JOHN B GORRIE FOUNDATION INC (EIN 134246147) - 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

1930

Legal Domicile

Phone

8132532020

Tax Period

2023-06-01 to 2024-05-31

JOHN B GORRIE FOUNDATION INC, founded in 1930, is a small nonprofit in the Education sector that reported $461K in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $148K, a strong 32% operating margin.

Mission

The Foundation supports the John B. Gorrie elementary school by providing funding for after-school clubs and educational programs for students and teachers. The Foundation also provides funding for capital improvements equipment school supplies and the maintenance of facilities.

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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 $280,794

Program Service Revenue $203,493

Investment Income $34,530

Other Revenue $-58,152

TOTAL REVENUE $460,665

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,050

Program Expenses $303,205

Other Expenses $312,304

TOTAL EXPENSES $312,304

Year-over-Year Comparison

	2023	2022	Change
Revenue	$460,665	$325,692	+0.4%
Expenses	$312,304	$463,854	-0.3%
Net Income	$148,361	$-138,162	-2.1%

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

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
Tina Caputo	President	5.00	Officer Director	$0	$0	$0
Julie Ledermann	Vice President	5.00	Officer Director	$0	$0	$0
N/A	Treasurer	10.00	Officer Director	$0	$0	$0
Jay Green	Assistant Treasurer	2.00	Officer Director	$0	$0	$0
Tricia Shuler	Secretary	5.00	Officer Director	$0	$0	$0
Annette Messina	Gala Chair	5.00	Director	$0	$0	$0
Shannon Rutherford	Strings Chair	3.00	Director	$0	$0	$0
Jennifer Richardson	Communications Chair	1.00	Director	$0	$0	$0
Melissa McLamore	MAGIC Chair	5.00	Director	$0	$0	$0
Emily Boucher	Member at Large	1.00	Director	$0	$0	$0
Marjorie Sandler	Principal	1.00	Director	$0	$0	$0
Alesha Looper	Vice Principle	1.00	Director	$0	$0	$0
Erica Healey	Ex-Officio	1.00	Director	$0	$0	$0
Emily Deitzer	PTA President	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	$460,665	$312,304	$408,928	$148,361
2023	$325,692	$463,854	$260,567	$-138,162
2022	$256,672	$186,377	$398,729	$70,295
2021	$178,249	$116,802	$337,918	$61,447
2020	$193,365	$296,498	$281,260	$-103,133

JOHN B GORRIE FOUNDATION INC