SOUTHPOINTE CEO ASSOCIATION (EIN 251809414) - 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

1998

Legal Domicile

Principal Officer

DAVID MARINER

Phone

7242253010

Tax Period

2017-07-01 to 2018-06-30

SOUTHPOINTE CEO ASSOCIATION, founded in 1998, is a micro nonprofit that reported $50K in total revenue in fiscal year 2017. Revenue decreased 15% compared to the prior year. Expenses of $83K exceeded revenue, resulting in a 66% operating deficit.

Mission

PURPOSE OF THE ASSOCIATION IS 1. TO PROMOTE AND FURTHER DEVELOPMENT OF SOUTHPOINTE THROUGH RETENTION AND ATTRACTION OF NEW INDUSTRY AND 2. PROMOTE THE COMMON INTEREST OF THE MEMBERS THROUGH 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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $48,299

Investment Income $19

Other Revenue $1,420

TOTAL REVENUE $49,738

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $82,371

Other Expenses $82,618

TOTAL EXPENSES $82,618

Year-over-Year Comparison

	2017	2016	Change
Revenue	$49,738	$58,857	-0.2%
Expenses	$82,618	$82,926	0.0%
Net Income	$-32,880	$-24,069	+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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK O'BRIEN	TREASURER	N/A	Director	$0	$0	$0
MATTHEW THIEL	SECRETARY	N/A	Director	$0	$0	$0
ROGER CARRIER	DIRECTOR	N/A	Director	$0	$0	$0
DENNIS ALLISON	DIRECTOR	N/A	Director	$0	$0	$0
RON SMITH	DIRECTOR	N/A	Director	$0	$0	$0
MARCIA DEPAULA	DIRECTOR	N/A	Director	$0	$0	$0
PATTI DITTMAN	DIRECTOR	N/A	Director	$0	$0	$0
SARAH BARCZYK	DIRECTOR	N/A	Director	$0	$0	$0
NICHOLAS BERESH	DIRECTOR	N/A	Director	$0	$0	$0
JAMES H MCCUNE	DIRECTOR	N/A	Director	$0	$0	$0
BETTY HARRIS RAINIER	DIRECTOR	N/A	Director	$0	$0	$0
DAVID MARINER	CHAIRMAN	N/A	Officer	$0	$0	$0
MARTIN BEICHNER	VICE CHAIRMA	N/A	Officer	$0	$0	$0
PHIL BINOTTO	IMMEDIATE PA	N/A	Officer	$0	$0	$0
TYSON SWIGART	DIRECTOR	N/A	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
2018	$49,738	$82,618	No data	$-32,880

SOUTHPOINTE CEO ASSOCIATION