CAPE CORAL COMMUNITY FOUNDATION (EIN 237410312) - 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

1973

Legal Domicile

Principal Officer

MICHAEL CHATMAN

Phone

2395425594

Tax Period

2022-07-01 to 2023-06-30

CAPE CORAL COMMUNITY FOUNDATION, founded in 1973, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2022. Revenue decreased 14% compared to the prior year. Expenses of $1.3M exceeded revenue, resulting in a 20% operating deficit.

Mission

TO PROVIDE A POOL OF PHILANTHROPIC FUNDS TO MEET CHARITABLE NEEDS IN THE GREATER CAPE CORAL AREA AND TO ASSIST IN MAKING CHARITABLE GIFTS

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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 (2022)

Revenue Breakdown

Contributions & Grants $425,371

Program Service Revenue $0

Investment Income $503,781

Other Revenue $162,632

TOTAL REVENUE $1,091,784

Expense Breakdown

Grants Paid $508,881

Salaries & Benefits $182,245

Fundraising Expenses $185,920

Program Expenses $586,098

Other Expenses $617,477

TOTAL EXPENSES $1,308,603

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,091,784	$1,263,471	-0.1%
Expenses	$1,308,603	$1,267,048	+0.0%
Net Income	$-216,819	$-3,577	+59.6%

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

$153,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL CHATMAN	EXECUTIVE DI	40.00	Officer	$153,000	$0	$153,000
JOSEPH CERINO	DIRECTOR	1.00	Director	$0	$0	$0
TAMI CINDRICH	TREASURER	1.00	Officer Director	$0	$0	$0
EVA GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
PAUL LODATO	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ALFONSO MANCINI	DIRECTOR	1.00	Director	$0	$0	$0
WES OLDS	DIRECTOR	1.00	Director	$0	$0	$0
TODD THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
EARNEST WILKS	DIRECTOR	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,091,784	$1,308,603	$12,324,463	$-216,819
2022	$1,263,471	$1,267,048	$11,788,860	$-3,577
2021	$1,312,870	$996,009	$13,735,001	$316,861
2020	$1,127,406	$1,136,141	$11,529,122	$-8,735
2019	$1,270,705	$1,171,482	$11,419,981	$99,223
2018	$1,203,549	$945,459	$11,301,690	$258,090

CAPE CORAL COMMUNITY FOUNDATION