PIDC-COMMUNITY CAPITAL (EIN 232889102) - 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

1957

Legal Domicile

Principal Officer

JODIE HARRIS

Phone

2154968020

Tax Period

2023-01-01 to 2023-12-31

PIDC-COMMUNITY CAPITAL, founded in 1957, is a community nonprofit in the Community Improvement sector that reported $7.7M in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $5.9M, a strong 77% operating margin.

Mission

PIDC-COMMUNITY CAPITAL IS A COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION.

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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 $3,207,304

Program Service Revenue $2,640,560

Investment Income $1,825,085

Other Revenue $0

TOTAL REVENUE $7,672,949

Expense Breakdown

Grants Paid $267,544

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,774,112

Other Expenses $1,512,313

TOTAL EXPENSES $1,779,857

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,672,949	$11,497,750	-0.3%
Expenses	$1,779,857	$1,736,303	+0.0%
Net Income	$5,893,092	$9,761,447	-0.4%

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

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

$930,589

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SALVATORE J PATTI	CHAIR	1.30	Officer Director	$0	$0	$0
ANDREA R ALLON	VICE CHAIR	0.75	Officer Director	$0	$0	$0
JAY GOLDSTEIN	DIRECTOR	1.30	Director	$0	$0	$0
JUAN LOPEZ	DIRECTOR	1.30	Director	$0	$0	$0
ANNE NEVINS	PRESIDENT (THRU 01/2023)	7.50	Officer	$0	$1,712	$85,388
SAM RHOADS	EXECUTIVE VICE PRESIDENT	7.50	Officer	$0	$57,124	$336,869
TIFFANY CANADY	SVP - CFO	17.00	Officer	$0	$60,854	$298,166
JODIE HARRIS	PRESIDENT (START 06/2023)	7.50	Officer	$0	$22,126	$210,166

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	No data	No data	No data	No data
2023	$7,672,949	$1,779,857	$70,260,615	$5,893,092
2022	$11,497,750	$1,736,303	$73,782,065	$9,761,447
2021	$9,506,766	$4,541,992	$51,592,924	$4,964,774
2020	$12,672,507	$8,097,009	$37,764,394	$4,575,498
2019	$5,026,657	$2,577,863	$30,338,279	$2,448,794
2018	$17,428,300	$9,513,875	$29,652,503	$7,914,425

PIDC-COMMUNITY CAPITAL