THE ROUNDTABLE OF ST LUCIE COUNTY INC

EIN: 205375835 501(c)(3) Youth Development

PORT ST LUCIE, FL

Total Revenue
$912,822
Total Expenses
$1,075,962
Total Assets
$509,141
Net Assets
$424,077
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2006
Legal Domicile
FL
Principal Officer
TERESA BISHOP
Phone
7728715880
Tax Period
2024-10-01 to 2025-09-30

THE ROUNDTABLE OF ST LUCIE COUNTY INC, founded in 2006, is a small nonprofit in the Youth Development sector that reported $913K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $1.1M exceeded revenue, resulting in a 18% operating deficit.

Mission

TO SUSTAIN A TEAM OF COUNTY AND BUSINESS LEADERS WHO MOBILIZE RESOURCES TO IMPROVE THE EDUCATION, HEALTH, SAFETY, NUTRITION, AND CARE OF ALL CHILDREN IN ST. LUCIE COUNTY.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $912,565
Program Service Revenue $0
Investment Income $257
Other Revenue $0
TOTAL REVENUE $912,822

Expense Breakdown

Grants Paid $0
Salaries & Benefits $548,364
Fundraising Expenses $0
Program Expenses $876,072
Other Expenses $527,598
TOTAL EXPENSES $1,075,962

Year-over-Year Comparison

2024 2023 Change
Revenue $912,822 $1,054,461 -0.1%
Expenses $1,075,962 $1,068,377 +0.0%
Net Income $-163,140 $-13,916 +10.7%
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

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Liquidity & Cash Position

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Governance

Voting Members
29
Independent Members
29
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
8
$119,408
Total Directors
29
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANASTASIA NORMAN BOARD MEMBER 2.00
Director
$0 $0 $0
SEAN BOYLE BOARD MEMBER 3.00
Director
$0 $0 $0
MICHAEL BRODERICK BOARD MEMBER 2.00
Director
$0 $0 $0
TOM BAKKEDAHL BOARD MEMBER 2.00
Director
$0 $0 $0
THOMAS EPSKY BOARD MEMBER 2.00
Director
$0 $0 $0
ANDREW TREADWELL BOARD MEMBER 2.00
Director
$0 $0 $0
JOHN BOLDUC BOARD MEMBER 2.00
Director
$0 $0 $0
CAROL DELOACH VICE CHAIR 3.00
Officer Director
$0 $0 $0
ROBERT RIDLE BOARD MEMBER 2.00
Director
$0 $0 $0
TONY LOUPE PAST CHAIRMAN 3.00
Officer Director
$0 $0 $0
ROSETTA WASHINGTON BOARD MEMBER 2.00
Director
$0 $0 $0
ADRIENNE HUGGINS STEERING COMMITTEE CHAIR 3.00
Officer Director
$0 $0 $0
BRIAN BAUER BOARD MEMBER 2.00
Director
$0 $0 $0
LISA VON SEELEN BOARD MEMBER 2.00
Director
$0 $0 $0
NATHAN PETERSON TREASURER 3.00
Officer Director
$0 $0 $0
HEATHER PARKER CHAIR 3.00
Officer Director
$0 $0 $0
CLINT SPERBER BOARD MEMBER 2.00
Director
$0 $0 $0
PETER TESCH BOARD MEMBER 2.00
Director
$0 $0 $0
TERISSA ARONSON BOARD MEMBER 2.00
Director
$0 $0 $0
DR JON PRINCE BOARD MEMBER 2.00
Director
$0 $0 $0
ERIN LOWRY BOARD MEMBER 2.00
Director
$0 $0 $0
ANN BERNER SECRETARY 3.00
Officer Director
$0 $0 $0
JOSEPH CRACCHIOLA BOARD MEMBER 2.00
Director
$0 $0 $0
ROBERT MCPARTLAN BOARD MEMBER 2.00
Director
$0 $0 $0
DIAMOND LITTY BOARD MEMBER 2.00
Director
$0 $0 $0
DAVID PICKETT AT-LARGE MEMBER 3.00
Officer Director
$0 $0 $0
JEFF LEE BOARD MEMBER 2.00
Director
$0 $0 $0
DANA TRABULSY BOARD MEMBER 2.00
Director
$0 $0 $0
LEO NIEMCZYK BOARD MEMBER 2.00
Director
$0 $0 $0
TERESA BISHOP CHIEF EXECUTIVE OFFICER 40.00
Officer
$107,345 $12,063 $119,408
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 $912,822 $1,075,962 $509,141 $-163,140
2024 $1,054,461 $1,068,377 $615,725 $-13,916
2023 $1,245,962 $1,222,885 $719,916 $23,077
2022 $1,127,920 $963,938 $669,717 $163,982
2020 $823,074 $892,818 $523,545 $-69,744
2019 $859,740 $765,598 $526,057 $94,142
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