EXECUTIVE ROUNDTABLE OF INDIAN RIV… - Form 990 Financial Data

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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

2013

Legal Domicile

Principal Officer

CASEY LUNCEFORD

Phone

7725624158

Tax Period

2019-10-01 to 2020-09-30

EXECUTIVE ROUNDTABLE OF INDIAN RIVER COUNTY INC, founded in 2013, is a micro nonprofit in the Youth Development sector that reported $18K in total revenue in fiscal year 2019. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $36K exceeded revenue, resulting in a 99% operating deficit.

Mission

TO IDENTIFY SOLUTIONS THAT WILL PROTECT AND ENHANCE THE LIVES OF INDIAN RIVER COUNTY CHILDREN, INDIVIDUALS, FAMILIES, AND SENIORS.

Program Service Accomplishments

Program 1

Expenses: $28,656

THE ORGANIZATION'S VISION IS TO SUPPORT A CARING, HEALTHY COMMUNITY WHERE ALL CHILDREN, INDIVIDUALS, FAMILIES AND SENIORS HAVE ACCESS TO THE RESOURCES AND SUPPORT THEY NEED TO IMPROVE THEIR QUALITY OF LIFE. TO ACCOMPLISH THIS THE ORGANIZATION MEETS TO IDENTIFY KEY NEEDS AND ISSUES IN INDIAN RIVER COUNTY AND WORKS TO FACILITATE SUPPORT FROM APPROPRIATE RESOURCES AND AGENCIES TO RESOLVE THESE NEEDS AND ISSUES. THE ORGANIZATION'S PROGRAM FOCUS INCLUDES FACILITATING "KIDS AT HOPE" IN INDIAN RIVER COUNTY THROUGH TRAINING SESSIONS FOR COMMUNITY MEMBERS, AS WELL AS CERTAIN SUPPORTING GRANTS FOR ORGANIZATIONS WITH DEVELOPING PROGRAMS CONSISTENT WITH OUR MISSION.

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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 (2019)

Revenue Breakdown

Contributions & Grants $19,908

Program Service Revenue $0

Investment Income $0

Other Revenue $-1,858

TOTAL REVENUE $18,050

Expense Breakdown

Grants Paid $6,012

Salaries & Benefits $0

Fundraising Expenses $1,372

Program Expenses $28,656

Other Expenses $29,934

TOTAL EXPENSES $35,946

Year-over-Year Comparison

	2019	2018	Change
Revenue	$18,050	$24,115	-0.3%
Expenses	$35,946	$29,215	+0.2%
Net Income	$-17,896	$-5,100	+2.5%

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

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

$24,461

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL CARLISLE	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ROBERT MCPARTLAN	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
MICHAEL KINT	SECRETARY	1.00	Officer Director	$0	$0	$0
CASPER J JACOBY IV	TREASURER	1.00	Officer Director	$0	$0	$0
DAN ACOSTA	DIRECTOR	0.50	Director	$0	$0	$0
TERI BARENBORG	DIRECTOR	0.50	Director	$0	$0	$0
AMBER BATCHELOR	DIRECTOR	0.50	Director	$0	$0	$0
ANN BERNER	DIRECTOR	0.50	Director	$0	$0	$0
ANDREA BERRY	DIRECTOR	0.50	Director	$0	$0	$0
PAUL CARLISLE	DIRECTOR	0.50	Director	$0	$0	$0
BRUCE COLTON	DIRECTOR	0.50	Director	$0	$0	$0
DAVID CURREY	DIRECTOR	0.50	Director	$0	$0	$0
KAREN DEIGL	DIRECTOR	0.50	Director	$0	$0	$0
DEBRA ENGLE	DIRECTOR	0.50	Director	$0	$0	$0
MONTE FALLS	DIRECTOR	0.50	Director	$0	$0	$0
BARBARA FORD	DIRECTOR	0.50	Director	$0	$0	$0
MIRANDA HAWKER	DIRECTOR	0.50	Director	$0	$0	$0
TIFFANY JUSTICE	DIRECTOR	0.50	Director	$0	$0	$0
DERYL LOAR	DIRECTOR	0.50	Director	$0	$0	$0
CARRIE LESTER-MAYNARD	DIRECTOR	0.50	Director	$0	$0	$0
CASEY LUNCEFORD	DIRECTOR	0.50	Director	$0	$0	$0
MARK MATHES	DIRECTOR	0.50	Director	$0	$0	$0
DAVID MOORE	DIRECTOR	0.50	Director	$0	$0	$0
MICHELLE MORRIS	DIRECTOR	0.50	Director	$0	$0	$0
PAUL NIGRO	DIRECTOR	0.50	Director	$0	$0	$0
PETER O'BRYAN	DIRECTOR	0.50	Director	$0	$0	$0
HEATHER PARKER	DIRECTOR	0.50	Director	$0	$0	$0
ANGELIA PERRY	DIRECTOR	0.50	Director	$0	$0	$0
NATHAN PETERSON	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD ROSELL	DIRECTOR	0.50	Director	$0	$0	$0
SABRINA SAMPSON	DIRECTOR	0.50	Director	$0	$0	$0
KYLEIGH SAVOIE	DIRECTOR	0.50	Director	$0	$0	$0
LESLIE SPURLOCK	DIRECTOR	0.50	Director	$0	$0	$0
CARYN TOOLE	DIRECTOR	0.50	Director	$0	$0	$0
NIVEA TORRES	DIRECTOR	0.50	Director	$0	$0	$0
KEITH TOUCHBERRY	DIRECTOR	0.50	Director	$0	$0	$0
WYDEE'A WILSON	DIRECTOR	0.50	Director	$0	$0	$0
AIMEE HILL	EXECUTIVE DIRECTOR	20.00	Officer	$24,461	$0	$24,461

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	$18,050	$35,946	$16,339	$-17,896
2019	$24,115	$29,215	$34,235	$-5,100
2018	$38,000	$32,553	$39,335	$5,447

EXECUTIVE ROUNDTABLE OF INDIAN RIVER COUNTY INC