Florida Regional Service Office Inc (EIN 592467273) - 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

1982

Legal Domicile

Principal Officer

Joel Bergman

Phone

8636838224

Tax Period

2024-06-01 to 2025-05-31

Florida Regional Service Office Inc, founded in 1982, is a small nonprofit in the Mental Health sector that reported $207K in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $201K left a modest 3% surplus.

Mission

The Florida Regional Service Office (FRSO) serves as the distribution center of N/A World Services literature and other materials as deemed appropriate by the N/A World Services.

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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 $73,029

Program Service Revenue $0

Investment Income $517

Other Revenue $133,905

TOTAL REVENUE $207,451

Expense Breakdown

Grants Paid $0

Salaries & Benefits $77,965

Fundraising Expenses $0

Program Expenses $188,033

Other Expenses $122,998

TOTAL EXPENSES $200,963

Year-over-Year Comparison

	2024	2023	Change
Revenue	$207,451	$259,417	-0.2%
Expenses	$200,963	$236,211	-0.1%
Net Income	$6,488	$23,206	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Vernon Hawes	Director	2.00	Director	$0	$0	$0
Tamara Breeden	Vice President	2.00	Director	$0	$0	$0
Guido Allegrezza	Director	2.00	Director	$0	$0	$0
Roger Storm	President	2.00	Officer Director	$0	$0	$0
Tim Deegan	Treasurer	2.00	Officer Director	$0	$0	$0
Lisa Culberson	Secretary	2.00	Officer Director	$0	$0	$0
Joel Bergman	President	2.00	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	$207,451	$200,963	$290,226	$6,488
2024	$259,417	$236,211	$300,664	$23,206
2023	$219,549	$276,560	$315,062	$-57,011
2022	$345,875	$342,810	$368,039	$3,065
2021	$170,966	$159,245	$343,887	$11,721
2020	$121,097	$161,001	$285,772	$-39,904
2019	$222,512	$276,281	$326,420	$-53,769

Florida Regional Service Office Inc