THE FOUNDATION FOR LEE COUNTY PUBLIC SCHOOLS INC (EIN 592637849) - 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

MARSHALL T BOWER ESQ

Phone

2393370433

Tax Period

2024-07-01 to 2025-06-30

THE FOUNDATION FOR LEE COUNTY PUBLIC SCHOOLS INC, founded in 1985, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024. Revenue fell 32% from the prior year — a significant decline worth monitoring. Net assets of $6.5M represent 40 months of operating reserves.

Mission

WE ENHANCE AND ENRICH THE QUALITY OF THE PUBLIC EDUCATION IN LEE COUNTY FOR STUDENTS AND EDUCATORS THROUGH PROGRAMS, RESOURCES AND EXPERIENCES MADE POSSIBLE THROUGH CORPORATE, INDIVIDUAL AND EDUCATIONAL PARTNERSHIPS.

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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 $1,572,236

Program Service Revenue $136,807

Investment Income $125,709

Other Revenue $147,392

TOTAL REVENUE $1,982,144

Expense Breakdown

Grants Paid $420,795

Salaries & Benefits $826,890

Fundraising Expenses $5,000

Program Expenses $1,820,656

Other Expenses $727,605

TOTAL EXPENSES $1,975,290

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,982,144	$2,928,081	-0.3%
Expenses	$1,975,290	$2,282,009	-0.1%
Net Income	$6,854	$646,072	-1.0%

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

275

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

$246,852

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL WUKITSCH	CHAIR/DIRECT	2.00	Officer Director	$0	$0	$0
R NOELLE BRANNING	VICE CHAIR/D	2.00	Officer Director	$0	$0	$0
DARREL LIEZE-ADAMS	SECRETARY	2.00	Officer Director	$0	$0	$0
KYLE DECICCO	TREASURER/DI	2.00	Officer Director	$0	$0	$0
MARSHALL T BOWER ESQ	PRES/CEO	40.00	Officer	$209,147	$37,705	$246,852
RICHARD LEWIS	EXEC MEMBER/	1.00	Director	$0	$0	$0
HARLAN PARRISH	EXEC MEMBER/	1.00	Director	$0	$0	$0
KEN SAVAGE	EXEC MEMBER/	1.00	Director	$0	$0	$0
ROBBIE ROEPSTORFF	EXEC MEMBER/	1.00	Director	$0	$0	$0
AYSEGUL TIMUR	EXEC MEMBER/	1.00	Director	$0	$0	$0
GARY GRIFFIN	EXEC MEMBER/	1.00	Director	$0	$0	$0
KEVIN ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
KEITH BANASIAK	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN DALY	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS H GILES	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN HAMMAN	DIRECTOR	1.00	Director	$0	$0	$0
JEFF KUNBERGER	DIRECTOR	1.00	Director	$0	$0	$0
MARK LOREN	DIRECTOR	1.00	Director	$0	$0	$0
CINDY MCCURRY-ROSS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MILLER	DIRECTOR	N/A	Director	$0	$0	$0
THOMAS A MUELLER	DIRECTOR	N/A	Director	$0	$0	$0
COLE PEACOCK	DIRECTOR	N/A	Director	$0	$0	$0
CARMINE MARCENO	DIRECTOR	N/A	Director	$0	$0	$0
CONSTANCE WHITE-DAVIS	DIRECTOR	N/A	Director	$0	$0	$0
AMIRA FOX	DIRECTOR	N/A	Director	$0	$0	$0
ANDREW REDDISH	DIRECTOR	N/A	Director	$0	$0	$0
KEVIN SHIMP	DIRECTOR	N/A	Director	$0	$0	$0
DENISE VIDAL	DIRECTOR	N/A	Director	$0	$0	$0
MATTHEW ZWACK	DIRECTOR	N/A	Director	$0	$0	$0
SCOT BURRIS	DIRECTOR	N/A	Director	$0	$0	$0
THOMAS HUETHER	DIRECTOR	N/A	Director	$0	$0	$0
ROB PELLICER	DIRECTOR	N/A	Director	$0	$0	$0
MIKE PERINO	DIRECTOR	N/A	Director	$0	$0	$0
SHAWN SMITH	DIRECTOR	N/A	Director	$0	$0	$0
LAWRENCE CREMIA	DIRECTOR	N/A	Director	$0	$0	$0
SAMUEL FISHER	DIRECTOR	N/A	Director	$0	$0	$0
JOE MITCHELL	DIRECTOR	N/A	Director	$0	$0	$0
VICTOR GONZALEZ	DIRECTOR	N/A	Director	$0	$0	$0
LEE FORD	DIRECTOR	N/A	Director	$0	$0	$0
STEVEN SHIMP	DIRECTOR	N/A	Director	$0	$0	$0
JOHN TALMAGE	DIRECTOR	N/A	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	$1,982,144	$1,975,290	$6,619,584	$6,854
2024	$2,928,081	$2,282,009	$6,585,213	$646,072
2023	$4,569,323	$2,875,770	$5,948,180	$1,693,553
2022	$1,886,301	$1,737,746	$4,250,359	$148,555
2021	$1,634,432	$1,426,342	$4,099,376	$208,090
2020	$1,783,990	$1,705,065	$3,995,443	$78,925
2019	$1,687,938	$1,544,140	$3,783,357	$143,798

THE FOUNDATION FOR LEE COUNTY PUBLIC SCHOOLS INC