Southern Sector Health Initiative (EIN 263087442) - 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

2007

Legal Domicile

Principal Officer

Venita Owens

Phone

2148204135

Tax Period

2022-07-01 to 2023-06-30

Southern Sector Health Initiative, founded in 2007, is a community nonprofit in the Health Care sector that reported $6.1M in total revenue in fiscal year 2022.

Mission

Faith based community health and wellness center providing exemplary patient care to people with diabetes by creating a new care model focused on health care, education, and research in South Dallas.

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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 (2022)

Revenue Breakdown

Contributions & Grants $5,839,863

Program Service Revenue $246,120

Investment Income $0

Other Revenue $-12,167

TOTAL REVENUE $6,073,816

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,641,211

Fundraising Expenses $0

Program Expenses $5,165,002

Other Expenses $2,564,370

TOTAL EXPENSES $6,205,581

Year-over-Year Comparison

	2022	2021	Change
Revenue	$6,073,816	$6,169,124	0.0%
Expenses	$6,205,581	$6,241,340	0.0%
Net Income	$-131,765	$-72,216	+0.8%

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

100

Volunteers

105

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

$347,954

Total Directors

$1,849,639

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Scott Peek	Director (thru 1/6/2023)	1.00	Director	$0	$270,483	$1,345,046
Amy Wilson MD	Director	1.00	Director	$0	$42,412	$504,593
David H Cain	Director/Vice Chair	1.00	Officer Director	$0	$0	$0
Ron E Calhoun MD	Director	1.00	Director	$0	$0	$0
Debbie Dennis	Director/Chair	1.00	Officer Director	$0	$0	$0
Robert Estrada	Director	1.00	Director	$0	$0	$0
Lelious Johnson	Director	1.00	Director	$0	$0	$0
Sharon King	Director/Secretary	1.00	Officer Director	$0	$0	$0
Yolanda Lawson MD	Director	1.00	Director	$0	$0	$0
Cheletta Watkins	Director	1.00	Director	$0	$0	$0
Tiffinni A Young	Director/Treasurer	1.00	Officer Director	$0	$0	$0
Venita Owens	President	40.00	Officer	$309,133	$38,821	$347,954
Heather Kitzman Carmichael	Director Clinical Research	40.00	Highest	$156,736	$25,098	$181,834
Andrea Harris	Director Operations	40.00	Highest	$145,857	$7,402	$153,259

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$6,073,816	$6,205,581	$3,586,105	$-131,765
2022	$6,169,124	$6,241,340	$4,129,235	$-72,216
2021	$5,838,303	$5,684,924	$2,976,114	$153,379
2020	$5,945,499	$6,654,766	$2,587,970	$-709,267
2019	$6,107,340	$5,933,003	$2,700,129	$174,337
2018	$5,764,078	$6,302,778	$2,674,687	$-538,700

Southern Sector Health Initiative