PORTFOLIO RESIDENT SERVICES INC (EIN 264664616) - 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

2009

Legal Domicile

Principal Officer

JOT COUCH JR

Phone

7135266634

Tax Period

2023-01-01 to 2023-12-31

PORTFOLIO RESIDENT SERVICES INC, founded in 2009, is a community nonprofit in the Human Services sector that reported $7.5M in total revenue in fiscal year 2023.

Mission

PROGRAMS DESIGNED TO RAISE THEIR CULTURAL AND FAMILY STANDARDS.

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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 $149,874

Program Service Revenue $7,263,470

Investment Income $80,134

Other Revenue $0

TOTAL REVENUE $7,493,478

Expense Breakdown

Grants Paid $14,079

Salaries & Benefits $6,105,124

Fundraising Expenses $0

Program Expenses $5,539,163

Other Expenses $1,505,949

TOTAL EXPENSES $7,625,152

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,493,478	$6,964,845	+0.1%
Expenses	$7,625,152	$7,694,657	0.0%
Net Income	$-131,674	$-729,812	-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

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
GLORIA SANDERSON	PRESDIENT	0.00	Officer Director	$0	$0	$0
DEAN O'KELLEY	V. PRES.	0.00	Officer Director	$0	$0	$0
STACEY JACKSON	BOARD MEMBER	0.00	Director	$0	$0	$0
RUSS MICHAELS	SEC/TREASURER	0.00	Officer Director	$0	$0	$0
MARIE COMPTON	BOARD MEMBER	0.00	Director	$0	$0	$0
CASEY CARSON	BOARD MEMBER	0.00	Director	$0	$0	$0
LADEBB HARRIS	BOARD MEMBER	0.00	Director	$0	$0	$0
MELINDA FRAZER	KEY EMPLOYEE	40.00	Highest	$135,236	$0	$135,236
LISA HESS	KEY EMPLOYEE	40.00	Highest	$144,609	$0	$144,609
ELEANOR FANNING	KEY EMPLOYEE	40.00	Highest	$113,025	$0	$113,025

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	$7,493,478	$7,625,152	$2,874,217	$-131,674
2022	$6,964,845	$7,694,657	$2,992,950	$-729,812
2021	$1,159,244	$1,485,307	$3,793,471	$-326,063
2020	$6,273,717	$6,182,438	$3,775,157	$91,279

PORTFOLIO RESIDENT SERVICES INC