THE IMMOKALEE FOUNDATION INC (EIN 650315664) - 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

1991

Legal Domicile

Principal Officer

NOEMI PEREZ

Phone

2394309122

Tax Period

2024-07-01 to 2025-06-30

THE IMMOKALEE FOUNDATION INC, founded in 1991, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $8.6M in total revenue in fiscal year 2024. Expenses of $7.5M left a modest 13% surplus.

Mission

BUILDING PATHWAYS TO SUCCESS FOR THE CHILDREN OF IMMOKALEE. PROVIDE EDUCATIONAL AND CAREER-BUILDING OPPORTUNITIES THAT OPEN THE STUDENTS' EYES TO THEIR PERSONAL POTENTIAL.

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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 $8,211,930

Program Service Revenue $0

Investment Income $762,620

Other Revenue $-347,963

TOTAL REVENUE $8,626,587

Expense Breakdown

Grants Paid $457,651

Salaries & Benefits $3,889,004

Fundraising Expenses $1,114,968

Program Expenses $5,799,362

Other Expenses $3,163,220

TOTAL EXPENSES $7,509,875

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,626,587	$8,878,788	0.0%
Expenses	$7,509,875	$6,743,879	+0.1%
Net Income	$1,116,712	$2,134,909	-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

250

Volunteers

110

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

$457,210

Total Directors

$457,210

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NOEMI PEREZ	PRESIDENT/CEO	40.00	Officer Director	$223,555	$32,958	$256,513
YASMIN MOHAMMED	CFO	40.00	Officer Director	$183,152	$17,545	$200,697
GERALD BELLE	CHAIRPERSON	20.00	Officer Director	$0	$0	$0
TOM HURWICH	TREASURER	10.00	Officer Director	$0	$0	$0
ALISON DOUGLAS	SECRETARY	10.00	Officer Director	$0	$0	$0
KATHERINE AHEARN	DIRECTOR	10.00	Director	$0	$0	$0
TRISHA HARE	DIRECTOR	10.00	Director	$0	$0	$0
KATHERINE GREEN	DIRECTOR	10.00	Director	$0	$0	$0
JOHN GRISWOLD	DIRECTOR	10.00	Director	$0	$0	$0
DIEGO ZAMBRANO	DIRECTOR	10.00	Director	$0	$0	$0
CAROL JOSEPH	DIRECTOR	10.00	Director	$0	$0	$0
BARBARA MORRISON	DIRECTOR	10.00	Director	$0	$0	$0
JOHN TOBE	DIRECTOR	10.00	Director	$0	$0	$0
JOSEPH ZEDNIK	DIRECTOR	10.00	Director	$0	$0	$0
MARY BABSON	DIRECTOR	10.00	Director	$0	$0	$0
SEBASTIAN SAITTA	DIRECTOR OF MARKETING/COMM	40.00	Highest	$119,962	$24,109	$144,071
WENDY GALLEGOS	DIRECTOR OF PROGRAM SERVICES	40.00	Highest	$101,176	$3,879	$105,055
DIANE ALLENBAUGH	VICE PRESIDENT OF HR & ORG STRUCTURE	40.00	Highest	$153,645	$23,369	$177,014
BARBARA HAWKES	SENIOR DIRECTOR OF PARTNERSHIP	40.00	Highest	$109,841	$25,659	$135,500

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	$8,626,587	$7,509,875	$21,243,753	$1,116,712
2024	$8,878,788	$6,743,879	$19,825,276	$2,134,909
2023	$5,525,438	$5,977,431	$16,513,081	$-451,993
2022	$6,702,989	$5,199,298	$16,751,410	$1,503,691
2021	$6,929,176	$4,516,663	$16,998,351	$2,412,513
2020	$5,173,566	$4,488,865	$13,077,517	$684,701
2019	$3,442,039	$3,823,727	$12,045,371	$-381,688
2018	$3,104,373	$3,384,049	$12,286,086	$-279,676

THE IMMOKALEE FOUNDATION INC