THE CANTERBURY SCHOOL OF FLORIDA FOUNDATION INC (EIN 593533962) - 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

SUSAN CAROTHERS-SMITH

Phone

7275251419

Tax Period

2024-07-01 to 2025-06-30

THE CANTERBURY SCHOOL OF FLORIDA FOUNDATION INC, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $644K in total revenue in fiscal year 2024. Revenue surged 219% from the prior year, signaling strong growth momentum. The organization ran a surplus of $620K, a strong 96% operating margin.

Mission

THE FOUNDATION WAS CREATED TO BUILD AN ENDOWMENT FOR THE LONG-TERM BENEFIT OF THE SCHOOL

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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 $562,355

Program Service Revenue $0

Investment Income $81,179

Other Revenue $0

TOTAL REVENUE $643,534

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,000

Other Expenses $13,597

TOTAL EXPENSES $23,597

Year-over-Year Comparison

	2024	2023	Change
Revenue	$643,534	$201,645	+2.2%
Expenses	$23,597	$18,796	+0.3%
Net Income	$619,937	$182,849	+2.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE HANNA	PRESIDENT	0.25	Officer Director	$0	$0	$0
SUSAN CAROTHERS-SMITH	TREASURER	0.25	Officer Director	$0	$0	$0
ROBB HOUGH	DIRECTOR	0.25	Director	$0	$0	$0
ASHLEY NALL	DIRECTOR	0.25	Director	$0	$0	$0
SHARON GARDNER	DIRECTOR	0.25	Director	$0	$0	$0
BRUCE DESKIN	DIRECTOR	0.25	Director	$0	$0	$0
EMERY ELLINGER	DIRECTOR	0.25	Director	$0	$0	$0
MARION HALE	DIRECTOR	0.25	Director	$0	$0	$0
BRAD BOHNERT	DIRECTOR	0.25	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	$643,534	$23,597	$2,097,392	$619,937
2024	$201,645	$18,796	$1,293,615	$182,849
2023	$1,814	$7,767	$945,728	$-5,953
2022	$62,548	$10,988	$820,782	$51,560
2021	$38,560	$10,248	$991,363	$28,312
2020	$9,555	$8,683	$715,503	$872
2019	$50,811	$8,613	$707,004	$42,198
2018	$46,332	$6,328	$688,064	$40,004

THE CANTERBURY SCHOOL OF FLORIDA FOUNDATION INC