MANATEE COMMUNITY FOUNDATION INC (EIN 650833500) - 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

1998

Legal Domicile

Principal Officer

VERONICA THAMES

Phone

9417477765

Tax Period

2024-07-01 to 2025-06-30

MANATEE COMMUNITY FOUNDATION INC, founded in 1998, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $10.2M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $3.1M, a strong 31% operating margin.

Mission

MANATEE COMMUNITY FOUNDATION INVESTS IN NONPROFIT ORGANIZATIONS, STUDENTS, AND THE COMMUNITY THROUGH THE GENEROSITY AND PARTNERSHIP OF PEOPLE WHO CARE ABOUT OUR COUNTY AND REGION.

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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 $5,632,104

Program Service Revenue $571,124

Investment Income $4,065,727

Other Revenue $-33,590

TOTAL REVENUE $10,235,365

Expense Breakdown

Grants Paid $4,894,174

Salaries & Benefits $852,251

Fundraising Expenses $751,529

Program Expenses $5,609,666

Other Expenses $1,341,866

TOTAL EXPENSES $7,088,291

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,235,365	$8,689,100	+0.2%
Expenses	$7,088,291	$11,138,055	-0.4%
Net Income	$3,147,074	$-2,448,955	-2.3%

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

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

$463,221

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM BREITER	DIRECTOR	1.00	Director	$0	$0	$0
DOUG ELMORE	DIRECTOR	1.00	Director	$0	$0	$0
DEBRA ESTES	DIRECTOR	1.00	Director	$0	$0	$0
NURISHA HARVEY	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA HORNE	DIRECTOR	1.00	Director	$0	$0	$0
MIKE MOSCHELLA	DIRECTOR	1.00	Director	$0	$0	$0
MONACA ONSTAD	DIRECTOR	1.00	Director	$0	$0	$0
DR JAN PULLEN	DIRECTOR	1.00	Director	$0	$0	$0
JENIFER SCHEMBRI	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN TRUONG	DIRECTOR	1.00	Director	$0	$0	$0
SUSIE WALTERS	DIRECTOR	1.00	Director	$0	$0	$0
BOB TURNER	CHAIR	1.00	Officer Director	$0	$0	$0
DANIELLE SHERRILL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
STEVE ROSKAMP	SECRETARY	1.00	Officer Director	$0	$0	$0
GARRETT SHINN	TREASURER	1.00	Officer Director	$0	$0	$0
VERONICA THAMES	CHIEF EXECUTIVE OFFICER	40.00	Officer	$187,625	$6,956	$194,581
ERIN JONES	CFO	1.00	Officer	$0	$33,325	$268,640
JACOB KINSEL	DIR. FINANCE & OPERATIONS - APR 2025	40.00	Officer	$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	$10,235,365	$7,088,291	$69,118,344	$3,147,074
2024	$8,689,100	$11,138,055	$62,863,473	$-2,448,955
2023	$6,929,741	$7,929,900	$60,485,512	$-1,000,159
2022	$10,792,058	$8,035,291	$57,782,445	$2,756,767
2021	$13,130,439	$7,336,468	$65,364,400	$5,793,971
2020	$8,679,667	$7,179,232	$51,383,604	$1,500,435
2019	$8,096,781	$5,650,624	$50,032,428	$2,446,157
2018	$14,811,628	$5,119,822	$46,360,216	$9,691,806

MANATEE COMMUNITY FOUNDATION INC