SOUTH BURLINGTON COMMUNITY HSG (EIN 311674463) - 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

1999

Legal Domicile

Principal Officer

KIM FITZGERALD

Phone

8026510886

Tax Period

2024-10-01 to 2025-09-30

SOUTH BURLINGTON COMMUNITY HSG, founded in 1999, is a small nonprofit in the Housing & Shelter sector that reported $206K in total revenue in fiscal year 2024. Net assets of $549K represent 32 months of operating reserves.

Mission

OPERATION OF A 10 UNIT HOUSING PROJECT FOR LOW INCOME TENANTS UNDER AGE 62 WITH MOBILITY IMPAIRMENTS

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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 (2024)

Revenue Breakdown

Contributions & Grants $158,722

Program Service Revenue $44,700

Investment Income $2,313

Other Revenue $0

TOTAL REVENUE $205,735

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $219,238

Other Expenses $219,238

TOTAL EXPENSES $219,238

Year-over-Year Comparison

	2024	2023	Change
Revenue	$205,735	$209,708	0.0%
Expenses	$219,238	$219,384	0.0%
Net Income	$-13,503	$-9,676	+0.4%

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

$164,100

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM SAMPSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
SUSAN STOCK	MEMBER	1.00	Director	$0	$0	$0
PEG MAFFITT	SECRETARY	1.00	Officer Director	$0	$0	$0
CARROLL OCKERT	MEMBER	1.00	Director	$0	$0	$0
AARON FERENC	TREASURER	1.00	Officer Director	$0	$0	$0
CHOL DHOOR	MEMBER	1.00	Director	$0	$0	$0
GRETA GETLEIN	MEMBER	1.00	Director	$0	$0	$0
NANCY SNYDER	MEMBER	1.00	Director	$0	$0	$0
STEPHEN LEFFLER	MEMBER	1.00	Director	$0	$0	$0
MARK LEVINE	MEMBER	1.00	Director	$0	$0	$0
SARAH MUYSKENS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PATRICIA POMERLEAU	MEMBER	1.00	Director	$0	$0	$0
SUSAN MCMILLAN	MEMBER	1.00	Director	$0	$0	$0
LACEY SMITH	MEMBER	1.00	Director	$0	$0	$0
KIM FITZGERALD	CEO	1.00	Officer	$0	$0	$164,100

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	$205,735	$219,238	$583,315	$-13,503
2024	$209,708	$219,384	$592,320	$-9,676
2023	$150,483	$205,786	$617,065	$-55,303
2022	$159,658	$183,846	$643,164	$-24,188
2021	$167,053	$179,884	$663,085	$-12,831
2020	$161,765	$171,770	$674,881	$-10,005
2019	$163,759	$186,311	$683,883	$-22,552
2018	$155,048	$159,310	$704,973	$-4,262

SOUTH BURLINGTON COMMUNITY HSG