VERNON JULIANNE DECLARATION OF TRUST (EIN 656074107) - 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

1996

Legal Domicile

Principal Officer

PAMELA OLMO

Phone

3059498321

Tax Period

2023-01-01 to 2023-12-31

VERNON JULIANNE DECLARATION OF TRUST, founded in 1996, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $68K in total revenue in fiscal year 2023. Revenue fell 80% from the prior year — a significant decline worth monitoring. Expenses of $120K exceeded revenue, resulting in a 76% operating deficit.

Mission

PROVIDE FINANCIAL SUPPORT FOR WPBT, A PUBLIC TELEVISION STATION WHICH SERVES SOUTH FLORIDA.

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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 $0

Program Service Revenue $0

Investment Income $68,405

Other Revenue $0

TOTAL REVENUE $68,405

Expense Breakdown

Grants Paid $112,243

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $112,243

Other Expenses $8,231

TOTAL EXPENSES $120,474

Year-over-Year Comparison

	2023	2022	Change
Revenue	$68,405	$340,092	-0.8%
Expenses	$120,474	$222,841	-0.5%
Net Income	$-52,069	$117,251	-1.4%

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

$789,309

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOLORES SUKHDEO	TRUSTEE	1.00	Director	$0	$78,162	$586,345
PAMELA OLMO	TRUSTEE	1.00	Director	$0	$10,256	$202,964
MARIA A FERNANDEZ	TRUSTEE	1.00	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
2024	No data	No data	No data	No data
2023	$68,405	$120,474	$2,250,106	$-52,069
2022	$340,092	$222,841	$2,062,177	$117,251
2021	$98,164	$184,065	$2,741,698	$-85,901
2020	$168,517	$161,648	$2,569,436	$6,869
2019	$105,154	$92,130	$2,281,246	$13,024
2018	$81,903	$45,122	$2,176,683	$36,781

VERNON JULIANNE DECLARATION OF TRUST