Suwannee Foundation for Excellence in Education Inc (EIN 593023133) - 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

1990

Legal Domicile

Principal Officer

Buddy Williams

Phone

3863642456

Tax Period

2023-07-01 to 2024-06-30

Suwannee Foundation for Excellence in Education Inc, founded in 1990, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $206K in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $33K, a strong 16% operating margin.

Mission

Promotes excellence in education in Suwannee County, FL

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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 $206,398

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $206,398

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $1,680

Program Expenses $153,580

Other Expenses $163,213

TOTAL EXPENSES $173,213

Year-over-Year Comparison

	2023	2022	Change
Revenue	$206,398	$140,499	+0.5%
Expenses	$173,213	$104,264	+0.7%
Net Income	$33,185	$36,235	-0.1%

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

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

$29,919

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Buddy Williams	President	1.00	Director	$0	$0	$0
JD Curles	Vice President	1.00	Director	$0	$0	$0
Pam Cochran	Treasurer	1.00	Director	$0	$0	$0
Lori Evans	Secretary/Executive Director	30.00	Officer	$29,919	$0	$29,919
Hunter Abercrombie	Board Member	1.00	Director	$0	$0	$0
Julie Calvitt	Board Member	1.00	Director	$0	$0	$0
Danielle Hampton	Board Member	1.00	Director	$0	$0	$0
Teresa Kelley	Board Member	1.00	Director	$0	$0	$0
Karen Koon	Board Member	1.00	Director	$0	$0	$0
Candice Land	Board Member	1.00	Director	$0	$0	$0
Betty Lawrence	Member	1.00	Director	$0	$0	$0
Maritza Rivera	Member	1.00	Director	$0	$0	$0
Brittney Shearer	Member	1.00	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	No data	No data	No data	No data
2024	$206,398	$173,213	$80,368	$33,185
2023	$140,499	$104,264	$47,183	$36,235
2022	$96,643	$88,644	$11,671	$7,999
2021	$81,927	$77,089	$17,020	$4,838
2020	$86,190	$88,668	$16,152	$-2,478
2019	$87,910	$99,571	$19,005	$-11,661

Suwannee Foundation for Excellence in Education Inc