SOUTH FULTON INSTITUTE INC (EIN 300249703) - 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

2004

Legal Domicile

Principal Officer

Jennifer Bauer-Lyons

Phone

7704631110

Tax Period

2023-01-01 to 2023-12-31

SOUTH FULTON INSTITUTE INC, founded in 2004, is a small nonprofit that reported $144K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $480K exceeded revenue, resulting in a 233% operating deficit.

Mission

The South Fulton Institute is a regional catalyst for the advancement of the arts, culture & environment that enriches lives and communities.

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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 $138,420

Program Service Revenue $6,261

Investment Income $-874

Other Revenue $0

TOTAL REVENUE $143,807

Expense Breakdown

Grants Paid $0

Salaries & Benefits $295,509

Fundraising Expenses $36,781

Program Expenses $389,756

Other Expenses $184,035

TOTAL EXPENSES $479,544

Year-over-Year Comparison

	2023	2022	Change
Revenue	$143,807	$124,318	+0.2%
Expenses	$479,544	$481,027	0.0%
Net Income	$-335,737	$-356,709	-0.1%

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

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

$100,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER BAUER-LYONS	Executive Dir.	40.00	Officer	$100,000	$0	$100,000
DEBORAH GRIFFIN	Chairman	10.00	Officer Director	$0	$0	$0
LEE WILDER	Treasurer	5.00	Officer Director	$0	$0	$0
RON SUMPTER	Director	1.00	Director	$0	$0	$0
REGINALD WARD	Director	1.00	Director	$0	$0	$0
ANGIE WALTON	Director	1.00	Director	$0	$0	$0
MARIO CLARK	Director	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
2024	No data	No data	No data	No data
2023	$143,807	$479,544	$1,188,579	$-335,737
2022	$124,318	$481,027	$1,439,035	$-356,709
2021	$891,815	$1,013,328	$1,909,108	$-121,513
2020	$1,950,043	$1,726,002	$2,053,578	$224,041
2019	$2,649,050	$2,893,040	$2,043,164	$-243,990
2018	$3,596,352	$2,995,816	$2,018,323	$600,536

SOUTH FULTON INSTITUTE INC