211 Palm BeachTreasure Coast Inc

EIN: 237153017 501(c)(3) Mental Health

Lantana, FL

Total Revenue
$5,443,280
Total Expenses
$4,903,038
Total Assets
$7,796,241
Net Assets
$7,322,459
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1971
Legal Domicile
FL
Principal Officer
Thomas Barnes
Phone
5612317221
Tax Period
2024-07-01 to 2025-06-30

211 Palm BeachTreasure Coast Inc, founded in 1971, is a community nonprofit in the Mental Health sector that reported $5.4M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $4.9M left a modest 10% surplus.

Mission

See Part III, Line 1.

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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 $5,279,481
Program Service Revenue $0
Investment Income $180,081
Other Revenue $-16,282
TOTAL REVENUE $5,443,280

Expense Breakdown

Grants Paid $2,190
Salaries & Benefits $3,938,277
Fundraising Expenses $184,408
Program Expenses $4,303,891
Other Expenses $962,571
TOTAL EXPENSES $4,903,038

Year-over-Year Comparison

2024 2023 Change
Revenue $5,443,280 $5,800,306 -0.1%
Expenses $4,903,038 $5,282,734 -0.1%
Net Income $540,242 $517,572 +0.0%
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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Governance

Voting Members
17
Independent Members
17
Employees
98
Volunteers
20

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
$381,307
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Lee Williams Immediate Past Chair 2.00
Officer Director
$0 $0 $0
Brendan Lynch Treasurer 2.00
Officer Director
$0 $0 $0
Ken Kettner Chairman 2.00
Officer Director
$0 $0 $0
Ruben Rodriguez Board Member (served from 5/1/25) 1.00
Director
$0 $0 $0
Kelly Cambron Board Member 1.00
Director
$0 $0 $0
John Carr Board Member 1.00
Director
$0 $0 $0
Raymond F Ellis Board Member (resigned May 2025) 1.00
Director
$0 $0 $0
George Elmore Board Member 1.00
Director
$0 $0 $0
Trent Swift Vice Chairman 2.00
Officer Director
$0 $0 $0
Nancy Lambrecht Board Member 1.00
Director
$0 $0 $0
Achara Marshall Board Member 1.00
Director
$0 $0 $0
Rachel Needle Board Member 1.00
Director
$0 $0 $0
Therese M Shehan Board Member 1.00
Director
$0 $0 $0
William Abel Secretary 1.00
Officer Director
$0 $0 $0
John Deese Board Member 1.00
Director
$0 $0 $0
Cathy Hershcopf Board Member (served from 7/2/24) 1.00
Director
$0 $0 $0
Kathleen Hillman Board Member 1.00
Director
$0 $0 $0
Matt Sackel Boardmember (resigned 1/25/25) 1.00
Director
$0 $0 $0
Sharon L'Herrou President/CEO (resigned 6/6/2025) 40.00
Officer
$197,924 $13,100 $211,024
Heather Anstaett Director of Finance 40.00
Officer
$107,255 $9,994 $117,249
Thomas Barnes (CSO 7/1/24-6/6 25, Pres/CEO 6/6/25 - Present) 40.00
Officer
$53,034 $0 $53,034
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 $5,443,280 $4,903,038 $7,796,241 $540,242
2024 $5,800,306 $5,282,734 $7,222,998 $517,572
2023 $7,759,718 $5,202,837 $6,985,145 $2,556,881
2022 $5,161,944 $3,591,008 $4,096,355 $1,570,936
2021 $4,003,024 $3,047,068 $2,439,851 $955,956
2020 $3,204,213 $2,929,542 $1,499,657 $274,671
2019 $2,781,753 $2,644,478 $1,197,005 $137,275
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