FLORIDA SCHOOL FINANCE OFFICERS ASSOCIATION INC (EIN 412141339) - 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

2004

Legal Domicile

Principal Officer

LORENA BRUNEAU

Phone

4073200055

Tax Period

2023-01-01 to 2023-12-31

FLORIDA SCHOOL FINANCE OFFICERS ASSOCIATION INC, founded in 2004, is a small nonprofit in the Education sector that reported $281K in total revenue in fiscal year 2023. The organization ran a surplus of $76K, a strong 27% operating margin.

Mission

THE PRIMARY MISSION OF THE ORGANIZATION IS TO PROVIDE A VENUE FOR INTERACTION, NETWORKING, EDUCATION AND THE EXCHANGE OF INFORMATION, IDEAS AND KNOWLEDGE AMONG THOSE PERSONS RESPONSIBLE FOR MANAGEMENT OF THE FINANCIAL OPERATIONS OF THE SCHOOL DISTRICTS OF THE STATE OF FLORIDA.

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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 $0

Program Service Revenue $22,811

Investment Income $40

Other Revenue $258,392

TOTAL REVENUE $281,243

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $202,969

Other Expenses $205,632

TOTAL EXPENSES $205,632

Year-over-Year Comparison

	2023	2022	Change
Revenue	$281,243	$-103,887	-3.7%
Expenses	$205,632	$7,393	+26.8%
Net Income	$75,611	$-111,280	-1.7%

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

N/A

Employees

N/A

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
LORENA BRUNEAU	TREASURER	N/A	Officer 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	No data	No data	No data	No data
2023	$281,243	$205,632	$126,853	$75,611
2022	$-103,887	$7,393	$51,242	$-111,280
2021	$-12,577	$11,991	$162,521	$-24,568
2020	$-6,358	$25,305	$187,088	$-31,663
2019	$120,131	$14,382	$218,745	$105,749
2018	$10,427	$15,281	$112,996	$-4,854

FLORIDA SCHOOL FINANCE OFFICERS ASSOCIATION INC