Shirley Proctor Puller Foundation Inc

EIN: 464930592 501(c)(3) Arts, Culture & Humanities

Saint Petersburg, FL

Total Revenue
$2,888,279
Total Expenses
$2,151,287
Total Assets
$1,791,368
Net Assets
$1,752,584
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2014
Legal Domicile
FL
Principal Officer
Bridgette Heller
Phone
7274908687
Tax Period
2024-01-01 to 2024-12-31

Shirley Proctor Puller Foundation Inc, founded in 2014, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.9M in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $737K, a strong 26% operating margin.

Mission

The mission is to advance literacy and help close the achievement gap for students in South St.Petersburg. The vision is a fully engaged, highly literate youth population who have achieved excellence in reading, math science, resulting in unlimited postgraduate opportunities.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,854,468
Program Service Revenue $26,170
Investment Income $7,638
Other Revenue $3
TOTAL REVENUE $2,888,279

Expense Breakdown

Grants Paid $6,704
Salaries & Benefits $1,350,868
Fundraising Expenses $2,582
Program Expenses $1,912,296
Other Expenses $793,715
TOTAL EXPENSES $2,151,287

Year-over-Year Comparison

2024 2023 Change
Revenue $2,888,279 $1,997,129 +0.4%
Expenses $2,151,287 $1,667,298 +0.3%
Net Income $736,992 $329,831 +1.2%
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
10
Independent Members
10
Employees
88
Volunteers
30

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
5
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Virginia Valenote Board Member 1.00
Director
$0 $0 $0
Vivian Fueyo Board Member 1.00
Director
$0 $0 $0
Kaley Johnson Board Member 1.00
Director
$0 $0 $0
Cosey Proctor Jr Board Member 1.00
Director
$0 $0 $0
Linda Lerner Board Member 1.00
Director
$0 $0 $0
LaTasha Barnes Board Member 1.00
Director
$0 $0 $0
Donna Cothron Board Member 1.00
Director
$0 $0 $0
Paul Steinhauser Board Member 1.00
Director
$0 $0 $0
Mario Farias Board Chair 1.00
Officer Director
$0 $0 $0
Lisset Hanewicz Vice Chair 1.00
Officer Director
$0 $0 $0
William Puller Treasurer 1.00
Officer Director
$0 $0 $0
Laura Askew Secretary 1.00
Officer Director
$0 $0 $0
Bridgette Heller CEO 40.00
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
2024 $2,888,279 $2,151,287 $1,791,368 $736,992
2023 $1,997,129 $1,667,298 $1,038,642 $329,831
2022 $1,519,984 $1,378,862 $704,793 $141,122
2021 $1,341,658 $903,788 $560,012 $437,870
2020 $706,714 $562,264 $128,233 $144,450
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