TAMPA BAY TECHNOLOGY FORUM INC (EIN 510444271) - 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

2003

Legal Domicile

Principal Officer

MEGHAN O'KEEFE

Phone

8133911607

Tax Period

2023-01-01 to 2023-12-31

TAMPA BAY TECHNOLOGY FORUM INC, founded in 2003, is a small nonprofit in the Science & Technology sector that reported $614K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $98K, a strong 16% operating margin.

Mission

TO BUILD A RADICALLY CONNECTED, FLOURISHING TECH HUB WHERE OPPORTUNITY IS ABUNDANT FOR ALL

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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 $609,745

Program Service Revenue $41,244

Investment Income $80

Other Revenue $-37,557

TOTAL REVENUE $613,512

Expense Breakdown

Grants Paid $6,300

Salaries & Benefits $180,335

Fundraising Expenses $0

Other Expenses $328,565

TOTAL EXPENSES $515,200

Year-over-Year Comparison

	2023	2022	Change
Revenue	$613,512	$654,466	-0.1%
Expenses	$515,200	$598,946	-0.1%
Net Income	$98,312	$55,520	+0.8%

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

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

$125,200

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS KARLO	CHAIR	8.00	Officer Director	$0	$0	$0
AMANDA DUGGAR	VICE CHAIR	8.00	Officer Director	$0	$0	$0
TODD DANIELL	SECRETARY	4.00	Officer Director	$0	$0	$0
MATT MATTER	TREASURER	4.00	Officer Director	$0	$0	$0
ANDE JOHNSON	PAST CHAIR	6.00	Officer Director	$0	$0	$0
JEFF ALAGOOD	DIRECTOR	0.30	Director	$0	$0	$0
AMY ALLEY	DIRECTOR	0.30	Director	$0	$0	$0
MIKE BARKER	DIRECTOR	0.30	Director	$0	$0	$0
PETAR BESALEV	DIRECTOR	0.30	Director	$0	$0	$0
KATHY BOWMAN	DIRECTOR	0.30	Director	$0	$0	$0
MEGAN BROOKS	DIRECTOR	0.30	Director	$0	$0	$0
TINA BROWN	DIRECTOR	0.30	Director	$0	$0	$0
STALEY BRYANT	DIRECTOR	0.30	Director	$0	$0	$0
SEAN CANADY	DIRECTOR	0.30	Director	$0	$0	$0
CHRIS CATE	DIRECTOR	0.30	Director	$0	$0	$0
ARTHUR CLARK	DIRECTOR	0.30	Director	$0	$0	$0
LISA CROW	DIRECTOR	0.30	Director	$0	$0	$0
SABLE DAVIS	DIRECTOR	0.30	Director	$0	$0	$0
LESLIE DENTINGER	DIRECTOR	0.30	Director	$0	$0	$0
TONYA ELMORE	DIRECTOR	0.30	Director	$0	$0	$0
ALLIE FELIX	DIRECTOR	0.30	Director	$0	$0	$0
JOHN GAGNON	DIRECTOR	0.30	Director	$0	$0	$0
FRANCESCA GONZALEZ-ROEL	DIRECTOR	0.30	Director	$0	$0	$0
TAYLOR HOWARD	DIRECTOR	0.30	Director	$0	$0	$0
NORENE KEMP	DIRECTOR	0.30	Director	$0	$0	$0
TODD KETTERMAN	DIRECTOR	0.30	Director	$0	$0	$0
BRIAN KROSTUE	DIRECTOR	0.30	Director	$0	$0	$0
RAGHU KUTTY	DIRECTOR	0.30	Director	$0	$0	$0
MARIA PARKER LINSKY	DIRECTOR	0.30	Director	$0	$0	$0
TAMMY HEDMAN	DIRECTOR	0.30	Director	$0	$0	$0
JOSEPH MONASTIERO	DIRECTOR	0.30	Director	$0	$0	$0
RAY MORGANTI	DIRECTOR	0.30	Director	$0	$0	$0
ELIZABETH NELSON	DIRECTOR	0.30	Director	$0	$0	$0
TOM ONEAL	DIRECTOR	0.30	Director	$0	$0	$0
LINDA OLSON	DIRECTOR	0.30	Director	$0	$0	$0
DOMINIC PATRUNO	DIRECTOR	0.30	Director	$0	$0	$0
BEN PLEGGE	DIRECTOR	0.30	Director	$0	$0	$0
KEN POMELLA	DIRECTOR	0.30	Director	$0	$0	$0
LAUREN PRAGER	DIRECTOR	0.30	Director	$0	$0	$0
OTTO SIDAN	DIRECTOR	0.30	Director	$0	$0	$0
PAUL SOHL	DIRECTOR	0.30	Director	$0	$0	$0
JOE SOUTHRON	DIRECTOR	0.30	Director	$0	$0	$0
KISHEN SRIDHARAN	DIRECTOR	0.30	Director	$0	$0	$0
THOMAS STABLEIN	DIRECTOR	0.30	Director	$0	$0	$0
JOHN TARBUTTON	DIRECTOR	0.30	Director	$0	$0	$0
MATHEW THOMAS	DIRECTOR	0.30	Director	$0	$0	$0
JASON WARNKE	DIRECTOR	0.30	Director	$0	$0	$0
MEGHAN O'KEEFE	EXECUTIVE DIRECTOR AS OF 12/23	40.00	Officer	$122,200	$0	$122,200
VIRGINIA LEE	INT. EXECUTIVE DIRECTOR THRU 1/23	40.00	Officer	$3,000	$0	$3,000

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	$613,512	$515,200	$933,398	$98,312
2022	$654,466	$598,946	$831,135	$55,520
2021	$478,253	$462,438	$702,445	$15,815
2020	$423,796	$388,156	$421,325	$35,640
2019	$487,633	$500,276	$368,712	$-12,643
2018	$501,466	$450,310	$375,805	$51,156

TAMPA BAY TECHNOLOGY FORUM INC