Retired Florida Educators Foundation of Orange County Florida (EIN 582144522) - 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

1978

Legal Domicile

Principal Officer

Janice Quint

Phone

4072567375

Tax Period

2023-01-01 to 2023-12-31

Retired Florida Educators Foundation of Orange County Florida, founded in 1978, is a micro nonprofit in the Housing & Shelter sector that reported $22K in total revenue in fiscal year 2023. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $41K exceeded revenue, resulting in a 90% operating deficit.

Mission

Our mission is to provide scholarships to students seeking higher education.

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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 $0

Program Service Revenue $0

Investment Income $21,692

Other Revenue $0

TOTAL REVENUE $21,692

Expense Breakdown

Grants Paid $33,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,000

Other Expenses $8,122

TOTAL EXPENSES $41,122

Year-over-Year Comparison

	2023	2022	Change
Revenue	$21,692	$39,102	-0.4%
Expenses	$41,122	$38,670	+0.1%
Net Income	$-19,430	$432	-46.0%

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
Dave Magee	Chair	1.00	Officer Director	$0	$0	$0
Cathy Thompson	Vice Chair	1.00	Officer Director	$0	$0	$0
Brenda Alston	Secretary	1.00	Officer Director	$0	$0	$0
Janice Quint	Treasurer/Scholarshi	1.00	Officer Director	$0	$0	$0
Gary Moser	Director	1.00	Director	$0	$0	$0
Prince Kelley	Director	1.00	Director	$0	$0	$0
Nancy Pelser Borowicz	Director	1.00	Director	$0	$0	$0
Gwen Mercer	Director	1.00	Director	$0	$0	$0
Cynthia Hubbard	Director	1.00	Director	$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	No data	No data	No data	No data
2023	$21,692	$41,122	$1,008,946	$-19,430
2022	$39,102	$38,670	$945,827	$432
2021	$97,307	$45,658	$1,110,581	$51,649
2020	$70,541	$39,855	$1,057,059	$30,686

Retired Florida Educators Foundation of Orange County Florida