THE VENICE ENDOWMENT INC (EIN 590668991) - 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

2004

Legal Domicile

Principal Officer

PHILLIP P LANHAM

Phone

9414864600

Tax Period

2023-07-01 to 2024-06-30

Mission

FOR ORGANIZATION'S MISSION STATEMENTTHE MISSION OF THE VENICE ENDOWMENT, INC. IS TO ENRICH THE QUALITY OF LIFE IN SOUTH SARASOTA COUNTY, NORTH PORT, ENGLEWOOD, AND SURROUNDING AREAS. THIS IS ACCOMPLISHED THROUGH THE SUPPORT OF THE GULF COAST COMMUNITY FOUNDATION, INC.

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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 $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $30,295

Program Expenses $27,154

Other Expenses $88,066

TOTAL EXPENSES $88,066

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	N/A	N/A
Expenses	$88,066	N/A	N/A
Net Income	N/A	$0	N/A

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

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

$620,172

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILLIP P LANHAM	PRESIDENT/CEO	2.00	Officer	$0	$28,165	$280,751
CHRIS STOBAUGH	CFO/TREASURER	1.00	Officer	$0	$16,366	$250,857
KRISTIN PRINCE	SECRETARY	1.00	Officer	$0	$24,176	$88,564
DAVE SESSIONS	CHAIR	1.00	Director	$0	$0	$0
ANAND PALLEGAR	VICE CHAIR	1.00	Director	$0	$0	$0
ANNE ESSNER	DIRECTOR	1.00	Director	$0	$0	$0
PING FAULHABER	DIRECTOR	1.00	Director	$0	$0	$0
ROSE-ANNE FRANO	DIRECTOR	1.00	Director	$0	$0	$0
JOHN GIGLIO	DIRECTOR	1.00	Director	$0	$0	$0
DAVID GREEN	DIRECTOR	1.00	Director	$0	$0	$0
ROD HERSHBERGER	DIRECTOR	1.00	Director	$0	$0	$0
KEITH JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
FRANK MARTUCCI	DIRECTOR	1.00	Director	$0	$0	$0
PETE PETERSEN	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN SOFIA	DIRECTOR	1.00	Director	$0	$0	$0
TRACY KNIGHT	DIRECTOR	1.00	Director	$0	$0	$0
PETER SODERBERG	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
2025	No data	No data	No data	No data
2024	No data	$88,066	$1,729,375	No data

THE VENICE ENDOWMENT INC