HAVANA HISTORY & HERITAGE SOCIETY (EIN 815290123) - 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

2017

Legal Domicile

Principal Officer

WILLIAM D PIOTROWSKI

Tax Period

2024-01-01 to 2024-12-31

HAVANA HISTORY & HERITAGE SOCIETY, founded in 2017, is a small nonprofit in the Arts, Culture & Humanities sector that reported $241K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $81K, a strong 34% operating margin.

Mission

PRESERVE THE HISTORY OF HAVANA, FL

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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 $240,672

Program Service Revenue $0

Investment Income $742

Other Revenue $0

TOTAL REVENUE $241,414

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,850

Fundraising Expenses $0

Program Expenses $122,001

Other Expenses $135,194

TOTAL EXPENSES $160,044

Year-over-Year Comparison

	2024	2023	Change
Revenue	$241,414	$222,249	+0.1%
Expenses	$160,044	$134,348	+0.2%
Net Income	$81,370	$87,901	-0.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
WILLIAM D PIOTOWSKI	Chairman	Director	$0	$0	$0
BERTA KEMP	Chairman	Director	$0	$0	$0
ROBERT BRUGGNER	Director	Director	$0	$0	$0
SALLY CUNNINGHAM	Chairman	Director	$0	$0	$0
JIMMY SUBER	Director	Director	$0	$0	$0
NICK ADAMS	Treasurer	Director	$0	$0	$0
JANICE EAKIN	Director	Director	$0	$0	$0
DONNA SALTER	Director	Director	$0	$0	$0
DELBRA MCGRIFF	Secretary	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
2024	$241,414	$160,044	$603,614	$81,370
2023	$222,249	$134,348	$534,420	$87,901

HAVANA HISTORY & HERITAGE SOCIETY