COMMUNITY LEGAL SERVICES OF MID-FLORIDA INC (EIN 591156260) - 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

1966

Legal Domicile

Principal Officer

JEFFREY D HARVEY ESQ

Phone

4078417777

Tax Period

2025-01-01 to 2025-12-31

COMMUNITY LEGAL SERVICES OF MID-FLORIDA INC, founded in 1966, is a mid-sized nonprofit that reported $20.9M in total revenue in fiscal year 2025. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $19.2M left a modest 8% surplus.

Mission

ENHANCING THE LIVES OF THOSE WE SERVE THROUGH LEGAL SUPPORT, ASSISTANCE, AND 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 (2025)

Revenue Breakdown

Contributions & Grants $19,844,904

Program Service Revenue $500

Investment Income $695,192

Other Revenue $378,601

TOTAL REVENUE $20,919,197

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,078,244

Fundraising Expenses $643,672

Program Expenses $14,741,861

Other Expenses $4,131,532

TOTAL EXPENSES $19,209,776

Year-over-Year Comparison

	2025	2024	Change
Revenue	$20,919,197	$16,000,108	+0.3%
Expenses	$19,209,776	$16,159,347	+0.2%
Net Income	$1,709,421	$-159,239	-11.7%

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

185

Volunteers

311

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

$464,716

Total Directors

$274,944

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY HARVEY	CHIEF EXECUTIVE OFFICER	40.00	Officer Director	$235,974	$38,970	$274,944
KEVIN ROSS-ANDINO	PRESIDENT/ CHAIR	3.00	Officer Director	$0	$0	$0
SHERRI AKIN	CO-VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CARRIE RENTZ	CO-VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN BARTLEY	TREASURER	1.00	Officer Director	$0	$0	$0
SCOTT OWENS	SECRETARY	1.00	Officer Director	$0	$0	$0
CASSANDRA BROWN	DIRECTOR	1.00	Director	$0	$0	$0
JEREMIAH BLOCKER	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE BROWN	DIRECTOR	1.00	Director	$0	$0	$0
JOE COLOMBO	DIRECTOR	1.00	Director	$0	$0	$0
MATT FREY	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA HAMILTON-SMITH	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH MASON	DIRECTOR	1.00	Director	$0	$0	$0
SAKEENA NIX	DIRECTOR	1.00	Director	$0	$0	$0
TARNECIA O'BERRY	DIRECTOR	1.00	Director	$0	$0	$0
WYNN VICKERS	DIRECTOR	1.00	Director	$0	$0	$0
THERESA KOZUB	CHIEF FINANCIAL OFFICER	40.00	Officer	$169,492	$20,280	$189,772
DANIELLE HARRIS	CHIEF PROGRAM OFFICER	40.00	Highest	$166,484	$35,912	$202,396
NADIA SOULOUQUE	CHIEF HUMAN RESOURCES OFFI	40.00	Highest	$165,010	$21,674	$186,684

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	$20,919,197	$19,209,776	$26,666,919	$1,709,421
2024	$16,000,108	$16,159,347	$20,175,316	$-159,239
2023	$16,545,860	$13,872,670	$15,590,241	$2,673,190
2022	$12,210,827	$12,270,606	$10,215,374	$-59,779
2021	$11,067,426	$11,173,697	$10,144,490	$-106,271
2020	$11,891,762	$11,513,437	$10,301,852	$378,325
2019	$10,830,066	$10,960,772	$9,034,342	$-130,706
2018	$9,429,367	$9,303,453	$8,915,101	$125,914

COMMUNITY LEGAL SERVICES OF MID-FLORIDA INC