TAMPA BAY ECONOMIC PROSPERITY FOUNDATION INC (EIN 832026345) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

CRAIG RICHARD

Phone

8135182624

Tax Period

2024-10-01 to 2025-09-30

TAMPA BAY ECONOMIC PROSPERITY FOUNDATION INC, founded in 2018, is a small nonprofit in the Human Services sector that reported $213K in total revenue in fiscal year 2024. Revenue surged 184% from the prior year, signaling strong growth momentum. Expenses of $195K left a modest 8% surplus.

Mission

TO CONDUCT RESEARCH AND EDUCATE OUR COMMUNITY ABOUT ISSUES THAT AFFECT JOB CREATION AND ECONOMIC OPPORTUNITY IN TAMPA BAY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $229,250

Program Service Revenue $0

Investment Income $0

Other Revenue $-16,305

TOTAL REVENUE $212,945

Expense Breakdown

Grants Paid $0

Salaries & Benefits $63,861

Fundraising Expenses $3,488

Program Expenses $162,942

Other Expenses $131,153

TOTAL EXPENSES $195,014

Year-over-Year Comparison

	2024	2023	Change
Revenue	$212,945	$75,000	+1.8%
Expenses	$195,014	$172,314	+0.1%
Net Income	$17,931	$-97,314	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

$551,381

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR KEN ATWATER PHD	CHAIR	1.00	Officer Director	$0	$0	$0
STEPHANIE SMITH	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
PATTY HAMILTON	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
NATHANIEL DOLINER	DIRECTOR	1.00	Director	$0	$0	$0
FELICIA HARVEY	DIRECTOR	1.00	Director	$0	$0	$0
LEILANI SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG RICHARD	PRESIDENT/CEO	1.00	Officer	$0	$59,083	$551,381

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	$212,945	$195,014	$873,389	$17,931
2024	$75,000	$172,314	$908,235	$-97,314
2023	$350,880	$397,119	$972,532	$-46,239
2022	$88,309	$390,425	$1,281,473	$-302,116
2021	$1,296,434	$234	$1,296,205	$1,296,200

TAMPA BAY ECONOMIC PROSPERITY FOUNDATION INC