East Phillips Improvement Coalition (EIN 320036350) - 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

2007

Legal Domicile

Principal Officer

Kelly Morgan

Phone

6123546802

Tax Period

2024-01-01 to 2024-12-31

East Phillips Improvement Coalition, founded in 2007, is a small nonprofit in the Community Improvement sector that reported $148K in total revenue in fiscal year 2024. Revenue surged 96% from the prior year, signaling strong growth momentum.

Mission

EPIC SHALL PROMOTE THE SOCIAL HEALTH OF THE COMMUNITY BY INVOLVING CITIZENS IN ITS ACTIVITIES AND SHALL REACH OUT TO ALL SEGMENTS OF THE COMMUNITY INCLUDING IN ITS ACTIVITIES AND SHALL REACH OUT TO ALL SEGMENTS OF THE COMMUNITY INCLUDING TRADITIONALLY UNDER-REPRESENTED GROUPS. EPIC WILL PROMOTE THE ECONOMIC HEALTH OF TRADITIONALLY UNDER-REPRESENTED GROUPS. EPIC WILL ENGAGE GOVERNMENTAL BODIES

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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 $147,238

Program Service Revenue $927

Investment Income $57

Other Revenue $0

TOTAL REVENUE $148,222

Expense Breakdown

Grants Paid $700

Salaries & Benefits $65,231

Fundraising Expenses $3,227

Program Expenses $116,458

Other Expenses $88,771

TOTAL EXPENSES $154,702

Year-over-Year Comparison

	2024	2023	Change
Revenue	$148,222	$75,709	+1.0%
Expenses	$154,702	$180,256	-0.1%
Net Income	$-6,480	$-104,547	-0.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Nikolas Winter-Simat	Board President	2.00	Officer Director	$0	$0	$0
Virginia Sanchez	Vice President	1.00	Officer Director	$0	$0	$0
Mair Allen	secretary	1.50	Officer Director	$0	$0	$0
David Ingold	Board member	4.00	Director	$0	$0	$0
Kelly Morgan	Treasurer	1.50	Officer Director	$0	$0	$0
Mary Gonsior	Board member	1.00	Director	$0	$0	$0
Steve Sandberg	Board member	1.50	Director	$0	$0	$0
Nataly Sanchez	Board member	1.00	Director	$0	$0	$0
Spencer Polk	Board member	1.00	Director	$0	$0	$0
Karen Townswend	Board member	1.00		$0	$0	$0
Schuyler Sellars	Board member	1.50	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	No data	No data	No data	No data
2024	$148,222	$154,702	$36,750	$-6,480
2023	$75,709	$180,256	$43,541	$-104,547
2022	$376,027	$261,752	$146,490	$114,275

East Phillips Improvement Coalition