HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA ENDOWMENT FUND (EIN 596868749) - 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

1985

Legal Domicile

Phone

3053751492

Tax Period

2023-10-01 to 2024-09-30

HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA ENDOWMENT FUND, founded in 1985, is a small nonprofit that reported $882K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $486K, a strong 55% 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.

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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 $0

Program Service Revenue $0

Investment Income $882,179

Other Revenue $0

TOTAL REVENUE $882,179

Expense Breakdown

Grants Paid $325,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $325,000

Other Expenses $70,897

TOTAL EXPENSES $395,897

Year-over-Year Comparison

	2023	2022	Change
Revenue	$882,179	$803,550	+0.1%
Expenses	$395,897	$712,824	-0.4%
Net Income	$486,282	$90,726	+4.4%

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

$484,702

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BENJAMIN BOHLMANN	BOARD CHAIR	2.0	Officer Director	$0	$0	$0
CAMELA GLEAN-JOHNSON	TRUSTEE	1.0	Director	$0	$0	$0
JONATHAN KISLAK	TRUSTEE	1.0	Director	$0	$0	$0
LINDA LUBITZ-BOONE	TRUSTEE	1.0	Director	$0	$0	$0
RAMIRO ORTIZ	TRUSTEE	1.0	Director	$0	$0	$0
NATALIA CRUJEIRAS	CEO & EXECUTIVE DIRECTOR	5.0	Officer	$0	$18,705	$320,187
STEFANIE FORNARIS	DIRECTOR OF FINANCE	5.0	Officer	$0	$14,760	$164,515

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	$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