PHILANTHROPY MIAMI INC (EIN 841786529) - 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

2000

Legal Domicile

Phone

3055670360

Tax Period

2024-07-01 to 2025-06-30

PHILANTHROPY MIAMI INC, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $395K in total revenue in fiscal year 2024. Expenses of $361K left a modest 8% surplus.

Mission

BUILDING A THRIVING COMMUNITY OF PROFESSIONALS, VOLUNTEERS AND ORGANIZATIONS WORKING TOWARD A GREATER MIAMI, BY INCREASING THE ABILITY OF ORGANIZATIONS AND INDIVIDUALS TO DRIVE SOCIAL CHANGE BY ELEVATING EDUCATION AND NETWORKING.

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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 (2024)

Revenue Breakdown

Contributions & Grants $268,197

Program Service Revenue $124,754

Investment Income $1,823

Other Revenue $0

TOTAL REVENUE $394,774

Expense Breakdown

Grants Paid $0

Salaries & Benefits $149,053

Fundraising Expenses $0

Program Expenses $237,561

Other Expenses $212,390

TOTAL EXPENSES $361,443

Year-over-Year Comparison

	2024	2023	Change
Revenue	$394,774	$390,196	+0.0%
Expenses	$361,443	$400,273	-0.1%
Net Income	$33,331	$-10,077	-4.3%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FERNANDA JORGENSON	EXECUTIVE DIRECTOR	40.00	Highest	$136,661	$0	$136,661
GLENN KAUFHOLD	CO-CHAIR EMERITUS	1.00	Director	$0	$0	$0
CARLA CROSSNO	CHAIR	2.00	Director	$0	$0	$0
MICHAEL ROSENBURG	CO-CHAIR EMERITUS	1.00	Director	$0	$0	$0
M KRISTINA RAATTAMA	VICE CHAIR & SECRETARY	1.00	Director	$0	$0	$0
TANIA CASTROVERDE MOSKALENKO	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVEN SCHWARTZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JOAN CASANOVA GONZALEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
LEANA CIANFONI	BOARD MEMBER	1.00	Director	$0	$0	$0
NORIE DEL VALLE	BOARD MEMBER	1.00	Director	$0	$0	$0
KITTY DUMAS	BOARD MEMBER	1.00	Director	$0	$0	$0
SUZANNE JEWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
ANA C MARTINEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
NIKKI PACKER	BOARD MEMBER	1.00	Director	$0	$0	$0
KERRY-ANN ROYES	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGELICA SANTIBANEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JANISSE ROSARIO SCHOEEP	BOARD MEMBER	1.00	Director	$0	$0	$0
ALISON GREWE	TREASURER	1.00	Director	$0	$0	$0
MICHELLE SHIRLEY	BOARD MEMBER	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
2025	$394,774	$361,443	$203,858	$33,331
2024	$390,196	$400,273	$169,426	$-10,077
2023	$315,950	$205,850	$171,748	$110,100

PHILANTHROPY MIAMI INC