Program Service Accomplishments

Program 1

Expenses: $1,375,000

THE HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA ENDOWMENT EXISTS TO PROVIDE FINANCIAL SUPPORT TO THE HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA INC. (EIN: 59-0968005, A 501(C)(3) ORGANIZATION.

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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 $0

Program Service Revenue $0

Investment Income $1,821,484

Other Revenue $0

TOTAL REVENUE $1,821,484

Expense Breakdown

Grants Paid $1,375,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,375,000

Other Expenses $76,596

TOTAL EXPENSES $1,451,596

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,821,484	$882,179	+1.1%
Expenses	$1,451,596	$395,897	+2.7%
Net Income	$369,888	$486,282	-0.2%

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

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

$612,265

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BENJAMIN BOHLMANN	CHAIR	5.00	Officer Director	$0	$0	$0
CAMELA GLEAN-JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
ELA RIVERO-PRIETO	TRUSTEE	1.00	Director	$0	$0	$0
LINDA LUBITZ-BOONE	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL WEISER	TRUSTEE	1.00	Director	$0	$0	$0
NATALIA CRUJEIRAS	EXECUTIVE DIRECTOR	5.00	Officer	$0	$16,500	$279,068
STEFANIE FORNARIS	DIRECTOR OF FINANCE	5.00	Officer	$0	$16,203	$146,328
MICHAEL KNOLL	VP OF STRATEGIC INITIATIVES	1.00	Officer	$0	$20,797	$186,869

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	$1,821,484	$1,451,596	$21,150,718	$369,888
2024	$882,179	$395,897	$20,494,475	$486,282
2023	$803,550	$712,824	$17,223,149	$90,726
2022	$1,856,038	$396,419	$16,083,258	$1,459,619
2021	$925,142	$719,515	$19,364,945	$205,627
2020	$916,776	$689,566	$16,484,122	$227,210
2019	$812,372	$741,674	$16,256,912	$70,698
2018	$1,102,418	$760,552	$16,186,214	$341,866

HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA ENDOWMENT FUND