TAMPA BAY PARTNERSHIP FOR REGIONAL RESEARCH & EDUCATION FOUNDATION (EIN 593414776) - 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

BEMETRA SIMMONS

Phone

8138782208

Tax Period

2023-10-01 to 2024-09-30

TAMPA BAY PARTNERSHIP FOR REGIONAL RESEARCH & EDUCATION FOUNDATION, founded in 1996, is a small nonprofit in the Community Improvement sector that reported $231K in total revenue in fiscal year 2023. Revenue surged 77% from the prior year, signaling strong growth momentum. Expenses of $219K left a modest 5% surplus.

Mission

CONDUCTS RESEARCH AND EDUCATES ABOUT THE TAMPA BAY REGION TO ACHIEVE PROSPERITY FOR ALL CITIZENS.

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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 $231,371

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $231,371

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,262

Fundraising Expenses $0

Program Expenses $209,199

Other Expenses $191,028

TOTAL EXPENSES $219,290

Year-over-Year Comparison

	2023	2022	Change
Revenue	$231,371	$130,382	+0.8%
Expenses	$219,290	$111,049	+1.0%
Net Income	$12,081	$19,333	-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

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

$350,088

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN AULD	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN BUTLER	DIRECTOR	1.00	Director	$0	$0	$0
NIKKY FLORES	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD HUME	DIRECTOR	1.00	Director	$0	$0	$0
RHEA LAW	DIRECTOR	1.00	Director	$0	$0	$0
CHAD LOAR	DIRECTOR	1.00	Director	$0	$0	$0
IWAN MOHAMED	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN MONROE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MOORE	DIRECTOR	1.00	Director	$0	$0	$0
JIM O'CONNELL	DIRECTOR	1.00	Director	$0	$0	$0
DAVID PIZZO	DIRECTOR	1.00	Director	$0	$0	$0
BENJAMIN PRATT	DIRECTOR	1.00	Director	$0	$0	$0
CARY PUTRINO	DIRECTOR	1.00	Director	$0	$0	$0
CHARI RAVI	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA SEIXAS	DIRECTOR	1.00	Director	$0	$0	$0
HELEN WESLEY	DIRECTOR	1.00	Director	$0	$0	$0
BEMETRA SIMMONS	PRESIDENT & CEO	2.00	Officer	$0	$14,175	$350,088

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	$231,371	$219,290	$2,008,096	$12,081
2023	$130,382	$111,049	$1,941,482	$19,333
2022	$335,797	$433,312	$1,426,463	$-97,515
2021	$874,694	$1,216,576	$1,273,782	$-341,882
2020	$512,457	$771,561	$102,441	$-259,104
2019	$258,441	$843,220	$271,393	$-584,779
2018	$230,007	$541,676	$189,919	$-311,669

TAMPA BAY PARTNERSHIP FOR REGIONAL RESEARCH & EDUCATION FOUNDATION