World Affairs Council of Jacksonville Inc (EIN 592522757) - 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

1985

Legal Domicile

Principal Officer

Amy Margerum Berg

Phone

9042808162

Tax Period

2024-07-01 to 2025-06-30

World Affairs Council of Jacksonville Inc, founded in 1985, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Expenses of $1.1M left a modest 8% surplus.

Mission

Educational organization devoted to engaging the community in discussions about global issues, promoting understanding of the world and its citizens, and enabling citizens to become informed participants in the general community.

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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 $437,378

Program Service Revenue $680,971

Investment Income $37,583

Other Revenue $21,636

TOTAL REVENUE $1,177,568

Expense Breakdown

Grants Paid $11,000

Salaries & Benefits $368,137

Fundraising Expenses $0

Program Expenses $959,091

Other Expenses $707,973

TOTAL EXPENSES $1,087,110

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,177,568	$1,149,832	+0.0%
Expenses	$1,087,110	$970,770	+0.1%
Net Income	$90,458	$179,062	-0.5%

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

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

$146,957

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Darnell Smith	Director	2.00	Director	$0	$0	$0
Herschel Vinyard Jr	Director	2.00	Director	$0	$0	$0
Melissa Shrader	Director	2.00	Director	$0	$0	$0
Ellen A Wiss	Development Committee Chai	5.00	Director	$0	$0	$0
Aundra Wallace	Director	2.00	Director	$0	$0	$0
Marty Chomiak	Membership Committee Co-Ch	5.00	Director	$0	$0	$0
Frank Denton	Director	2.00	Director	$0	$0	$0
Richard Margulies	Director	2.00	Director	$0	$0	$0
Ricardo Morales III	Governance Committee Chair	5.00	Director	$0	$0	$0
Robert Grune	Director	2.00	Director	$0	$0	$0
Kristin Karpen	Education Committee Chairm	5.00	Director	$0	$0	$0
Kathy Mcllvaine	Membership Committee Co-Ch	5.00	Director	$0	$0	$0
Alan Ridge	Director	2.00	Director	$0	$0	$0
Bill Armstrong	Director	2.00	Director	$0	$0	$0
Joshua Ashby	Director	2.00	Director	$0	$0	$0
Ajani Dunn	Director	2.00	Director	$0	$0	$0
Robert Harris	Director	2.00	Director	$0	$0	$0
Whitney Meyer	Director	2.00	Director	$0	$0	$0
Soo Gilvarry	Director	2.00	Director	$0	$0	$0
Teresa Nichols	Director	2.00	Director	$0	$0	$0
George Robbins	Director	2.00	Director	$0	$0	$0
Richard Sisisky	Director	2.00	Director	$0	$0	$0
Jim Bender	Director	2.00	Director	$0	$0	$0
Abraham Blocker	Director	2.00	Director	$0	$0	$0
Kemal Gasper	Director	2.00	Director	$0	$0	$0
Kevin Hyde	Director	2.00	Director	$0	$0	$0
Jim Marth	Director	2.00	Director	$0	$0	$0
Guy Swan III	Director	2.00	Director	$0	$0	$0
Mark Wilkosz	Director	2.00	Director	$0	$0	$0
Amy Margerum Berg	Chairman	5.00	Officer	$0	$0	$0
Jeffrey Bernardo	Vice Chairman	5.00	Officer	$0	$0	$0
J Randall Evans	Treasurer	5.00	Officer	$0	$0	$0
Trina Medarev	President/CEO	40.00	Officer	$146,957	$0	$146,957
Tracy Arthur	Secretary	5.00	Officer	$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	$1,177,568	$1,087,110	$1,117,794	$90,458
2024	No data	No data	No data	No data
2023	$1,042,784	$992,982	$855,283	$49,802
2022	$741,988	$753,505	$729,143	$-11,517
2021	$734,575	$519,300	$748,433	$215,275
2020	$808,294	$712,774	$609,447	$95,520
2019	$796,191	$789,375	$443,151	$6,816
2018	$874,931	$853,059	$419,515	$21,872

World Affairs Council of Jacksonville Inc