SARASOTA FLOTILLA 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

1999

Legal Domicile

Principal Officer

JOHN BERRY

Phone

9418947093

Tax Period

2024-01-01 to 2024-12-31

SARASOTA FLOTILLA INC, founded in 1999, is a micro nonprofit that reported $45K in total revenue in fiscal year 2024. Revenue surged 125% from the prior year, signaling strong growth momentum. The organization ran a surplus of $11K, a strong 23% operating margin.

Mission

SUPPORT THE LOCAL FLOTILLA AND USCGA 84 WITH FUNDS TO PROVIDE ADEQUATE AND CONTINUING EDUCATION TO THE BOATING COMMUNITY IN SARASOTA, FL.

Program Service Accomplishments

Program 1

Expenses: $29,943

REVENUES ARE REALIZED FROM INVESTMENTS HELD BY THE ORGANIZATION TO FUND EXPENSES INCURRED IN MAINTAINING ITS FACILITY TO PROVIDE BOATING INSTRUCTION TO LOCAL COMMUNITY OF SARASOTA AND SURROUNDING...

REVENUES ARE REALIZED FROM INVESTMENTS HELD BY THE ORGANIZATION TO FUND EXPENSES INCURRED IN MAINTAINING ITS FACILITY TO PROVIDE BOATING INSTRUCTION TO LOCAL COMMUNITY OF SARASOTA AND SURROUNDING AREAS. IT ALSO FROM TIME TO TIME PROVIDES FUNDING IN THE FORM OF A GRANT TO THE USCGA 84 OPERATIONAL EXPENSES INCURRED BY THE USCGA 84 OF SARASOTA FLORIDA.

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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 $45,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $45,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,943

Other Expenses $34,498

TOTAL EXPENSES $34,498

Year-over-Year Comparison

	2024	2023	Change
Revenue	$45,000	$20,000	+1.3%
Expenses	$34,498	$27,345	+0.3%
Net Income	$10,502	$-7,345	-2.4%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM GERST	PRESIDENT	1.00	Officer Director	$0	$0	$0
RONALD MILLS	DIRECTOR	1.00	Director	$0	$0	$0
RANDALL MORITZ	TRUSTEE	1.00	Director	$0	$0	$0
MURRAY PRICE	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES STEWART	DIRECTOR	1.00	Director	$0	$0	$0
STUART WALLACE	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
KEVIN WILCOX	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BERRY	TREASURER	1.00	Officer 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	$45,000	$34,498	$26,753	$10,502
2023	$20,000	$27,345	$16,251	$-7,345
2022	$35,002	$52,520	$23,596	$-17,518
2021	$5	$41,952	$41,114	$-41,947
2020	$19,824	$9,379	$83,061	$10,445
2019	$5,468	$50,897	$72,616	$-45,429
2018	$-203,581	$2,305,591	$118,045	$-2,509,172