REFLECTIONS OF MANATEE INC (EIN 311567862) - 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

1998

Legal Domicile

Principal Officer

SHERRY SVEKIS

Phone

9412015435

Tax Period

2024-01-01 to 2024-12-31

REFLECTIONS OF MANATEE INC, founded in 1998, is a small nonprofit in the Arts, Culture & Humanities sector that reported $131K in total revenue in fiscal year 2024. Revenue surged 1124% from the prior year, signaling strong growth momentum. The organization ran a surplus of $31K, a strong 23% operating margin.

Mission

HISTORICAL EDUCATION AND PRESERVATION

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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 $29,484

Program Service Revenue $100,104

Investment Income $995

Other Revenue $0

TOTAL REVENUE $130,583

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,941

Fundraising Expenses $0

Program Expenses $93,776

Other Expenses $85,963

TOTAL EXPENSES $99,904

Year-over-Year Comparison

	2024	2023	Change
Revenue	$130,583	$10,665	+11.2%
Expenses	$99,904	$71,406	+0.4%
Net Income	$30,679	$-60,741	-1.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERRY SVEKIS	PRESIDENT	3.00	Officer	$0	$0	$0
JEAN LAMMIE	EXECUTIVE DIRECTOR	4.00	Director	$0	$0	$0
ARIANA SALDORI	SECRETARY	1.00	Officer	$0	$0	$0
ELIZABETH NEALY	VICE PRESIDENT	1.00	Officer	$0	$0	$0
DAVID LAMMIE	TREASURER	2.00	Officer	$0	$0	$0
ROBIN MORELAND	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN OLIVER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT WOITHE	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
2024	$130,583	$99,904	$396,440	$30,679
2024	No data	No data	No data	No data
2023	$61,848	$130,703	$426,502	$-68,855
2023	No data	No data	No data	No data
2022	$254,293	$97,305	$495,357	$156,988
2021	$49,507	$89,388	$338,369	$-39,881

REFLECTIONS OF MANATEE INC