INDEPENDENT FUNERAL DIRECTORS OF FL (EIN 593153298) - 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

1992

Legal Domicile

Principal Officer

VERN DORSEY

Phone

8502220198

Tax Period

2023-01-01 to 2023-12-31

INDEPENDENT FUNERAL DIRECTORS OF FL, founded in 1992, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023.

Mission

THE ASSOCIATION OF INDEPENDENT FUNERAL DIRECTORS OF FLORIDA PROMOTES, ENHANCES AND PERPETUATES INDEPENDENTLY OWNED AND OPERATED FUNERAL HOMES IN THE STATE OF FLORIDA.

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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 $1,139,392

Investment Income $27,465

Other Revenue $0

TOTAL REVENUE $1,166,857

Expense Breakdown

Grants Paid $0

Salaries & Benefits $324,028

Fundraising Expenses $0

Other Expenses $939,583

TOTAL EXPENSES $1,263,611

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,166,857	$1,108,017	+0.1%
Expenses	$1,263,611	$1,112,201	+0.1%
Net Income	$-96,754	$-4,184	+22.1%

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

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

$176,657

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID ROSENBALM	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRUCE BUGGS	IMM PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
P CAMERON NAUGLE	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
TIM ADAMS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
EARLINE BLUMHAGEN	SECRETARY	1.00	Officer Director	$0	$0	$0
BRAD ZAHN	TREASURER	1.00	Officer Director	$0	$0	$0
ROCKY BEVIS	DIRECTOR	1.00	Director	$0	$0	$0
GARRETT MILTON	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
KAYLA ALEXANDER	DIRECTOR	1.00	Director	$0	$0	$0
BILL SCHICHTEL	DIRECTOR	1.00	Director	$0	$0	$0
PETER MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
MIKE LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
MARK TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY MILAM	DIRECTOR	1.00	Director	$0	$0	$0
JUHAN MIXON	EXECUTIVE DIRECTOR	40.00	Officer	$89,260	$0	$89,260
HEATHER BERNIER	ASSOCIATE EXECUTIVE DIRECTOR	40.00	Officer	$87,397	$0	$87,397

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	$1,166,857	$1,263,611	$197,741	$-96,754
2022	$1,108,017	$1,112,201	$263,497	$-4,184
2021	$681,386	$621,190	$335,020	$60,196
2021	$534,265	$607,660	$290,932	$-73,395

INDEPENDENT FUNERAL DIRECTORS OF FL