GOLDEN VIEW GATOR EDUCATION FUND

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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

2002

Legal Domicile

Principal Officer

JENNIFER ZOTTER

Phone

9252076400

Tax Period

2022-07-01 to 2023-06-30

GOLDEN VIEW GATOR EDUCATION FUND, founded in 2002, is a small nonprofit that reported $278K in total revenue in fiscal year 2022. The organization ran a surplus of $70K, a strong 25% operating margin.

Mission

PROVIDE STUDENTS WITH ADDITIONAL EDUCATIONAL OPPORTUNITIES AND TO MAXIMIZE THE QUALITY OF EDUCATION AT GOLDEN VIEW ELEMENTARY SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $168,593

FUNDED SCHOOL GROUNDS ENHANCEMENTS FOR THE BENEFIT OF ALL SCHOOL STUDENTS.

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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 $127,754

Program Service Revenue $0

Investment Income $376

Other Revenue $149,737

TOTAL REVENUE $277,867

Expense Breakdown

Grants Paid $0

Salaries & Benefits $134,438

Fundraising Expenses $33,672

Program Expenses $168,593

Other Expenses $73,098

TOTAL EXPENSES $207,536

Year-over-Year Comparison

	2022	2021	Change
Revenue	$277,867	N/A	N/A
Expenses	$207,536	N/A	N/A
Net Income	$70,331	N/A	N/A

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

N/A

Volunteers

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
LARISA SOMSEL	Prior President	5.00	Officer Director	$0	$0	$0
JENNIFER ZOTTER	President	3.00	Officer	$0	$0	$0
MEREDITH BULLOCK	PRINCIPAL	3.00	Officer	$0	$0	$0
ADRIANA FUSARO	Treasurer	3.00	Officer	$0	$0	$0
BECCA BYNUM	Secretary	3.00	Officer	$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
2023	$277,867	$207,536	$266,088	$70,331
2019	$205,231	$237,240	$153,377	$-32,009