Florida Bankers Educational Foundation (EIN 596139568) - 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

1956

Legal Domicile

Phone

8502242265

Tax Period

2024-07-01 to 2025-06-30

Florida Bankers Educational Foundation, founded in 1956, is a small nonprofit in the Education sector that reported $307K in total revenue in fiscal year 2024. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $132K, a strong 43% operating margin.

Mission

It is the mission of the Florida Bankers Educational Foundation to advance careers in banking.

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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 $94,200

Program Service Revenue $0

Investment Income $212,028

Other Revenue $1,097

TOTAL REVENUE $307,325

Expense Breakdown

Grants Paid $11,500

Salaries & Benefits $95,215

Fundraising Expenses $0

Program Expenses $124,074

Other Expenses $68,173

TOTAL EXPENSES $174,888

Year-over-Year Comparison

	2024	2023	Change
Revenue	$307,325	$203,397	+0.5%
Expenses	$174,888	$149,369	+0.2%
Net Income	$132,437	$54,028	+1.5%

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

$688,691

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CONNIE NELSON	VICE CHAIR	0.3	Officer Director	$0	$0	$0
FRED LEOPOLD	CHAIR	0.3	Officer Director	$0	$0	$0
SUSAN PAYNE TURNER	PAST CHAIR	0.3	Officer Director	$0	$0	$0
CANDACE MARSHALL	TRUSTEE	0.3	Director	$0	$0	$0
DANIEL MARTINEZ	TRUSTEE	0.3	Director	$0	$0	$0
GWYNN DAVEY	TRUSTEE	0.3	Director	$0	$0	$0
JOHN M THOMPSON	TRUSTEE	0.3	Director	$0	$0	$0
ROBERT WHITE	TRUSTEE	0.3	Director	$0	$0	$0
SHAUN WILLIAMS	TRUSTEE	0.3	Director	$0	$0	$0
LESLEY JORDAN	CFO	5.0	Officer	$0	$40,868	$258,743
LETICIA NEWTON	EXECUTIVE DIRECTOR	40.0	Officer	$0	$24,193	$93,960
PAMELA RICCO	COO	5.0	Officer	$0	$51,765	$335,988

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	$307,325	$174,888	$3,420,959	$132,437
2024	$203,397	$149,369	$3,208,509	$54,028
2023	$269,932	$353,559	$2,762,765	$-83,627
2022	$191,302	$153,250	$2,598,215	$38,052
2021	$297,922	$135,998	$2,843,325	$161,924
2020	$248,797	$130,848	$2,342,752	$117,949
2019	$157,212	$112,678	$2,301,856	$44,534
2018	$102,096	$108,279	$2,208,494	$-6,183

Florida Bankers Educational Foundation