COMMUNITY FOUNDATION FOR PALM BEACH AND MARTIN COUNTIES INC (EIN 237181875) - 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

1972

Legal Domicile

Principal Officer

NIKKI MISKURA

Phone

5616596800

Tax Period

2023-07-01 to 2024-06-30

COMMUNITY FOUNDATION FOR PALM BEACH AND MARTIN COUNTIES INC, founded in 1972, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $36.1M in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.1M, a strong 20% operating margin.

Mission

TO ENHANCE THE QUALITY OF LIFE FOR ALL RESIDENTS NOW AND FOR FUTURE GENERATIONS; TO BUILD PERMANENT ENDOWMENTS, TO PROVIDE COMMUNITY LEADERSHIP ON RELEVANT ISSUES, AND TO ADDRESS NEEDS THROUGH GRANTMAKING. AS PART OF OUR STRATEGIC PLAN, THE COMMUNITY FOUNDATION'S GRANTMAKING FOCUSES ON DISCOVERING COLLECTIVE IMPACT PARTNERSHIPS AND LISTENING CLOSELY TO THE NEEDS OF OUR LOCAL COMMUNITY.

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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 $31,750,451

Program Service Revenue $0

Investment Income $4,486,787

Other Revenue $-132,058

TOTAL REVENUE $36,105,180

Expense Breakdown

Grants Paid $23,045,106

Salaries & Benefits $3,608,169

Fundraising Expenses $1,048,993

Program Expenses $26,204,298

Other Expenses $2,306,935

TOTAL EXPENSES $28,960,210

Year-over-Year Comparison

	2023	2022	Change
Revenue	$36,105,180	$26,074,193	+0.4%
Expenses	$28,960,210	$21,178,572	+0.4%
Net Income	$7,144,970	$4,895,621	+0.5%

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

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

$448,471

Total Directors

Key Employees

$864,763

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY A STOOPS	CHAIR	4.00	Officer Director	$0	$0	$0
SUSAN P BROCKWAY	VICE CHAIR	4.00	Officer Director	$0	$0	$0
DENNIS S HUDSON III	TREASURER	4.00	Officer Director	$0	$0	$0
SHEREE DAVIS CUNNINGHAM	SECRETARY	4.00	Officer Director	$0	$0	$0
JULIE FISHER CUMMINGS	IMMEDIATE PAST CHAIR	4.00	Director	$0	$0	$0
CHIP DI PAULA	DIRECTOR	4.00	Director	$0	$0	$0
MICHAEL J BRACCI	DIRECTOR	4.00	Director	$0	$0	$0
NANCY G BRINKER	DIRECTOR	4.00	Director	$0	$0	$0
TIMOTHY D BURKE	DIRECTOR	4.00	Director	$0	$0	$0
PHYLLIS M GILLESPIE	DIRECTOR	4.00	Director	$0	$0	$0
WILLIAM E DONNELL	DIRECTOR	4.00	Director	$0	$0	$0
EARNIE ELLISON JR	DIRECTOR	4.00	Director	$0	$0	$0
DR DENNIS P GALLON	DIRECTOR	4.00	Director	$0	$0	$0
DR JOANNE JULIEN	DIRECTOR	4.00	Director	$0	$0	$0
GABRIELLE RAYMOND MCGEE	DIRECTOR	4.00	Director	$0	$0	$0
DAVID MEROT	DIRECTOR	4.00	Director	$0	$0	$0
TAMMY JACKSON-MOORE	DIRECTOR	4.00	Director	$0	$0	$0
ELIZABETH R NEUHOFF	DIRECTOR	4.00	Director	$0	$0	$0
PAMELA M RAUCH	DIRECTOR	4.00	Director	$0	$0	$0
LAURIE SILVERS	DIRECTOR	4.00	Director	$0	$0	$0
SUSAN S STAUTBERG	DIRECTOR	4.00	Director	$0	$0	$0
MEREDITH TRIM	DIRECTOR	4.00	Director	$0	$0	$0
DANITA DEHANEY	PRESIDENT AND CEO	45.00	Officer	$399,923	$48,548	$448,471
JULIE LAUDERBAUGH	VP MARKETING	45.00	Key Emp	$188,760	$16,670	$205,430
MARY KATHERINE MORALES	VP FOR PHILANTHROPIC GIVIN	45.00	Key Emp	$191,315	$30,508	$221,823
ELIZABETH PRITCHARD	CIO	45.00	Key Emp	$163,167	$23,718	$186,885
STACEY BELL	CFO	45.00	Key Emp	$223,719	$26,906	$250,625
DARYL HOUSTON	VP COMMUNITY IMPACT	45.00	Highest	$120,204	$20,691	$140,895
NIKKI MISKURA	ACTING CFO	45.00	Highest	$122,522	$11,574	$134,096
DAVID DECKER DRANE	CHIEF OF STAFF	45.00	Highest	$124,007	$23,383	$147,390

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	$36,105,180	$28,960,210	$269,794,994	$7,144,970
2023	$26,074,193	$21,178,572	$244,681,756	$4,895,621
2022	$29,612,714	$19,076,016	$221,759,809	$10,536,698
2021	$38,621,379	$21,513,736	$238,858,362	$17,107,643
2020	$23,142,997	$19,995,251	$184,626,065	$3,147,746
2019	$28,868,926	$14,968,787	$180,720,449	$13,900,139
2018	$43,291,137	$14,007,770	$162,416,168	$29,283,367

COMMUNITY FOUNDATION FOR PALM BEACH AND MARTIN COUNTIES INC