THE COMMUNITY FOUNDATION OF SARASOTA CO INC (EIN 591956886) - 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

1979

Legal Domicile

Principal Officer

ROXANNE G JERDE

Phone

9419553000

Tax Period

2024-07-01 to 2025-06-30

THE COMMUNITY FOUNDATION OF SARASOTA CO INC, founded in 1979, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $87.0M in total revenue in fiscal year 2024. The organization ran a surplus of $30.7M, a strong 35% operating margin.

Mission

COMMUNITY IMPACT POWERED BY PHILANTHROPY.

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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 $50,655,466

Program Service Revenue $4,579,734

Investment Income $31,803,925

Other Revenue $0

TOTAL REVENUE $87,039,125

Expense Breakdown

Grants Paid $44,178,439

Salaries & Benefits $4,573,734

Fundraising Expenses $3,790,783

Program Expenses $48,062,932

Other Expenses $7,543,674

TOTAL EXPENSES $56,295,847

Year-over-Year Comparison

	2024	2023	Change
Revenue	$87,039,125	$80,655,057	+0.1%
Expenses	$56,295,847	$63,272,758	-0.1%
Net Income	$30,743,278	$17,382,299	+0.8%

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

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

$1,719,221

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL DELEO	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL DENTON	DIRECTOR	1.00	Director	$0	$0	$0
ERIN DUGGAN	DIRECTOR	1.00	Director	$0	$0	$0
DR KAREN HAMAD	DIRECTOR	1.00	Director	$0	$0	$0
MITZIE HENSON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID JOYNER	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA MATHEWS	DIRECTOR	1.00	Director	$0	$0	$0
DR LAURA MATTIA	DIRECTOR	1.00	Director	$0	$0	$0
MERCEDES SOLER	DIRECTOR	1.00	Director	$0	$0	$0
DR JANET E TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY TROIANO	DIRECTOR	1.00	Director	$0	$0	$0
TERRI VITALE	DIRECTOR	1.00	Director	$0	$0	$0
MARY LOU WINNICK	DIRECTOR	1.00	Director	$0	$0	$0
MARILYN THOMPSON	CHAIR	1.00	Officer Director	$0	$0	$0
PAUL HUDSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CHARLES E WILLIAMS	SECRETARY	1.00	Officer Director	$0	$0	$0
T ANDREW STULTZ	TREASURER	1.00	Officer Director	$0	$0	$0
ELIZABETH PENNEWILL	GENERAL COUNSEL	40.00	Officer	$221,095	$31,395	$252,490
MISCHA KIRBY	VP, STRATEGIC COMM. & MARK	40.00	Officer	$173,422	$26,591	$200,013
KIRSTEN RUSSELL	VP, COMMUNITY IMPACT	40.00	Officer	$163,954	$28,244	$192,198
JAY YOUNG	VP, PHILANTHROPY	40.00	Officer	$156,688	$50,112	$206,800
ROXANNE JERDE	CEO/PRESIDENT	40.00	Officer	$365,146	$42,163	$407,309
ERIN JONES	CFO	40.00	Officer	$235,315	$33,325	$268,640
NICOLE COUDAL	VP, HUMAN RESOURCES	40.00	Officer	$165,361	$26,410	$191,771
RINA ALVAREZ	DIRECTOR, PHILANTHROPY	40.00	Highest	$124,144	$19,164	$143,308
JULIE AVINS	CONTROLLER	40.00	Highest	$104,912	$29,793	$134,705

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	$87,039,125	$56,295,847	$518,451,597	$30,743,278
2024	$80,655,057	$63,272,758	$464,554,636	$17,382,299
2023	$45,774,904	$44,909,207	$412,504,444	$865,697
2022	$71,031,554	$51,746,037	$386,793,850	$19,285,517
2021	$59,761,226	$32,308,973	$436,461,198	$27,452,253
2020	$59,062,479	$54,197,960	$354,743,959	$4,864,519
2019	$50,255,832	$27,461,927	$351,898,126	$22,793,905

THE COMMUNITY FOUNDATION OF SARASOTA CO INC