HEART OF FLORIDA LEGAL AID SOCIETY INC (EIN 596215748) - 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

1968

Legal Domicile

Principal Officer

SONYA DAVIS

Phone

8635195663

Tax Period

2023-01-01 to 2023-12-31

HEART OF FLORIDA LEGAL AID SOCIETY INC, founded in 1968, is a small nonprofit that reported $617K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $133K, a strong 22% operating margin.

Mission

PROVIDING PROFESSIONAL AND EFFECTIVE LEGAL ADVICE AND REPRESENTATION TO THE UNDERPRIVILEGED

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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 $612,050

Program Service Revenue $0

Investment Income $4,663

Other Revenue $0

TOTAL REVENUE $616,713

Expense Breakdown

Grants Paid $0

Salaries & Benefits $337,579

Fundraising Expenses $4,840

Program Expenses $411,363

Other Expenses $146,377

TOTAL EXPENSES $483,956

Year-over-Year Comparison

	2023	2022	Change
Revenue	$616,713	$540,778	+0.1%
Expenses	$483,956	$522,452	-0.1%
Net Income	$132,757	$18,326	+6.2%

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

$116,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMANDA TRAWEEK ESQ	SECRETARY / TREASURER	0.25	Officer Director	$0	$0	$0
KAREN MEEKS ESQ	DIRECTOR	0.25	Director	$0	$0	$0
WILLIAM H TWYFORD ESQ	DIRECTOR	0.25	Director	$0	$0	$0
KATHY WHITLOCK	DIRECTOR	0.25	Director	$0	$0	$0
MIKE NACRELLI	DIRECTOR	0.25	Director	$0	$0	$0
SONYA DAVIS ESQ	EXECUTIVE DIRECTOR	40.00	Officer	$116,800	$0	$116,800

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	No data	No data	No data	No data
2023	$616,713	$483,956	$1,096,395	$132,757
2022	$540,778	$522,452	$782,148	$18,326
2021	$619,187	$628,522	$730,690	$-9,335
2020	$731,537	$621,940	$719,216	$109,597
2019	$681,017	$599,339	$601,439	$81,678
2018	$646,275	$520,192	$512,520	$126,083

HEART OF FLORIDA LEGAL AID SOCIETY INC