SOUTHBANK PARTNERS INC (EIN 311495560) - 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

1997

Legal Domicile

Principal Officer

WILL WEBER

Phone

8596557700

Tax Period

2022-07-01 to 2023-06-30

SOUTHBANK PARTNERS INC, founded in 1997, is a small nonprofit in the Community Improvement sector that reported $389K in total revenue in fiscal year 2022. Revenue surged 55% from the prior year, signaling strong growth momentum. Expenses of $373K left a modest 4% surplus.

Mission

TO ASSIST NORTHERN KENTUCKY'S RIVER CITIES IN CREATING THEIR VISION FOR A VIBRANT RIVERFRONT COMMUNITY AND HELPING THEM TO BRING VISION TO REALITY BY PROMOTING AND COORDINATING ECONOMIC DEVELOPMENT, FACILITATING TEAMWORK AND COLLABORATION, AND PROVIDING A UNIFIED VOICE TO REPRESENT THE COMMON NEEDS AND INTEREST OF OUR CITIES.

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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 $245,700

Program Service Revenue $36,715

Investment Income $9,653

Other Revenue $96,860

TOTAL REVENUE $388,928

Expense Breakdown

Grants Paid $0

Salaries & Benefits $159,625

Fundraising Expenses $0

Program Expenses $112,874

Other Expenses $213,309

TOTAL EXPENSES $372,934

Year-over-Year Comparison

	2022	2021	Change
Revenue	$388,928	$250,849	+0.6%
Expenses	$372,934	$300,844	+0.2%
Net Income	$15,994	$-49,995	-1.3%

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
RAYMOND BEIL	CHAIRMAN OF THE BOARD	5.00	Officer Director	$0	$0	$0
JAY BUCHERT	SECRETARY OF THE BOARD	1.00	Officer Director	$0	$0	$0
ROGER PETERMAN	TREASURER OF THE BOARD	1.00	Officer Director	$0	$0	$0
MICHAEL CHILELLI	BOARD MEMBER	1.00	Director	$0	$0	$0
JACK MORELAND - NON-VOTING MEMBER	PRESIDENT	40.00	Officer Director	$0	$0	$0
TOM GUIDUGLI	BOARD MEMBER	1.00	Director	$0	$0	$0
DONNA SALYERS	BOARD MEMBER	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
2023	$388,928	$372,934	$998,694	$15,994
2022	$235,139	$331,263	$956,928	$-96,124
2022	$250,849	$300,844	$980,974	$-49,995
2021	$216,320	$262,063	$1,032,673	$-45,743
2020	$335,084	$274,682	$1,102,871	$60,402
2019	$1,259,063	$309,140	$1,016,976	$949,923

SOUTHBANK PARTNERS INC