RAYMOND JAMES EMPLOYEE CHARITY FUND

EIN: 364670130 501(c)(3)

ST PETERSBURG, FL

Total Revenue
$41,449
Total Expenses
$88,685
Total Assets
N/A
Net Assets
N/A
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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
2010
Principal Officer
ANDREA MASTERSON
Tax Period
2020-01-01 to 2020-12-31

RAYMOND JAMES EMPLOYEE CHARITY FUND, founded in 2010, is a micro nonprofit that reported $41K in total revenue in fiscal year 2020. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $89K exceeded revenue, resulting in a 114% operating deficit.

Mission

CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE PURPOSES.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $41,449
TOTAL REVENUE $41,449

Expense Breakdown

Grants Paid $73,061
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $73,061
Other Expenses $15,624
TOTAL EXPENSES $88,685

Year-over-Year Comparison

2020 2019 Change
Revenue $41,449 $70,560 -0.4%
Expenses $88,685 $99,545 -0.1%
Net Income $-47,236 $-28,985 +0.6%
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

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Governance

Voting Members
3
Independent Members
N/A
Employees
N/A
Volunteers
15

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
1
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
VIN CAMPANGOLI DIRECTOR 0.25
Director
$0 $0 $0
ANDREA MASTERSON TREASURER 2.50
Officer Director
$0 $0 $0
JONATHAN SANTELLI DIRECTOR 0.25
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
2020 $41,449 $88,685 No data $-47,236
2019 $70,560 $99,545 $150,304 $-28,985
2018 $453,733 $405,594 $175,931 $48,139
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