COMMUNITY FOUNDATION OF NORTHWEST FLORIDA INC (EIN 593371653) - 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

1997

Legal Domicile

Principal Officer

KATIE WHITE

Phone

8504345890

Tax Period

2024-01-01 to 2024-12-31

COMMUNITY FOUNDATION OF NORTHWEST FLORIDA INC, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $556K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $134K, a strong 24% operating margin.

Mission

OUR MISSION IS TO ENRICH LIVES AND STRENGTHEN THE COMMUNITIES WE SERVE.

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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 $247,105

Program Service Revenue $0

Investment Income $281,754

Other Revenue $27,131

TOTAL REVENUE $555,990

Expense Breakdown

Grants Paid $283,212

Salaries & Benefits $47,234

Fundraising Expenses $9,033

Program Expenses $348,045

Other Expenses $91,661

TOTAL EXPENSES $422,107

Year-over-Year Comparison

	2024	2023	Change
Revenue	$555,990	$449,302	+0.2%
Expenses	$422,107	$803,007	-0.5%
Net Income	$133,883	$-353,705	-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

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

$43,866

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATIE WHITE	VICE-CHAIRMAN	1.00	Officer Director	$0	$0	$0
CECELIA NANNI	SECRETARY	1.00	Officer Director	$0	$0	$0
VICKY KANIS	TREASURER	1.00	Officer Director	$0	$0	$0
PIERCE BROSCIOUS	DIRECTOR	1.00	Director	$0	$0	$0
MITCHELL DEKOZAN	DIRECTOR	1.00	Director	$0	$0	$0
PRESTON FORSHEE	DIRECTOR	1.00	Director	$0	$0	$0
CARLLEE GODWIN	DIRECTOR	1.00	Director	$0	$0	$0
AMY PIEDMONT	DIRECTOR	1.00	Director	$0	$0	$0
AMELIA STROM	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY TUCKER	DIRECTOR	1.00	Director	$0	$0	$0
SUZIE WEST	EXECUTIVE DIRECTOR	40.00	Officer	$43,866	$0	$43,866

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	$555,990	$422,107	$4,496,053	$133,883
2023	$449,302	$803,007	$4,235,380	$-353,705
2022	$539,966	$1,077,188	$4,124,269	$-537,222
2021	$715,707	$633,788	$4,724,558	$81,919
2020	$441,494	$569,190	$4,583,497	$-127,696
2019	$725,453	$772,364	$4,710,620	$-46,911
2018	$302,334	$576,698	$4,757,531	$-274,364

COMMUNITY FOUNDATION OF NORTHWEST FLORIDA INC