Pelican Sound Charitable Foundation Inc

EIN: 841746629 501(c)(3) Philanthropy & Grantmaking

Estero, FL

Total Revenue
$205,087
Total Expenses
$199,881
Total Assets
$35,598
Net Assets
$35,598
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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
Russell Frith
Phone
2399484331
Tax Period
2024-07-01 to 2025-06-30

Pelican Sound Charitable Foundation Inc, founded in 2019, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $205K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum.

Mission

To support charitable and educational programs of organizations that improve the lives of Southwest Florida residents in need.

Program Service Accomplishments

Program 1
Expenses: $20,000 Revenue: $0

Grant to Habitat for Humanity.

Program 2
Expenses: $20,000 Revenue: $0

Grant to Hearts and Homes for Veterans.

Program 3
Expenses: $20,000 Revenue: $0

Grant to New Horizons.

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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 (2024)

Revenue Breakdown

Contributions & Grants $137,060
Program Service Revenue $0
Investment Income $0
Other Revenue $68,027
TOTAL REVENUE $205,087

Expense Breakdown

Grants Paid $190,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $190,000
Other Expenses $9,881
TOTAL EXPENSES $199,881

Year-over-Year Comparison

2024 2023 Change
Revenue $205,087 $163,721 +0.3%
Expenses $199,881 $152,639 +0.3%
Net Income $5,206 $11,082 -0.5%
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
7
Independent Members
7
Employees
N/A
Volunteers
50

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
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Annette Koch President 8.00
Officer Director
$0 $0 $0
Russell Frith Treasurer 4.00
Officer Director
$0 $0 $0
Mary Ann Zonca Secretary 4.00
Officer Director
$0 $0 $0
Fred Kohnke Director 4.00
Director
$0 $0 $0
Cliff Bridges Director 4.00
Director
$0 $0 $0
Larry Stanford Director 4.00
Director
$0 $0 $0
Danny OBrien Director 4.00
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
2025 $205,087 $199,881 $35,598 $5,206
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