Friends of Raymond James Inc

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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

2002

Legal Domicile

Principal Officer

Scott

Phone

7275674046

Tax Period

2024-01-01 to 2024-12-31

Friends of Raymond James Inc, founded in 2002, is a community nonprofit in the Human Services sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 417% from the prior year, signaling strong growth momentum. Expenses of $1.9M exceeded revenue, resulting in a 12% operating deficit.

Mission

To provide financial assistance to associates of Raymond James in times of unforeseen hardships resulting from catastrophic personal tragedy or emergency.

Program Service Accomplishments

Program 1

Expenses: $1,862,590

To provide temporary financial assistance to individuals in need due to tragedy, emergency, or disaster.

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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 $1,594,802

Program Service Revenue $0

Investment Income $94,702

Other Revenue $-6,580

TOTAL REVENUE $1,682,924

Expense Breakdown

Grants Paid $1,862,590

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,862,590

Other Expenses $17,179

TOTAL EXPENSES $1,879,769

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,682,924	$325,389	+4.2%
Expenses	$1,879,769	$309,684	+5.1%
Net Income	$-196,845	$15,705	-13.5%

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
Ronald Hartz	President	2.00	Officer Director	$0	$0	$0
Todd Ferguson	Vice President	2.00	Officer Director	$0	$0	$0
Barbara Anderson	Secretary	1.00	Officer Director	$0	$0	$0
Scott Pilcher	Treasurer	2.00	Officer Director	$0	$0	$0
Heather Szukis	Director	1.00	Director	$0	$0	$0
Kristina Cochran	Director	1.00	Director	$0	$0	$0
Barbara Fischer	Director	1.00	Director	$0	$0	$0
Kimberly Davis	Director	1.00	Director	$0	$0	$0
Cameron Diehl	Director	1.00	Director	$0	$0	$0
Amanda Pilcher	Director	1.00	Director	$0	$0	$0
Alexa Grossenbach	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
2024	$1,682,924	$1,879,769	$686,468	$-196,845
2023	$325,389	$309,684	$932,425	$15,705
2022	$792,289	$241,315	$902,356	$550,974
2021	$279,775	$189,899	$371,404	$89,876
2020	$134,320	$281,323	$268,810	$-147,003
2019	$269,853	$364,564	$465,918	$-94,711
2018	$409,754	$339,762	$587,404	$69,992
2018	$448,944	$314,491	$582,608	$134,453