NEEDY BASKET OF SOUTHERN MIAMI CO (EIN 311190924) - 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

1946

Legal Domicile

Principal Officer

TOM KLOSTERMAN

Phone

9376676489

Tax Period

2025-01-01 to 2025-12-31

NEEDY BASKET OF SOUTHERN MIAMI CO, founded in 1946, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $272K in total revenue in fiscal year 2025. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $182K, a strong 67% operating margin.

Mission

TO PROVIDE FOOD, CLOTHING AND OTHER ARTICLES TO THOSE IN NEED OF HELP IN SOUTHERN MIAMI COUNTY, OHIO.

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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 (2025)

Revenue Breakdown

Contributions & Grants $270,373

Program Service Revenue $0

Investment Income $1,460

Other Revenue $294

TOTAL REVENUE $272,127

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,059

Program Expenses $88,740

Other Expenses $89,799

TOTAL EXPENSES $89,799

Year-over-Year Comparison

	2025	2024	Change
Revenue	$272,127	$182,289	+0.5%
Expenses	$89,799	$135,591	-0.3%
Net Income	$182,328	$46,698	+2.9%

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
TONY DESANDO	TRUSTEE	10.00	Director	$0	$0	$0
TOM ENDERS	TREASERER	30.00	Officer Director	$0	$0	$0
DENNY HORSTMAN	PANTRY MANAG	40.00	Officer Director	$0	$0	$0
LEAH HORSTMAN	SECRETARY	25.00	Officer Director	$0	$0	$0
TOM KLOSTERMAN	CHAIRMAN	30.00	Officer Director	$0	$0	$0
BETSY KOEHL	TRUSTEE	10.00	Director	$0	$0	$0
MARILYN MCCLURG	TRUSTEE	10.00	Director	$0	$0	$0
DAN MCMULLEN	CO-CHAIRMAN	30.00	Officer Director	$0	$0	$0
JOHN ROWLEY	TRUSTEE	10.00	Director	$0	$0	$0
JAMES SOMMER	TRUSTEE	10.00	Director	$0	$0	$0
GARY ULLERY	TRUSTEE	10.00	Director	$0	$0	$0
RICH WEETHEE	TRUSTEE	10.00	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
2025	$272,127	$89,799	$723,325	$182,328
2024	$182,289	$135,591	$511,064	$46,698
2023	$146,050	$206,817	$427,867	$-60,767
2022	$131,696	$125,599	$445,951	$6,097
2021	$456,697	$449,601	$563,557	$7,096
2020	$481,625	$380,170	$556,461	$101,455
2019	$456,317	$325,994	$201,374	$130,323
2018	$353,457	$364,201	$158,462	$-10,744

NEEDY BASKET OF SOUTHERN MIAMI CO