Florida Ethics Institute Inc (EIN 883409604) - 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

2022

Legal Domicile

Principal Officer

Caroline M Klancke

Phone

8505593211

Tax Period

2023-07-01 to 2024-06-30

Florida Ethics Institute Inc, founded in 2022, is a small nonprofit in the Education sector that reported $112K in total revenue in fiscal year 2023. Revenue surged 107% from the prior year, signaling strong growth momentum. The organization ran a surplus of $39K, a strong 35% operating margin.

Mission

The Florida Ethics Institute, Inc. (FEI) focuses its educational directives primarily upon State and local governments to provide accessible guidance, information and training services regarding Floridas ethics laws, public records laws, and public meetings laws to public officers,public employees, and to the citizens they serve.

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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 $83,828

Program Service Revenue $21,749

Investment Income $0

Other Revenue $5,972

TOTAL REVENUE $111,549

Expense Breakdown

Grants Paid $0

Salaries & Benefits $57,084

Fundraising Expenses $0

Program Expenses $72,676

Other Expenses $15,592

TOTAL EXPENSES $72,676

Year-over-Year Comparison

	2023	2022	Change
Revenue	$111,549	$53,827	+1.1%
Expenses	$72,676	$41,712	+0.7%
Net Income	$38,873	$12,115	+2.2%

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

$53,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sylvie Naar	President	3.00	Officer Director	$0	$0	$0
Robert Teitler	Vice President	2.00	Officer Director	$0	$0	$0
Kathleen McCormick	Secretary	2.00	Officer Director	$0	$0	$0
Kim Klancke	Treasurer	2.00	Officer Director	$0	$0	$0
Norman Ostrau	Director	2.00	Director	$0	$0	$0
Herbert Thelle	Director	2.00	Director	$0	$0	$0
Caroline Klancke	Executive Director	10.00	Key Emp	$53,000	$0	$53,000

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	No data	No data	No data	No data
2024	$111,549	$72,676	$50,934	$38,873
2023	$53,827	$41,712	$12,115	$12,115

Florida Ethics Institute Inc