THE FLORIDA BAR FOUNDATION ENDOWMENT TRUST (EIN 596972443) - 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

1992

Legal Domicile

Principal Officer

DOMINIC C MACKENZIE

Phone

4079607000

Tax Period

2024-07-01 to 2025-06-30

THE FLORIDA BAR FOUNDATION ENDOWMENT TRUST, founded in 1992, is a small nonprofit in the Crime & Legal sector that reported $153K in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $135K, a strong 88% operating margin.

Mission

TO MAINTAIN ENDOWMENT FUNDS TO PROVIDE INCOME TO CARRY OUT FFLA'S MISSION STATEMENT.

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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 $13,000

Program Service Revenue $0

Investment Income $140,291

Other Revenue $0

TOTAL REVENUE $153,291

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $18,493

TOTAL EXPENSES $18,493

Year-over-Year Comparison

	2024	2023	Change
Revenue	$153,291	$274,600	-0.4%
Expenses	$18,493	$10,893	+0.7%
Net Income	$134,798	$263,707	-0.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
STEPHEN R SENN ESQ	CHAIR/TRUSTEE	Officer Director	$0	$0	$0
HALA A SANDRIDGE ESQ	TRUSTEE	Director	$0	$0	$0
CONNIE BOOKMAN	TRUSTEE	Director	$0	$0	$0
HON SUZANNE VAN WYK	TRUSTEE	Director	$0	$0	$0
MURRAY B SILVERSTEIN ESQ	TRUSTEE	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	$153,291	$18,493	$7,255,408	$134,798
2024	$274,600	$10,893	$6,671,968	$263,707
2023	$185,800	$17,011	$6,157,843	$168,789
2022	$354,573	$22,179	$5,660,376	$332,394
2021	$385,131	$20,832	$6,355,414	$364,299
2020	$288,545	$17,915	$4,984,568	$270,630
2019	$186,779	$18,794	$5,058,561	$167,985
2018	$213,700	$19,163	$4,831,623	$194,537

THE FLORIDA BAR FOUNDATION ENDOWMENT TRUST