Citrus Belt Uniserv (EIN 953059125) - 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

1972

Legal Domicile

Principal Officer

Lisa Lindberg

Phone

9098909116

Tax Period

2024-09-01 to 2025-08-31

Citrus Belt Uniserv, founded in 1972, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Expenses of $1.2M exceeded revenue, resulting in a 12% operating deficit.

Mission

The Uniserv represents its members in contract negotiations, grievance proceedings, and serves to educate its members and the public on issues relating to education.

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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 $0

Program Service Revenue $1,055,189

Investment Income $26,962

Other Revenue $0

TOTAL REVENUE $1,082,151

Expense Breakdown

Grants Paid $0

Salaries & Benefits $764,106

Fundraising Expenses $0

Program Expenses $1,146,779

Other Expenses $447,201

TOTAL EXPENSES $1,211,307

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,082,151	$1,019,342	+0.1%
Expenses	$1,211,307	$1,045,228	+0.2%
Net Income	$-129,156	$-25,886	+4.0%

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

$681,485

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephen Caperton	President	5.00	Officer Director	$0	$0	$0
Christine Dougherty	Vice President	2.00	Officer Director	$0	$0	$0
Sharon Liz Huerta-Brewster	Secretary	2.00	Officer Director	$0	$0	$0
David O'Rafferty	Treasurer	5.00	Officer Director	$0	$0	$0
Andy Elliot	Director	1.00	Director	$0	$0	$0
Daniel Schaefer	Director	1.00	Director	$0	$0	$0
Tobin Brinker	Director	1.00	Director	$0	$0	$0
Melissa Paquette	Director	1.00	Director	$0	$0	$0
Shelley Gastelo	Director	1.00	Director	$0	$0	$0
Christopher Luna	Director	1.00	Director	$0	$0	$0
Susan Abt	Director	1.00	Director	$0	$0	$0
Debbie Muniz	Director	1.00	Director	$0	$0	$0
Dorie Clark	Director	1.00	Director	$0	$0	$0
Kathryn Elliot	Director	1.00	Director	$0	$0	$0
Jolene E Barrow	Executive Director	40.00	Officer	$198,215	$142,373	$340,588
John Vigrass	Executive Director	40.00	Officer	$197,103	$143,794	$340,897

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	$1,082,151	$1,211,307	$950,313	$-129,156
2024	$1,019,342	$1,045,228	$1,075,199	$-25,886
2023	$974,089	$1,021,923	$1,101,085	$-47,834
2022	$949,943	$819,425	$1,148,919	$130,518
2021	$927,430	$840,986	$1,018,401	$86,444
2020	$865,190	$692,890	$931,957	$172,300
2019	$839,760	$655,272	$757,506	$184,488
2018	$838,470	$779,875	$602,920	$58,595

Citrus Belt Uniserv