EDUCATION ASSOCIATION OF ST LUCIE LLC (EIN 590213252) - 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

1946

Legal Domicile

Principal Officer

E DAVID FREELAND

Phone

7724646430

Tax Period

2024-07-01 to 2025-06-30

EDUCATION ASSOCIATION OF ST LUCIE LLC, founded in 1946, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 175% from the prior year, signaling strong growth momentum. The organization ran a surplus of $213K, a strong 15% operating margin.

Mission

TO PROMOTE AND ADVOCATE THE INTERESTS OF TEACHERS IN ST LUCIE COUNTY, FLORIDA

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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 $0

Program Service Revenue $1,390,626

Investment Income $2,684

Other Revenue $15,485

TOTAL REVENUE $1,408,795

Expense Breakdown

Grants Paid $0

Salaries & Benefits $419,169

Fundraising Expenses $4,941

Program Expenses $1,096,726

Other Expenses $777,002

TOTAL EXPENSES $1,196,171

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,408,795	$512,325	+1.7%
Expenses	$1,196,171	$712,712	+0.7%
Net Income	$212,624	$-200,387	-2.1%

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

$186,322

Total Directors

$186,322

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
E DAVID FREELAND	PRESIDENT	40.00	Officer Director	$0	$100,324	$100,324
REBECCA PETRIE	VICE PRESIDENT-CTA	40.00	Officer Director	$0	$85,998	$85,998
SANDRA ROHN	VICE PRES-CU	5.00	Officer Director	$0	$0	$0
LAURA LOVETTE-ESTIMA	TREASURER	10.00	Officer Director	$0	$0	$0
COLLEEN PETERSON	SECRETARY-CTA	5.00	Officer Director	$0	$0	$0
LASHAWN FLOYD	SECRETARY-CU	5.00	Officer Director	$0	$0	$0
CLAUDIA MARTIN-VEGUE	EXECUTIVE MEMBER-CTA	5.00	Director	$0	$0	$0
PAMELA JENKINS	EXECUTIVE MEMBER-CU	5.00	Director	$0	$0	$0
ALAN MATHISON	EXECUTIVE MEMBER	5.00	Director	$0	$0	$0
JENNIFER KINKADE	VICE PRESIDENT - PROTECH	5.00	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
2025	$1,408,795	$1,196,171	$685,777	$212,624
2024	$512,325	$712,712	$483,985	$-200,387
2023	$1,589,500	$1,588,635	$694,783	$865
2022	$1,499,583	$1,490,249	$703,929	$9,334
2021	$1,523,990	$1,511,018	$704,221	$12,972
2020	$1,523,367	$1,502,777	$700,502	$20,590
2019	$1,531,448	$1,480,930	$688,801	$50,518
2018	$1,503,558	$1,481,835	$646,766	$21,723

EDUCATION ASSOCIATION OF ST LUCIE LLC