PINEY WOODS REGIONAL ADVISORY COUNCIL (EIN 752603041) - 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

1994

Legal Domicile

Principal Officer

LORETTA KUHN

Tax Period

2023-09-01 to 2024-08-31

PINEY WOODS REGIONAL ADVISORY COUNCIL, founded in 1994, is a community nonprofit in the Health Care sector that reported $2.8M in total revenue in fiscal year 2023.

Mission

To serve as a link between area hospitals, pre-hospital providers, and local, state and federal agencies in matters of trauma, healthcare and disaster preparedness and response.

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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 $2,783,253

Program Service Revenue $0

Investment Income $1,281

Other Revenue $0

TOTAL REVENUE $2,784,534

Expense Breakdown

Grants Paid $1,424,948

Salaries & Benefits $624,922

Fundraising Expenses $0

Program Expenses $2,545,611

Other Expenses $659,329

TOTAL EXPENSES $2,709,199

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,784,534	$2,884,851	0.0%
Expenses	$2,709,199	$2,618,886	+0.0%
Net Income	$75,335	$265,965	-0.7%

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

300

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

$176,479

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERYL COFFEY	PRESIDENT & CEO	40.00	Officer	$95,253	$2,847	$98,100
LORETTA KUHN	PRESIDENT & CEO	40.00	Officer	$76,106	$2,273	$78,379
KAREN ADAMS RN	DIRECTOR	0.20	Director	$0	$0	$0
JAMIE MOORE RN	DIRECTOR	0.20	Director	$0	$0	$0
CHAD SOLOMON	DIRECTOR	0.20	Director	$0	$0	$0
JENNIFER BURWELL	DIRECTOR	0.20	Director	$0	$0	$0
AMY HOOTEN	DIRECTOR	0.20	Director	$0	$0	$0
LISA HUTCHINSON	CHAIRMAN DIRECTOR	1.00	Director	$0	$0	$0
YAGNESH DESAI	DIRECTOR	0.50	Director	$0	$0	$0
JIM SPEIER NREMT-P CMTE	PAST CHAIRMAN DIRECTOR	0.20	Director	$0	$0	$0
GEORGE ROBERTS	DIRECTOR	0.20	Director	$0	$0	$0
BILLY PEREZ	VICE-CHAIRMAN DIRECTOR	0.50	Director	$0	$0	$0
ALICIA WHETSELL	SECRETARY DIRECTOR	0.75	Officer Director	$0	$0	$0
ROY LANGFORD	TREASURER DIRECTOR	0.50	Officer 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	$2,784,534	$2,709,199	$863,714	$75,335
2023	$2,884,851	$2,618,886	$638,302	$265,965
2022	$2,203,260	$2,173,773	$253,965	$29,487
2021	$2,799,666	$3,136,014	$401,696	$-336,348
2020	$1,706,248	$1,676,962	$738,296	$29,286
2019	$1,349,160	$1,014,350	$491,766	$334,810
2018	$1,737,865	$1,783,977	$245,331	$-46,112

PINEY WOODS REGIONAL ADVISORY COUNCIL