Plantation Community Foundation Inc

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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

1988

Legal Domicile

Principal Officer

KATHLEEN BRAGLIA

Phone

9414974826

Tax Period

2023-07-01 to 2024-06-30

Plantation Community Foundation Inc, founded in 1988, is a small nonprofit that reported $158K in total revenue in fiscal year 2023. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $200K exceeded revenue, resulting in a 27% operating deficit.

Mission

The Plantation Community Foundation is an organization dedicated to improving the quality of life of South Sarasota County residents by supporting organizations involved in food, housing, and healthcare.

Program Service Accomplishments

Program 1

The entire concept of "Program Service Accomplishments"does not relate to a small foundation such as ours.The Foundation accepts grant applications from organizations which serve South Sarasota...

The entire concept of "Program Service Accomplishments"does not relate to a small foundation such as ours.The Foundation accepts grant applications from organizations which serve South Sarasota County residents and meet IRC 501(c)3 requirements. The net amount of grants distributed was $140,700. The money to pay these grants is raised thru various fund raising events and from membership donations at various . levels. The many volunteers for the fundraising events come from our membership. Like the Directors, all Grant Committee members are retired unpaid volunteers who have no connection to the organizations they review.

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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 $84,781

Program Service Revenue $0

Investment Income $69,582

Other Revenue $3,261

TOTAL REVENUE $157,624

Expense Breakdown

Grants Paid $140,700

Salaries & Benefits $38,900

Fundraising Expenses $0

Other Expenses $20,611

TOTAL EXPENSES $200,211

Year-over-Year Comparison

	2023	2022	Change
Revenue	$157,624	$266,439	-0.4%
Expenses	$200,211	$237,215	-0.2%
Net Income	$-42,587	$29,224	-2.5%

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

N/A

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
KATHLEEN BRAGLIA	President	4.000	Officer Director	$0	$0	$0
PAT HURLEY	Director	2.000	Director	$0	$0	$0
GREGG RICHMOND	Vice President	2.000	Officer Director	$0	$0	$0
DONNA CASTELLANO	Secretary	2.000	Officer Director	$0	$0	$0
JOHN W NOYES	Treasurer	2.000	Officer Director	$0	$0	$0
IRENE CROWLEY	Director	2.000	Director	$0	$0	$0
LINDA ZAMBALDI	Director	2.000	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	No data	No data	No data	No data
2024	$157,624	$200,211	$590,809	$-42,587
2023	$266,439	$237,215	$629,931	$29,224
2022	$115,560	$223,297	$595,915	$-107,737
2021	$277,659	$217,347	$703,618	$60,312