SOUTH FLORIDA HOSPITAL RESEARCH EDUCATION FOUNDATION INC (EIN 592732250) - 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

JAIME CALDWELL

Phone

9549641660

Tax Period

2023-01-01 to 2023-12-31

SOUTH FLORIDA HOSPITAL RESEARCH EDUCATION FOUNDATION INC, founded in 1986, is a small nonprofit in the Medical Research sector that reported $158K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $49K, a strong 31% operating margin.

Mission

TO RECEIVE AND ADMINISTER FUNDS AND PROPERTY FOR SCIENTIFIC, EDUCATIONAL AND CHARITABLE PURPOSES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $158,151

Investment Income $0

Other Revenue $0

TOTAL REVENUE $158,151

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $72,831

Other Expenses $109,536

TOTAL EXPENSES $109,536

Year-over-Year Comparison

	2023	2022	Change
Revenue	$158,151	$179,942	-0.1%
Expenses	$109,536	$103,044	+0.1%
Net Income	$48,615	$76,898	-0.4%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAIME CALDWELL	PRESIDENT	N/A	Officer	$0	$0	$0
LOURDES DE LOS RIOS BARROSO	VICE PRESIDE	N/A	Officer	$0	$0	$0
WILLIAM DUQUETTE	DIRECTOR	N/A	Officer Director	$0	$0	$0
CHARLES FELIX	TREASURER	N/A	Officer Director	$0	$0	$0
ANGELO PIROZZI	DIRECTOR	N/A	Director	$0	$0	$0
JOEL WHERLEY	MEMBER AT LA	N/A	Director	$0	$0	$0
JARED SMITH	IMMEDIATE PA	N/A	Officer Director	$0	$0	$0
JOSEPH STUCZYNSKI	CHAIRMAN	N/A	Officer Director	$0	$0	$0
ALEX ROMILLO	SECRETARY	N/A	Officer Director	$0	$0	$0
DAVID O'BRIEN	DIRECTOR	N/A	Director	$0	$0	$0
STEVEN ULLMAN	DIRECTOR	N/A	Director	$0	$0	$0
DAVID WAGNER	DIRECTOR	N/A	Director	$0	$0	$0
ALEX FERNANDEZ	DIRECTOR	N/A	Director	$0	$0	$0
BILL ULBRICHT	VICE CHAIR	N/A	Director	$0	$0	$0
STEPHEN DEMERS	DIRECTOR	N/A	Director	$0	$0	$0
SCOTT ROSS MD	DIRECTOR	N/A	Director	$0	$0	$0
DIAN BACKOFF	DIRECTOR	N/A	Director	$0	$0	$0
ALISA BERT	DIRECTOR	N/A	Director	$0	$0	$0
CHARLES MICHELSON	DIRECTOR	N/A	Director	$0	$0	$0
BRYAN STEWART	DIRECTOR	N/A	Director	$0	$0	$0
ANA M VIAMONTE-ROS MD	DIRECTOR	N/A	Director	$0	$0	$0
RANDY CROSS	DIRECTOR	N/A	Director	$0	$0	$0
HAROULA P NORDEN	MEMBER AT LA	N/A	Director	$0	$0	$0
BRI NEUBURGER SIMON	DIRECTOR	N/A	Director	$0	$0	$0
RAY COTO	DIRECTOR	N/A	Director	$0	$0	$0
MATTHEW GARNER	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
2024	No data	No data	No data	No data
2023	$158,151	$109,536	$125,438	$48,615
2022	$179,942	$103,044	$122,676	$76,898
2021	$125,399	$113,889	$102,108	$11,510
2020	$137,075	$147,598	$46,984	$-10,523
2019	$181,022	$137,818	$95,271	$43,204
2018	$216,803	$172,929	$35,619	$43,874

SOUTH FLORIDA HOSPITAL RESEARCH EDUCATION FOUNDATION INC