ST LUCIE COUNTY EDUCATION FOUNDATION INC (EIN 650209044) - 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

1990

Legal Domicile

Principal Officer

THOM JONES

Phone

7724295505

Tax Period

2024-07-01 to 2025-06-30

ST LUCIE COUNTY EDUCATION FOUNDATION INC, founded in 1990, is a small nonprofit in the Religion sector that reported $869K in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. Net assets of $3.1M represent 42 months of operating reserves.

Mission

TO ENHANCE PUBLIC EDUCATION FOR PREKINDERGARTEN THROUGH THE 12TH GRADE.

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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 $712,578

Program Service Revenue $0

Investment Income $121,258

Other Revenue $34,826

TOTAL REVENUE $868,662

Expense Breakdown

Grants Paid $568,707

Salaries & Benefits $151,189

Fundraising Expenses $13,874

Program Expenses $790,696

Other Expenses $126,298

TOTAL EXPENSES $846,194

Year-over-Year Comparison

	2024	2023	Change
Revenue	$868,662	$1,174,730	-0.3%
Expenses	$846,194	$1,246,963	-0.3%
Net Income	$22,468	$-72,233	-1.3%

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

$67,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR KEVIN PERRY	DIRECTOR	1.00	Director	$0	$0	$0
DR DONNA MILLS	DIRECTOR	1.00	Director	$0	$0	$0
CARISSA VEGA	DIRECTOR, HONORARY	1.00	Director	$0	$0	$0
BRANDON NOBILE	PAST CHAIRMAN	2.00	Director	$0	$0	$0
CYNTHIA PILLONI	DIRECTOR	1.00	Director	$0	$0	$0
SHRITA WALKER	DIRECTOR, HONORARY	1.00	Director	$0	$0	$0
ANTHONY BONNA	CHAIRMAN	2.00	Officer Director	$0	$0	$0
DAVID FREELAND	DIRECTOR	1.00	Director	$0	$0	$0
RENNE MOTTO	DIRECTOR	1.00	Director	$0	$0	$0
LINDSEY LAURINO	DIRECTOR, HONORARY	1.00	Director	$0	$0	$0
JAMES TAYLOR	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
DR JON PRINCE	DIRECTOR	1.00	Director	$0	$0	$0
LOUIS ONDROVIC	SECRETARY	2.00	Officer Director	$0	$0	$0
DANA TRABULSY	DIRECTOR	1.00	Director	$0	$0	$0
PENNY MORIN	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL BONLARRON	DIRECTOR	1.00	Director	$0	$0	$0
MELANIE MEAD	DIRECTOR	1.00	Director	$0	$0	$0
ANNA BABCOCK	DIRECTOR	1.00	Director	$0	$0	$0
JAMES ABBOTT	TREASURER	2.00	Officer Director	$0	$0	$0
THOM JONES	PRESIDENT	40.00	Officer	$0	$0	$67,500

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	$868,662	$846,194	$3,075,271	$22,468
2024	$1,174,730	$1,246,963	$3,248,544	$-72,233
2023	$3,493,446	$490,141	$3,125,036	$3,003,305
2022	$453,540	$481,797	$121,731	$-28,257
2021	$350,552	$350,242	$155,389	$310
2020	$375,606	$362,069	$149,678	$13,537
2019	$255,182	$243,702	$136,141	$11,480
2018	$299,697	$329,964	$126,201	$-30,267

ST LUCIE COUNTY EDUCATION FOUNDATION INC