SOUTH JERSEY INVESTORS INC (EIN 222806002) - 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

1987

Legal Domicile

Principal Officer

MARK VANDZURA

Phone

8566631133

Tax Period

2024-01-01 to 2024-12-31

SOUTH JERSEY INVESTORS INC, founded in 1987, is a small nonprofit that reported $259K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Net assets of $522K represent 24 months of operating reserves.

Mission

TO PROVIDE REAL ESTATE 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 $128,074

Program Service Revenue $107,919

Investment Income $23,461

Other Revenue $0

TOTAL REVENUE $259,454

Expense Breakdown

Grants Paid $0

Salaries & Benefits $78,035

Fundraising Expenses $0

Other Expenses $183,028

TOTAL EXPENSES $261,063

Year-over-Year Comparison

	2024	2023	Change
Revenue	$259,454	$287,691	-0.1%
Expenses	$261,063	$244,488	+0.1%
Net Income	$-1,609	$43,203	-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

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
TOM DAGNEY	EXECUTIVE DIRECTOR	10.00	Director	$0	$0	$0
GEORGE RUSSO	MEMBER	10.00	Director	$0	$0	$0
MICHAEL BONADIES	MEMBER	10.00	Director	$0	$0	$0
MICHAEL J LERMAN	MEMBER	10.00	Director	$0	$0	$0
RHONDA LAKE	MEMBER	10.00	Director	$0	$0	$0
ROCCO ESPOSITO	MEMBER	10.00	Director	$0	$0	$0
JOSEPH MARTELLA	MEMBER	10.00	Director	$0	$0	$0
MARCUS WILLIAMS	MEMBER	10.00	Director	$0	$0	$0
MARK VANDZURA	PRESIDENT	10.00	Officer	$0	$0	$0
CARMEN SARLO	VICE PRESIDENT	10.00	Officer	$0	$0	$0
DONNA TOPHAM	TREASURER	10.00	Officer	$0	$0	$0
RON ODOM	SECRETARY	10.00	Officer	$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
2024	$259,454	$261,063	$522,333	$-1,609
2023	$287,691	$244,488	$524,166	$43,203
2022	$221,016	$182,678	$482,640	$38,338
2021	$175,815	$136,095	$443,170	$39,720
2020	$202,555	$152,162	$402,813	$50,393
2019	$351,390	$263,965	$363,076	$87,425
2018	$270,138	$231,916	$267,964	$38,222

SOUTH JERSEY INVESTORS INC