THE COMMUNITY FOUNDATION - MARTIN / ST LUCIE INC

EIN: 650024030 501(c)(3) Human Services

STUART, FL

Total Revenue
$10,517,016
Total Expenses
$8,560,815
Total Assets
$63,593,879
Net Assets
$62,379,710
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Financial Trends

Organization Details

Formation Year
1988
Legal Domicile
FL
Principal Officer
ELLYN STEVENSON
Phone
7722883795
Tax Period
2024-07-01 to 2025-06-30

THE COMMUNITY FOUNDATION - MARTIN / ST LUCIE INC, founded in 1988, is a mid-sized nonprofit in the Human Services sector that reported $10.5M in total revenue in fiscal year 2024. Revenue fell 50% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2.0M, a strong 19% operating margin.

Mission

THE COMMUNITY FOUNDATION - MARTIN/ST. LUCIE, INC. IS ENGAGED IN CARRYING OUT THE PHILANTHROPIC DESIRES AND INTENTIONS OF OUR DONORS/FUNDHOLDERS BY PROVIDING ASSISTANCE TO FACILITATE CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS. ASSISTANCE PROVIDED MAY INCLUDE RESEARCH, VETTING OF CHARITIES AND FOLLOW-UP REPORTING TO ENSURE IMPACT AND USE OF CONTRIBUTIONS/GRANT FUNDS. BY SUCCESSFULLY INVESTING OUR CLIENTS' CHARITABLE ASSETS, THE COMMUNITY FOUNDATION PRESERVES AND WORKS TO GROW COMMUNITY CAPITAL IN PERPETUITY. WE ASSIST OUR LIVING FUNDHOLDERS BY NAVIGATING THE LANDSCAPE OF CHARITABLE ORGANIZATIONS IN THE REGION AND THROUGHOUT THE UNITED STATES SO THAT THEY CAN MAKE HIGH IMPACT, WELL-STRUCTURED GIFTS THAT BETTER THE LIVES OF OTHERS. THE COMMUNITY FOUNDATION HONORS THE INTENTIONS AND INTERESTS OF DECEASED FUNDHOLDERS THROUGH GRANT MAKING ACTIVITIES BASED ON THEIR WISHES AND GUIDELINES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,139,213
Program Service Revenue $0
Investment Income $2,521,543
Other Revenue $856,260
TOTAL REVENUE $10,517,016

Expense Breakdown

Grants Paid $6,297,341
Salaries & Benefits $540,621
Fundraising Expenses $74,031
Program Expenses $7,848,544
Other Expenses $1,722,853
TOTAL EXPENSES $8,560,815

Year-over-Year Comparison

2024 2023 Change
Revenue $10,517,016 $20,915,805 -0.5%
Expenses $8,560,815 $6,599,534 +0.3%
Net Income $1,956,201 $14,316,271 -0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
12
Employees
4
Volunteers
16

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
6
$270,837
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN DOODY DIRECTOR 5.00
Director
$0 $0 $0
KENNETH A NORMAN DIRECTOR 5.00
Director
$0 $0 $0
ELLYN STEVENSON CHAIR 5.00
Officer Director
$0 $0 $0
THEORA G WEBB VICE CHAIR 5.00
Officer Director
$0 $0 $0
NANCY CROWDER-MCCOY TREASURER 5.00
Officer Director
$0 $0 $0
BRIAN E FOSS SECRETARY 5.00
Officer Director
$0 $0 $0
KELLY BUIST VICE CHAIR 5.00
Officer Director
$0 $0 $0
LINDA HOUSTON DIRECTOR 5.00
Director
$0 $0 $0
MICHAEL A KELLY DIRECTOR 5.00
Director
$0 $0 $0
TOM LYTLE DIRECTOR 5.00
Director
$0 $0 $0
GYTHA VON ALDENBRUCK DIRECTOR 5.00
Director
$0 $0 $0
JOHN E TRANTER DIRECTOR 5.00
Director
$0 $0 $0
ELIZABETH BARBELLA PRESIDENT & CEO 40.00
Officer
$243,072 $27,765 $270,837
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 $10,517,016 $8,560,815 $63,593,879 $1,956,201
2024 $20,915,805 $6,599,534 $58,468,562 $14,316,271
2023 $15,025,738 $4,016,379 $40,405,386 $11,009,359
2022 $7,794,178 $5,803,941 $27,568,977 $1,990,237
2021 $9,566,377 $4,886,078 $30,425,474 $4,680,299
2020 $6,412,301 $3,342,633 $21,880,926 $3,069,668
2019 $5,654,461 $2,577,798 $19,972,388 $3,076,663
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