SOUTHEAST FLORDIA COMMUNITY DEVELO… - 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

2014

Legal Domicile

Principal Officer

Lisa Mooney

Phone

9549243653

Tax Period

2024-10-01 to 2025-09-30

SOUTHEAST FLORDIA COMMUNITY DEVELOPMENT FUND INC, founded in 2014, is a micro nonprofit in the Community Improvement sector that reported $90K in total revenue in fiscal year 2024. The organization ran a surplus of $61K, a strong 68% operating margin.

Mission

The organizations mission is to create retain and expand opportunities for community residents that add value to the economy of South Florida.

Program Service Accomplishments

Program 1

Expenses: $28,807 Revenue: $89,727

The SEFCDFI provides business financing for eligible projects within Palm Beach Miami Dade Broward and Monroe counties.

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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 (2024)

Revenue Breakdown

Contributions & Grants $10,000

Program Service Revenue $45,898

Investment Income $33,829

Other Revenue $0

TOTAL REVENUE $89,727

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,807

Other Expenses $28,807

TOTAL EXPENSES $28,807

Year-over-Year Comparison

	2024	2023	Change
Revenue	$89,727	$92,549	0.0%
Expenses	$28,807	$22,935	+0.3%
Net Income	$60,920	$69,614	-0.1%

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

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
Lisa Mooney	Treasurer	1.00	Director	$0	$0	$0
Carey Goldberg	Vice Chair	1.00	Director	$0	$0	$0
Tequisha Myles	Chair	1.00	Director	$0	$0	$0
Sam Kaufman	Secretary	1.00	Director	$0	$0	$0
Marie Gill	Board Member	1.00	Director	$0	$0	$0
Mohamed Bamba	Board Member	1.00	Director	$0	$0	$0
Isabel Cosio Carballo	Executive Director	1.00		$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
2025	$89,727	$28,807	$1,725,270	$60,920
2024	$92,549	$22,935	$1,664,661	$69,614
2023	$64,019	$32,629	$1,594,809	$31,390
2022	$47,740	$21,815	$2,038,386	$25,925
2021	$44,979	$24,351	$2,537,421	$20,628
2018	$57,852	$107,286	$520,181	$-49,434

SOUTHEAST FLORDIA COMMUNITY DEVELOPMENT FUND INC