SUTHBREIT PROPERTIES LTD (EIN 232214351) - 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

1981

Legal Domicile

Principal Officer

DIXIEANNE P JAMES

Phone

2155038958

Tax Period

2024-07-01 to 2025-06-30

SUTHBREIT PROPERTIES LTD, founded in 1981, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $569K, a strong 32% operating margin.

Mission

TO HOLD TITLE TO REAL PROPERTY FOR THE CHARITABLE PURPOSES OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH AFFILIATES.

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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 $1,670,342

Investment Income $0

Other Revenue $92,855

TOTAL REVENUE $1,763,197

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $226

Program Expenses $1,177,178

Other Expenses $1,193,801

TOTAL EXPENSES $1,193,801

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,763,197	$1,374,230	+0.3%
Expenses	$1,193,801	$1,234,661	0.0%
Net Income	$569,396	$139,569	+3.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIXIEANNE P JAMES	CHAIR & PRESIDENT - TRUSTEE	55.0	Officer Director	$0	$0	$0
MARY BETH EDGER	VICE PRESIDENT - TRUSTEE	55.0	Officer Director	$0	$0	$0
JOSEPH ANTON RN MSN	TRUSTEE	55.0	Director	$0	$0	$0
CHRISTOPHER CULLOM	TRUSTEE	55.0	Director	$0	$0	$0
ANDREW NATHANS	SEC/TREAS - TRUSTEE(TERM 1/25)	55.0	Officer Director	$0	$0	$0
KRISTIN BARRETT ESQ	SECRETARY (EFF 1/25)	55.0	Officer	$0	$0	$0
WALTER WYATT	TREASURER (EFF 1/25)	55.0	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
2025	$1,763,197	$1,193,801	$6,054,805	$569,396
2024	No data	No data	No data	No data
2023	$1,764,597	$1,205,653	$5,632,312	$558,944
2022	$1,693,163	$1,199,463	$5,993,339	$493,700
2021	$1,678,625	$1,184,680	$6,440,180	$493,945
2020	$1,750,600	$1,392,659	$6,910,673	$357,941
2019	$1,817,008	$1,352,315	$7,764,098	$464,693
2018	$1,758,740	$1,360,714	$8,354,251	$398,026

SUTHBREIT PROPERTIES LTD