Cultural Heritage Center of Southwest Florida Inc (EIN 821261132) - 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

Jaha Cummings

Tax Period

2024-01-01 to 2024-12-31

Cultural Heritage Center of Southwest Florida Inc, founded in 2017, is a small nonprofit in the Arts, Culture & Humanities sector that reported $499K in total revenue in fiscal year 2024. The organization ran a surplus of $102K, a strong 20% operating margin.

Mission

The mission of the Cultural Heritage Center of Southwest Florida Inc. DBA Blanchard House Institute is to revitalize underinvested communities by preserving and promoting cultural heritage. Through education heritage tourism historic preservation and strategic public-private-philanthropic partnerships the Institute empowers communities to turn their unique stories and assets into opportunities for economic renewal and long-term prosperity.

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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 $497,165

Program Service Revenue $1,450

Investment Income $331

Other Revenue $0

TOTAL REVENUE $498,946

Expense Breakdown

Grants Paid $129,230

Salaries & Benefits $0

Fundraising Expenses $38,159

Program Expenses $307,379

Other Expenses $229,358

TOTAL EXPENSES $396,747

Year-over-Year Comparison

	2024	2023	Change
Revenue	$498,946	N/A	N/A
Expenses	$396,747	N/A	N/A
Net Income	$102,199	N/A	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jaha Cummings	President	25.00	Officer	$0	$0	$0
Pearl Cruz	Vice President Dir of Cultural Aff	5.00	Officer	$0	$0	$0
Martha Bireda PhD	Treasurer	3.00	Officer	$0	$0	$0
Nemi Hinman	Secretary	1.00	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	$498,946	$396,747	$252,356	$102,199

Cultural Heritage Center of Southwest Florida Inc