MOUNT DORA COMMUNITY TRUST (EIN 237227875) - 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

Tax Period

2023-09-01 to 2024-08-31

MOUNT DORA COMMUNITY TRUST, founded in 1972, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.5M in total revenue in fiscal year 2023. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.2M, a strong 41% operating margin.

Mission

ESTABLISHED IN 1972, THE MOUNT DORA COMMUNITY TRUST AIMS TO ENRICH THE QUALITY OF MOUNT DORA AND NORTHEAST LAKE COUNTY BY MAXIMIZING PERPETUAL GIVING, PROMOTING LEADERSHIP IN THE COMMUNITY, AND PAIRING DONORS WITH THE CAUSES THEY ARE PASSIONATE ABOUT.

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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 $2,782,616

Program Service Revenue $0

Investment Income $2,436,411

Other Revenue $294,713

TOTAL REVENUE $5,513,740

Expense Breakdown

Grants Paid $2,474,357

Salaries & Benefits $623,075

Fundraising Expenses $23,819

Program Expenses $3,069,863

Other Expenses $170,934

TOTAL EXPENSES $3,268,366

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,513,740	$3,882,915	+0.4%
Expenses	$3,268,366	$2,341,856	+0.4%
Net Income	$2,245,374	$1,541,059	+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

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

$106,731

Total Directors

Key Employees

$147,954

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FIRST NATIONAL BANK OF MT DORA	TRUSTEE	40.00		$376,926	$0	$376,926
ROB ENGLISH	EXECUTIVE DIRECTOR	40.00	Officer	$106,731	$0	$106,731
SARAH HERRICK	PROGRAM DIRECTOR	40.00	Key Emp	$79,250	$0	$79,250
TABITHA MOORE	COMMUNITY IMPACT COORDINATOR	40.00	Key Emp	$47,936	$0	$47,936
KIM DEIVERNOIS	ADMIN ASSISTANT	40.00	Key Emp	$20,768	$0	$20,768
BILLY BROOKS	DISTRIBUTION COMMITTEE	1.00	Director	$0	$0	$0
CRISSY STILE	DISTRIBUTION COMMITTEE VICE C	1.00	Director	$0	$0	$0
BOBBY ROWE	DISTRIBUTION COMMITTEE CHAIRP	1.00	Director	$0	$0	$0
EDEE ROBINSON	DISTRIBUTION COMMITTEE	1.00	Director	$0	$0	$0
SHIVAM PATEL	DISTRIBUTION COMMITTEE	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
2024	$5,513,740	$3,268,366	$25,339,281	$2,245,374
2023	$3,882,915	$2,341,856	$23,093,907	$1,541,059
2022	$4,209,963	$1,908,624	$21,552,848	$2,301,339
2021	$4,094,382	$1,246,469	$19,251,509	$2,847,913
2020	$1,693,948	$850,878	$16,403,596	$843,070
2019	$1,369,636	$931,324	$15,560,526	$438,312

MOUNT DORA COMMUNITY TRUST