SOUTH JEFF HSG DEV FUNDCOINC (EIN 222365335) - 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

1994

Legal Domicile

Principal Officer

LINDA WHITNEY

Phone

3152322622

Tax Period

2023-07-01 to 2024-06-30

SOUTH JEFF HSG DEV FUNDCOINC, founded in 1994, is a small nonprofit in the Housing & Shelter sector that reported $598K in total revenue in fiscal year 2023. Expenses of $515K left a modest 14% surplus.

Mission

TO PROVIDE LOW INCOME HOUSING TO ELDERLY AND MOBILITY IMPAIRED.

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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 $0

Program Service Revenue $592,686

Investment Income $2,182

Other Revenue $3,599

TOTAL REVENUE $598,467

Expense Breakdown

Grants Paid $0

Salaries & Benefits $156,443

Fundraising Expenses $0

Program Expenses $312,003

Other Expenses $358,300

TOTAL EXPENSES $514,743

Year-over-Year Comparison

	2023	2022	Change
Revenue	$598,467	$566,667	+0.1%
Expenses	$514,743	$537,285	0.0%
Net Income	$83,724	$29,382	+1.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE MCDOUGAL	VICE PRESIDE	0.10	Officer Director	$0	$0	$0
JOHN WHITNEY	BOARD MEMBER	0.10	Director	$0	$0	$0
LINDA WHITNEY	PRESIDENT	0.25	Officer Director	$0	$0	$0
MEGAN WHITNEY	SECRETARY	0.25	Officer 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	No data	No data	No data	No data
2024	$598,467	$514,743	$2,066,043	$83,724
2023	$566,667	$537,285	$2,030,415	$29,382
2022	$523,458	$523,279	$2,046,670	$179
2021	$509,419	$511,270	$2,086,870	$-1,851
2020	$524,792	$539,052	$2,133,677	$-14,260
2019	$521,791	$502,922	$2,196,690	$18,869

SOUTH JEFF HSG DEV FUNDCOINC