SPF-IIIDIX (EIN 364412796) - 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

2000

Legal Domicile

Principal Officer

STACIE KEMP

Phone

8152846611

Tax Period

2022-07-01 to 2023-06-30

SPF-IIIDIX, founded in 2000, is a small nonprofit in the Human Services sector that reported $104K in total revenue in fiscal year 2022. Expenses of $131K exceeded revenue, resulting in a 25% operating deficit.

Mission

TO PROVIDE LOW INCOME HOUSING TO THE DISABLED.

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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 $0

Program Service Revenue $102,580

Investment Income $100

Other Revenue $1,750

TOTAL REVENUE $104,430

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,409

Fundraising Expenses $0

Program Expenses $89,427

Other Expenses $106,192

TOTAL EXPENSES $130,601

Year-over-Year Comparison

	2022	2021	Change
Revenue	$104,430	$106,340	0.0%
Expenses	$130,601	$109,291	+0.2%
Net Income	$-26,171	$-2,951	+7.9%

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

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

$511,544

Total Directors

$306,645

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK M PHELAN	PRESIDENT/CEO	0.50	Officer Director	$0	$30,975	$306,645
LAWRENCE A PRINDAVILLE	CHAIRPERSON	0.50	Officer Director	$0	$0	$0
GARY GEHLBACH	SECRETARY/TREASURER	0.50	Officer Director	$0	$0	$0
SUSAN SCHROEDER	DIRECTOR	0.50	Director	$0	$0	$0
TERESA A GOOD	VP/CFO	1.00	Officer	$0	$14,119	$204,899

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	No data	No data	No data	No data
2023	$104,430	$130,601	$523,784	$-26,171
2022	$106,340	$109,291	$545,719	$-2,951
2021	$92,570	$105,603	$544,902	$-13,033
2020	$105,062	$106,116	$561,161	$-1,054
2019	$89,424	$125,860	$558,273	$-36,436
2018	$106,420	$113,714	$595,059	$-7,294

SPF-IIIDIX