THE COMMUNITY FOUNDATION TRUST OF … - Form 990 Financial Data

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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

1979

Legal Domicile

Principal Officer

ROXANNE G JERDE

Phone

9419553000

Tax Period

2024-07-01 to 2025-06-30

THE COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY, founded in 1979, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $828K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. Net assets of $15.5M represent 225 months of operating reserves.

Mission

COMMUNITY IMPACT POWERED BY PHILANTHROPY.

Program Service Accomplishments

Program 1

Expenses: $596,511 Revenue: $0

GRANTS AND SCHOLARSHIPS WERE MADE TO SUPPORT EDUCATION, HEALTH AND HUMAN SERVICES, ANIMALS, THE ENVIRONMENT AND OTHER SECTORS.

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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 $0

Program Service Revenue $0

Investment Income $827,710

Other Revenue $0

TOTAL REVENUE $827,710

Expense Breakdown

Grants Paid $458,880

Salaries & Benefits $0

Fundraising Expenses $140,690

Program Expenses $596,511

Other Expenses $443,184

TOTAL EXPENSES $902,064

Year-over-Year Comparison

	2024	2023	Change
Revenue	$827,710	$621,115	+0.3%
Expenses	$902,064	$1,232,171	-0.3%
Net Income	$-74,354	$-611,056	-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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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

$1,719,221

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL DELEO	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL DENTON	DIRECTOR	1.00	Director	$0	$0	$0
ERIN DUGGAN	DIRECTOR	1.00	Director	$0	$0	$0
KAREN HAMAD	DIRECTOR	1.00	Director	$0	$0	$0
MITZIE HENSON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID JOYNER	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA MATHEWS	DIRECTOR	1.00	Director	$0	$0	$0
DR LAURA MATTIA	DIRECTOR	1.00	Director	$0	$0	$0
MERCEDES SOLER	DIRECTOR	1.00	Director	$0	$0	$0
DR JANET TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY TROIANO	DIRECTOR	1.00	Director	$0	$0	$0
TERRI VITALE	DIRECTOR	1.00	Director	$0	$0	$0
MARY LOU WINNICK	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW STULTZ	TREASURER	1.00	Officer Director	$0	$0	$0
MARILYN THOMPSON	CHAIR	1.00	Officer Director	$0	$0	$0
CHARLES E WILLIAMS	SECRETARY	1.00	Officer Director	$0	$0	$0
PAUL HUDSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
N/A	TRUSTEE	1.00		$24,389	$0	$24,389
N/A	TRUSTEE	1.00		$63,092	$0	$63,092
N/A	TRUSTEE	1.00		$7,500	$0	$7,500
ROXANNE G JERDE	PRESIDENT/CEO	40.00	Officer	$0	$42,163	$407,309
ELIZABETH PENNEWILL	GENERAL COUNSEL	40.00	Officer	$0	$31,395	$252,490
MISCHA KIRBY	VP, STRATEGIC COMM & MKTG	40.00	Officer	$0	$26,591	$200,013
ERIN JONES	CFO	40.00	Officer	$0	$33,325	$268,640
NICOLE COUDAL	VP, HUMAN RESOURCES	40.00	Officer	$0	$26,410	$191,771
JAY YOUNG	VP PHILANTHROPY	40.00	Officer	$0	$50,112	$206,800
KIRSTEN RUSSELL	VP COMMUNITY IMPACT	40.00	Officer	$0	$28,244	$192,198
RINA ALVAREZ	DIRECTOR, PHILANTHROPY	40.00	Highest	$0	$19,164	$143,308
JULIE AVINS	CONTROLLER	40.00	Highest	$0	$29,793	$134,705

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	$827,710	$902,064	$15,494,610	$-74,354
2024	$621,115	$1,232,171	$14,804,667	$-611,056
2023	$471,292	$997,079	$13,962,909	$-525,787
2022	$842,866	$955,796	$13,384,848	$-112,930
2021	$1,500,349	$1,477,806	$16,358,765	$22,543
2020	$177,735	$873,671	$13,582,319	$-695,936
2019	$993,073	$7,510,949	$13,975,188	$-6,517,876

THE COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY