SAMPLE-MCDOUGALD HOUSE PRESERVATION SOCIETY INC (EIN 650917275) - 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

1999

Legal Domicile

Principal Officer

DIRK DEJONG

Phone

9547864047

Tax Period

2023-08-01 to 2024-07-31

SAMPLE-MCDOUGALD HOUSE PRESERVATION SOCIETY INC, founded in 1999, is a small nonprofit in the Arts, Culture & Humanities sector that reported $205K in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. Net assets of $1.1M represent 66 months of operating reserves.

Mission

THE MISSION OF THE SAMPLE-MCDOUGALD HOUSE PRESERVATION SOCIETY, INC. IS TO PRESERVE THE 1916 SAMPLE-MCDOUGALD HOUSE AS A SIGNIFICANT PART OF SOUTH FLORIDA'S HERITAGE. THIS WILL BE ACCOMPLISHED BY USING IT AS A MUSEUM, HISTORIC STRUCTURE AND SOCIAL CENTER FOR THE COMMUNITY; INTERPRETING THE HOUSE THROUGH APPROPRIATE RESTORATION, EXHIBITS, EDUCATION PROGRAMS AND TOURS; AND PROMOTING THE HOUSE SO THAT RESIDENTS AND VISITORS OF ALL AGES ARE AWARE OF THEIR OPPORTUNITY TO LEARN ABOUT THE HISTORY OF THIS REGION, THUS FURTHERING THE SOCIAL, CULTURAL AND HISTORIC VIABILITY OF THE COMMUNITY.

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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 $116,120

Program Service Revenue $19,195

Investment Income $0

Other Revenue $69,218

TOTAL REVENUE $204,533

Expense Breakdown

Grants Paid $0

Salaries & Benefits $78,541

Fundraising Expenses $3,851

Program Expenses $180,352

Other Expenses $135,169

TOTAL EXPENSES $213,710

Year-over-Year Comparison

	2023	2022	Change
Revenue	$204,533	$146,321	+0.4%
Expenses	$213,710	$266,603	-0.2%
Net Income	$-9,177	$-120,282	-0.9%

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

N/A

Employees

Volunteers

810

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
DOUG ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
JERRY BOWMAN	COMMUNITY VO	1.00	Director	$0	$0	$0
NICOLE COPOCK	DIRECTOR	1.00	Director	$0	$0	$0
JACK CRISSY	TREASURER	1.00	Officer Director	$0	$0	$0
DIRK DEJONG	PRESIDENT	5.00	Officer Director	$0	$0	$0
BRIAN DONOVAN	DIRECTOR	1.00	Director	$0	$0	$0
SHIRLEY FARRIS	DIRECTOR	1.00	Director	$0	$0	$0
DAN HOBBY	HISTORIAN	1.00	Director	$0	$0	$0
THOMAS MCMAHON	DIRECTOR	1.00	Director	$0	$0	$0
SARAH LOUISE KNODERER MORAN	DIRECTOR	1.00	Director	$0	$0	$0
MARY PHILLIPS	SECRETARY	1.00	Officer Director	$0	$0	$0
THOMAS RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
GHULAM JOE USMAN	DIRECTOR	1.00	Director	$0	$0	$0
TOM WALDO	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MARGARET WHITE	COMMUNITY VO	1.00	Director	$0	$0	$0
KERIANN WORLEY	DIRECTOR	1.00	Director	$0	$0	$0
DAN YAFFE	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN L ZIMMERMAN	DIRECTOR	1.00	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	$204,533	$213,710	$1,181,563	$-9,177
2023	$146,321	$266,603	$1,141,080	$-120,282
2022	$185,898	$209,818	$1,261,966	$-23,920
2021	$155,123	$194,640	$1,289,382	$-39,517
2020	$153,327	$209,898	$1,341,398	$-56,571
2019	$154,592	$195,465	$1,378,679	$-40,873

SAMPLE-MCDOUGALD HOUSE PRESERVATION SOCIETY INC