UNIVERSITY OF NORTH FLORIDA TRAINING AND SERVICES INSTITUTE INC (EIN 591982921) - 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

VALERIE ODOM

Phone

9046202790

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF NORTH FLORIDA TRAINING AND SERVICES INSTITUTE INC, founded in 1979, is a mid-sized nonprofit that reported $16.0M in total revenue in fiscal year 2024.

Mission

TO IMPLEMENT AND ADMINSTER SPECIAL EDUCATIONAL AND TRAINING PROGRAMS AT THE UNIVERSITY OF NORTH FLORIDA AND OTHER UNIVERSITY OF NORTH FLORIDA INSTITUTIONS.

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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 $8,512,770

Program Service Revenue $5,993,109

Investment Income $328,533

Other Revenue $1,213,365

TOTAL REVENUE $16,047,777

Expense Breakdown

Grants Paid $1,750,000

Salaries & Benefits $3,297,289

Fundraising Expenses $0

Program Expenses $9,698,883

Other Expenses $10,704,818

TOTAL EXPENSES $15,752,107

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,047,777	$14,981,012	+0.1%
Expenses	$15,752,107	$13,197,050	+0.2%
Net Income	$295,670	$1,783,962	-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

$1,409,416

Total Directors

$3,932,082

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL EASON	DIRECTOR	1.00	Director	$0	$115,909	$389,905
SCOTT BENNETT	PRESIDENT	2.00	Officer Director	$0	$97,776	$405,074
VALERIE ODOM	CONTROLLER	10.00	Officer Director	$0	$62,122	$210,745
KAREN STONE	SECRETARY	1.00	Officer Director	$0	$118,248	$397,539
MARY HEATHER DUNCAN	VICE PRESIDENT	1.00	Officer Director	$0	$115,379	$396,058
E LANNY RUSSELL	DIRECTOR	1.00	Director	$0	$0	$0
NIKUL PATEL	DIRECTOR	1.00	Director	$0	$0	$0
TERESA NICHOLS	DIRECTOR	1.00	Director	$0	$128,291	$411,364
ANTHONY MARINATOS	DIRECTOR	1.00	Director	$0	$0	$0
KAREN PATTERSON	DIRECTOR	1.00	Director	$0	$147,450	$510,096
ISABEL PEASE	DIRECTOR	1.00	Director	$0	$49,814	$244,739
RICHMOND WYNN	DIRECTOR	1.00	Director	$0	$107,131	$373,778
ANDREA JONES	DIRECTOR	1.00	Director	$0	$51,154	$213,326
BRIAN VERKAMP	DIRECTOR	1.00	Director	$0	$96,353	$379,458
CAMERON PUCCI	DIRECTOR IPTM	40.00	Highest	$140,540	$49,761	$190,301
JAY COLEMAN	FORMER OFFICER	0.00		$0	$115,614	$358,790

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	$16,047,777	$15,752,107	$16,760,984	$295,670
2024	$14,981,012	$13,197,050	$17,647,374	$1,783,962
2023	$14,973,828	$13,063,324	$18,307,200	$1,910,504
2022	$14,553,681	$12,550,678	$18,311,488	$2,003,003
2021	$20,954,172	$18,887,487	$16,330,125	$2,066,685
2020	$16,871,976	$15,176,227	$14,762,586	$1,695,749
2019	$10,806,486	$9,238,331	$15,594,632	$1,568,155

UNIVERSITY OF NORTH FLORIDA TRAINING AND SERVICES INSTITUTE INC