SARASOTA CARILLON FOUNDATION INC

EIN: 833263720 501(c)(3) Arts, Culture & Humanities

SARASOTA, FL

Total Revenue
$250,133
Total Expenses
$5,613
Total Assets
$244,520
Net Assets
$244,520
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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
2019
Legal Domicile
FL
Principal Officer
WYLIE CRAWFORD
Phone
8473342333
Tax Period
2019-01-11 to 2019-06-30

SARASOTA CARILLON FOUNDATION INC, founded in 2019, is a small nonprofit in the Arts, Culture & Humanities sector that reported $250K in total revenue in fiscal year 2019. The organization ran a surplus of $245K, a strong 98% operating margin.

Mission

TO ACQUIRE, INSTALL, AND SUPPORT A 48-BELL TRAVELING CARILLON FOR THE BENEFIT OF SARASOTA COUNTY.

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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%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $250,100
Program Service Revenue $0
Investment Income $33
Other Revenue $0
TOTAL REVENUE $250,133

Expense Breakdown

Grants Paid $250
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $3,119
Other Expenses $5,363
TOTAL EXPENSES $5,613

Year-over-Year Comparison

2019 2018 Change
Revenue $250,133 N/A N/A
Expenses $5,613 N/A N/A
Net Income $244,520 N/A N/A
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

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
1

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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WYLIE CRAWFORD PRESIDENT 1.00
Officer Director
$0 $0 $0
GEORGE UBOGY SECRETARY 1.00
Officer Director
$0 $0 $0
JULES LIPOW TREASURER 1.00
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
2019 $250,133 $5,613 $244,520 $244,520
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