CITRUS LEVY MARION REGIONAL WORKFORCE (EIN 593409057) - 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

1996

Legal Domicile

Principal Officer

THOMAS E SKINNER JR

Phone

3528737939

Tax Period

2024-07-01 to 2025-06-30

CITRUS LEVY MARION REGIONAL WORKFORCE, founded in 1996, is a mid-sized nonprofit in the Employment sector that reported $16.9M in total revenue in fiscal year 2024. Revenue surged 64% from the prior year, signaling strong growth momentum.

Mission

THE ORGANIZATION BRINGS TOGETHER CITIZENS, EMPLOYERS AND EDUCATIONAL PROVIDERS TO DEVELOP PROGRAMS TO SUPPORT HIGH-QUALITY EDUCATION/TRAINING AND EMPLOYMENT SERVICES TO MEET REGIONAL WORKFORCE NEEDS.

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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 $16,828,030

Program Service Revenue $64,622

Investment Income $2,188

Other Revenue $0

TOTAL REVENUE $16,894,840

Expense Breakdown

Grants Paid $10,901,226

Salaries & Benefits $3,559,819

Fundraising Expenses $0

Program Expenses $16,017,759

Other Expenses $2,366,008

TOTAL EXPENSES $16,827,053

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,894,840	$10,318,301	+0.6%
Expenses	$16,827,053	$10,201,205	+0.6%
Net Income	$67,787	$117,096	-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

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

$249,809

Total Directors

$249,809

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DARLENE GODDARD	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN CUNNINGHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
PAT REDDISH	BOARD MEMBER	1.00	Director	$0	$0	$0
PETE BEASLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
STACI BERTRAND	BOARD MEMBER	1.00	Director	$0	$0	$0
THERESA FLICK	BOARD MEMBER	1.00	Director	$0	$0	$0
JORGE MARTINEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
FREDRICK MORGAN	BOARD MEMBER -TREASURER	1.00	Officer Director	$0	$0	$0
ARNO PROCTOR	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHY JUDKINS	BOARD MEMBER - PAST CHAIR	1.00	Officer Director	$0	$0	$0
CARL FLANAGAN	BOARD MEMBER	1.00	Director	$0	$0	$0
EQUILLA WHEELER	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBRA STANLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN HEMKEN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN MURPHY	BOARD MEMBER	1.00	Director	$0	$0	$0
ALBERT JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
DALE FRENCH	EXECUTIVE VICE PRESIDENT	40.00	Officer Director	$108,716	$0	$108,716
KIM BAXLEY	BOARD MEMBER - CHAIR	1.00	Officer Director	$0	$0	$0
CHARLES HARRIS	BOARD MEMBER	1.00	Director	$0	$0	$0
THOMAS SKINNER	CEO	40.00	Officer Director	$141,093	$0	$141,093
BRANDON WHITEMAN	BOARD MEMBER - VICE CHAIR	1.00	Officer Director	$0	$0	$0
JEFF CHANG	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDY STARLING	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGELA JUARISTIC	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
BEN WHITEHOUSE	BOARD MEMBER	1.00	Director	$0	$0	$0
EDWARD SUOR	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER ROACH	BOARD MEMBER	1.00	Director	$0	$0	$0
LARRY WHITE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK PAUGH	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL BELKIN	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVEN BAHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVEN WEINSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
TAMARA BOYLE	BOARD 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	$16,894,840	$16,827,053	$1,958,898	$67,787
2024	$10,318,301	$10,201,205	$2,499,206	$117,096
2023	$6,632,351	$6,585,945	$1,444,709	$46,406
2022	$6,567,887	$6,518,838	$1,726,643	$49,049
2021	$7,509,133	$7,268,402	$1,453,598	$240,731
2020	$7,508,219	$7,561,468	$1,036,265	$-53,249
2019	$7,010,303	$7,025,918	$1,778,860	$-15,615
2018	$6,629,694	$6,583,512	$1,589,286	$46,182

CITRUS LEVY MARION REGIONAL WORKFORCE