PINELLAS COUNTY EDUCATION FOUNDATION INC (EIN 592688253) - 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

1986

Legal Domicile

Principal Officer

KIMBERLY JOWELL

Phone

7275884816

Tax Period

2024-07-01 to 2025-06-30

PINELLAS COUNTY EDUCATION FOUNDATION INC, founded in 1986, is a community nonprofit in the Education sector that reported $9.3M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Net assets of $49.5M represent 64 months of operating reserves.

Mission

ACCELERATE ACADEMIC ACHIEVEMENT FOR ALL STUDENTS THROUGH INNOVATION, RELATIONSHIPS, AND RESOURCES.

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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 $7,671,010

Program Service Revenue $0

Investment Income $1,610,434

Other Revenue $-7,542

TOTAL REVENUE $9,273,902

Expense Breakdown

Grants Paid $6,394,014

Salaries & Benefits $2,333,185

Fundraising Expenses $400,013

Program Expenses $9,001,028

Other Expenses $1,250,824

TOTAL EXPENSES $9,978,023

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,273,902	$9,774,915	-0.1%
Expenses	$9,978,023	$7,899,613	+0.3%
Net Income	$-704,121	$1,875,302	-1.4%

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

4303

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

$376,745

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT BYELICK	CHAIRMAN	5.25	Officer Director	$0	$0	$0
PIERRE CARAMAZZA	VICE CHAIR	1.75	Officer Director	$0	$0	$0
STEVE MCMULLEN	TREASURER	2.50	Officer Director	$0	$0	$0
SUSAN JOHNSON	SECRETARY	2.50	Officer Director	$0	$0	$0
TASH ELWYN	IMMEDIATE PAST CHAIR	1.50	Officer Director	$0	$0	$0
JOSEPH BAKER	DIRECTOR	0.75	Director	$0	$0	$0
DOUGLAS BISHOP	DIRECTOR	0.75	Director	$0	$0	$0
JOSH BOMSTEIN	DIRECTOR	1.50	Director	$0	$0	$0
JOHNNY BOYKINS	DIRECTOR	2.00	Director	$0	$0	$0
CATHY COLLINS	DIRECTOR	0.75	Director	$0	$0	$0
RICHARD CRIPPEN	DIRECTOR	0.25	Director	$0	$0	$0
DAN DOHERTY	DIRECTOR	0.75	Director	$0	$0	$0
MARK FERNANDEZ	DIRECTOR	0.75	Director	$0	$0	$0
RENE FLOWERS	DIRECTOR	0.75	Director	$0	$0	$0
JENNIFER GALLEY	DIRECTOR	0.75	Director	$0	$0	$0
BILL GOEDE	DIRECTOR	0.75	Director	$0	$0	$0
MICHAEL HARPOLE	DIRECTOR	0.25	Director	$0	$0	$0
CHARLES HARRIS	DIRECTOR	0.75	Director	$0	$0	$0
KEVIN HENDRICK	DIRECTOR	0.75	Director	$0	$0	$0
LAURA HINE	DIRECTOR	0.25	Director	$0	$0	$0
MITCHELL LEE	DIRECTOR	0.75	Director	$0	$0	$0
ROBERT MCINTYRE	DIRECTOR	1.50	Director	$0	$0	$0
JAMES MYERS	DIRECTOR	1.50	Director	$0	$0	$0
JEFF NELSON	DIRECTOR	0.75	Director	$0	$0	$0
IRWIN NOVACK	DIRECTOR	0.75	Director	$0	$0	$0
WILLIAM PINGLETON	DIRECTOR	0.75	Director	$0	$0	$0
AMY RETTIG	DIRECTOR	0.75	Director	$0	$0	$0
WG SPOOR	DIRECTOR	1.25	Director	$0	$0	$0
ELLEN STAVROS	DIRECTOR	0.75	Director	$0	$0	$0
DANIELLE WEITLAUF	DIRECTOR	0.75	Director	$0	$0	$0
BEN WIEDER	DIRECTOR	0.75	Director	$0	$0	$0
JEFFREY WALKER	DIRECTOR (TERM END 05/16/25)	0.75	Director	$0	$0	$0
KIM JOWELL	CEO	40.00	Officer	$264,582	$4,368	$268,950
TAMMY HIMES	CONTROLLER	40.00	Officer	$99,988	$7,807	$107,795
LISA FASTING	CHIEF PROGRAMS OFFICER	40.00	Highest	$123,079	$3,780	$126,859
ELIZABETH SZOSTAK	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$104,450	$12,767	$117,217

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	$9,273,902	$9,978,023	$50,240,089	$-704,121
2024	$9,774,915	$7,899,613	$51,103,915	$1,875,302
2023	$9,197,386	$8,151,765	$48,071,111	$1,045,621
2022	$10,365,473	$6,955,203	$46,219,796	$3,410,270
2021	$8,082,359	$9,343,676	$46,058,719	$-1,261,317
2020	$8,698,900	$6,531,936	$43,823,242	$2,166,964
2019	$11,680,981	$6,317,582	$39,506,234	$5,363,399
2018	$8,875,448	$6,777,555	$33,941,536	$2,097,893

PINELLAS COUNTY EDUCATION FOUNDATION INC