VESTEDIN (EIN 232855262) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

JAMES BURNETT

Phone

2154520100

Tax Period

2024-07-01 to 2025-06-30

VESTEDIN, founded in 1996, is a community nonprofit in the Housing & Shelter sector that reported $1.3M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $2.1M exceeded revenue, resulting in a 69% operating deficit.

Mission

VESTEDINS MISSION IS TO FACILITATE ECONOMIC EMPOWERMENT TO SMALL BUSINESSES & THE COMMUNITY AND INCREASED EMPLOYMENT OPPORTUNITIES IN THE PHILADELPHIA AREA.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,012,034

Program Service Revenue $236,095

Investment Income $3,392

Other Revenue $10,832

TOTAL REVENUE $1,262,353

Expense Breakdown

Grants Paid $0

Salaries & Benefits $863,934

Fundraising Expenses $23,873

Program Expenses $1,795,957

Other Expenses $1,263,224

TOTAL EXPENSES $2,127,158

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,262,353	$1,428,855	-0.1%
Expenses	$2,127,158	$2,619,074	-0.2%
Net Income	$-864,805	$-1,190,219	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

195

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

$166,982

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES R BURNETT	EXECUTIVE DIRECTOR	40.00	Officer	$128,728	$38,254	$166,982
ISMAIL SHAHID	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ROBYN CHIN	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
NAJA MUHAMMAD	TREASURER	1.00	Officer Director	$0	$0	$0
MALCOLM YATES	SECRETARY	1.00	Officer Director	$0	$0	$0
KIMBERLY REED	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDRE ANDREWS	BOARD MEMBER	1.00	Director	$0	$0	$0
VANESSA WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
DARRYL RIDGEWAY	BOARD MEMBER	1.00	Director	$0	$0	$0
ALAN WILSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CIERRAH WEST-WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
JACQUELINE LOPEZ	BOARD MEMBER	1.00	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	$1,262,353	$2,127,158	$6,132,490	$-864,805
2024	$1,428,855	$2,619,074	$6,877,654	$-1,190,219
2023	$1,888,461	$2,031,552	$8,094,075	$-143,091
2022	$1,842,886	$1,579,248	$7,760,084	$263,638
2021	$3,282,624	$1,760,819	$7,822,059	$1,521,805
2019	$611,337	$763,999	$6,318,974	$-152,662
2018	$199,854	$856,469	$6,522,645	$-656,615

VESTEDIN