COTILLION CLUB OF SARASOTA INC

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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

1960

Legal Domicile

Principal Officer

CHRISTINE ROBINSON

Phone

9419188444

Tax Period

2023-05-01 to 2024-04-30

COTILLION CLUB OF SARASOTA INC, founded in 1960, is a small nonprofit in the Education sector that reported $203K in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $55K, a strong 27% operating margin.

Mission

THE EDUCATION OF ITS MEMBERSHIP IN SOCIAL GRACES AND ETIQUETTE.

Program Service Accomplishments

Program 1

Expenses: $133,039

DINNER & OTHER SOCIAL FUNCTION FOR MEMBERS AND OTHER INVITED GUESTS INCLUDING ETIQUETTE AND DANCE INSTRUCTION WITH OTHER SOCIALLY INTERACTIVE ACTIVITIES TO LEARN MANNERS AND STANDARDS OF SOCIAL...

DINNER & OTHER SOCIAL FUNCTION FOR MEMBERS AND OTHER INVITED GUESTS INCLUDING ETIQUETTE AND DANCE INSTRUCTION WITH OTHER SOCIALLY INTERACTIVE ACTIVITIES TO LEARN MANNERS AND STANDARDS OF SOCIAL CONDUCT.

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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 $202,399

Program Service Revenue $0

Investment Income $324

Other Revenue $0

TOTAL REVENUE $202,723

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $133,039

Other Expenses $147,574

TOTAL EXPENSES $147,574

Year-over-Year Comparison

	2023	2022	Change
Revenue	$202,723	$326,414	-0.4%
Expenses	$147,574	$166,504	-0.1%
Net Income	$55,149	$159,910	-0.7%

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

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
KATHERINE LEAVER	PRESIDENT	4.00	Officer Director	$0	$0	$0
MELISSA PERRIN	SECRETARY	4.00	Officer Director	$0	$0	$0
CHRISTINE ROBINSON	TREASURER	4.00	Officer 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	$202,723	$147,574	$308,203	$55,149
2023	$326,414	$166,504	$253,054	$159,910
2022	$95,473	$93,224	$93,144	$2,249
2021	$21,004	$36,316	$90,895	$-15,312
2020	$90,369	$133,184	$106,207	$-42,815
2019	$238,531	$151,705	$149,022	$86,826