SOUTHERN BERKSHIRE ELDERLY TRANSPORTATION CORPORATION (EIN 222486265) - 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

1983

Legal Domicile

Principal Officer

Amy Rutstein

Tax Period

2020-07-01 to 2021-06-30

SOUTHERN BERKSHIRE ELDERLY TRANSPORTATION CORPORATION, founded in 1983, is a small nonprofit that reported $180K in total revenue in fiscal year 2020. Revenue decreased 17% compared to the prior year. Expenses of $207K exceeded revenue, resulting in a 15% operating deficit.

Mission

To provide transportation to those in the consortium who are 55 and older or have a disability of any age who are unable to transport themselves for nay of their personal needs. Our vans are wheelchair equipped.

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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 (2020)

Revenue Breakdown

Contributions & Grants $177,248

Program Service Revenue $2,274

Investment Income $0

Other Revenue $0

TOTAL REVENUE $179,522

Expense Breakdown

Grants Paid $0

Salaries & Benefits $62,660

Fundraising Expenses $0

Program Expenses $207,276

Other Expenses $144,616

TOTAL EXPENSES $207,276

Year-over-Year Comparison

	2020	2019	Change
Revenue	$179,522	$215,921	-0.2%
Expenses	$207,276	$223,402	-0.1%
Net Income	$-27,754	$-7,481	+2.7%

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

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
Grace Zbell	Chair	2.00	Officer	$0	$0	$0
Hilda Banks-Shapiro	Vice-Chair	2.00	Officer	$0	$0	$0
Amy Rutstein	Secretary	2.00	Officer	$0	$0	$0
Rosemary Smith	Boardmember	2.00	Officer	$0	$0	$0
Dawn Valinaggi	director	50.00	Highest	$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
2021	$179,522	$207,276	No data	$-27,754
2020	$215,921	$223,402	$84,732	$-7,481

SOUTHERN BERKSHIRE ELDERLY TRANSPORTATION CORPORATION