Self-Help Economic Development Inc (EIN 205330006) - 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

2005

Legal Domicile

Principal Officer

Steve Zuckerman

Tax Period

2021-01-01 to 2021-12-31

Self-Help Economic Development Inc, founded in 2005, is a micro nonprofit in the Human Services sector that reported $25K in total revenue in fiscal year 2021. Revenue surged 25% from the prior year, signaling strong growth momentum.

Mission

To promote economic development and financial literacy for low-income people, people of color, and those who live in economically depressed areas.

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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 (2021)

Revenue Breakdown

Contributions & Grants $25,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $25,000

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,000

Other Expenses $0

TOTAL EXPENSES $25,000

Year-over-Year Comparison

	2021	2020	Change
Revenue	$25,000	$20,011	+0.2%
Expenses	$25,000	$20,000	+0.3%
Net Income	$0	$11	-1.0%

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

N/A

Employees

N/A

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

$469,323

Total Directors

$607,844

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Veronica Madrigal	Director Treasurer & Secret	Officer Director	$0	$37,165	$152,284
Sarah Brennan	Director	Director Highest	$0	$18,524	$143,893
Misun Thompson	Director	Director	$0	$13,455	$139,406
Randy Chambers	Vice President	Officer	$0	$37,343	$121,899
Martin Eakes	CEO	Officer	$0	$30,191	$116,069
Sherry Alexander	Director Staff	Director	$0	$17,134	$93,190
Steve Zuckerman	Director President	Officer Director	$0	$16,668	$79,071

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
2021	$25,000	$25,000	$454	No data
2020	$20,011	$20,000	$454	$11
2019	$20,002	$20,000	$443	$2
2018	$13,005	$13,000	$441	$5

Self-Help Economic Development Inc