THE FLORIDA ENDOWMENT FOUNDATION FOR VOCATIONAL REHABILITATION INC (EIN 593052307) - 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

1991

Legal Domicile

Principal Officer

ALLISON CHASE

Phone

8502244493

Tax Period

2024-07-01 to 2025-06-30

THE FLORIDA ENDOWMENT FOUNDATION FOR VOCATIONAL REHABILITATION INC, founded in 1991, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.9M in total revenue in fiscal year 2024. Revenue surged 113% from the prior year, signaling strong growth momentum. Expenses of $5.1M left a modest 13% surplus.

Mission

TO BE A KEY LEADER IN PROVIDING FLORIDIANS WITH DISABILITIES OPPORTUNITIES FOR SUCCESSFUL EMPLOYMENT.

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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 $3,581,406

Program Service Revenue $1,018,000

Investment Income $1,232,519

Other Revenue $75,870

TOTAL REVENUE $5,907,795

Expense Breakdown

Grants Paid $1,938,537

Salaries & Benefits $1,032,115

Fundraising Expenses $0

Program Expenses $4,250,067

Other Expenses $2,141,794

TOTAL EXPENSES $5,112,446

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,907,795	$2,767,392	+1.1%
Expenses	$5,112,446	$3,381,289	+0.5%
Net Income	$795,349	$-613,897	-2.3%

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

$186,491

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES BYERS	SECRETARY	1.00	Officer Director	$0	$0	$0
LAURIE SALLARULO	CHAIR	1.00	Officer Director	$0	$0	$0
MAVARA AGRAWAL	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
DOUG HILLIARD	TREASURER	1.00	Officer Director	$0	$0	$0
LORI FAHEY	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE WESTERMAN	DIRECTOR	1.00	Director	$0	$0	$0
TODD JENNINGS	DIRECTOR	1.00	Director	$0	$0	$0
ALEXIS DOYLE	DIRECTOR	1.00	Director	$0	$0	$0
KELLY ROGERS	DIRECTOR	0.00	Director	$0	$0	$0
ALLISON CHASE	PRESIDENT & CEO	50.00	Officer	$166,404	$20,087	$186,491
JOSEPH D'SOUZA	VP-EXTERNAL ENGAGEMENT	40.00	Highest	$128,105	$13,945	$142,050
DONNA WRIGHT	VP-DEVELOPMENT & MARKETING	40.00	Highest	$126,158	$15,071	$141,229

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	$5,907,795	$5,112,446	$26,767,835	$795,349
2024	No data	No data	No data	No data
2023	$1,841,977	$2,929,189	$23,738,731	$-1,087,212
2022	$2,610,649	$2,808,838	$23,761,376	$-198,189
2021	$2,621,580	$2,653,958	$28,817,434	$-32,378
2020	$6,730,979	$3,299,541	$25,045,138	$3,431,438
2019	$2,469,130	$6,338,394	$23,010,675	$-3,869,264

THE FLORIDA ENDOWMENT FOUNDATION FOR VOCATIONAL REHABILITATION INC