IMPACT SEVEN INC (EIN 391141037) - 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

1971

Legal Domicile

Principal Officer

BRETT GERBER

Phone

7154341717

Tax Period

2023-01-01 to 2023-12-31

IMPACT SEVEN INC, founded in 1971, is a mid-sized nonprofit in the Community Improvement sector that reported $22.9M in total revenue in fiscal year 2023. The organization ran a surplus of $11.1M, a strong 49% operating margin.

Mission

BUILDING CAPACITY FOR COMMUNITIES BY PROVIDING SERVICES AND DEVELOPMENT IN BUSINESS, HOUSING AND PROPERTY MANAGEMENT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $10,000,000

Program Service Revenue $11,931,979

Investment Income $940,113

Other Revenue $200

TOTAL REVENUE $22,872,292

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,493,304

Fundraising Expenses $0

Program Expenses $9,334,876

Other Expenses $7,270,614

TOTAL EXPENSES $11,763,918

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,872,292	$21,975,718	+0.0%
Expenses	$11,763,918	$10,452,205	+0.1%
Net Income	$11,108,374	$11,523,513	0.0%

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

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

$648,255

Total Directors

$648,255

Key Employees

$302,187

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRETT GERBER	PRESIDENT/CEO	40.00	Officer Director	$509,396	$138,859	$648,255
MICHAEL BEBEAU	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MARY PATOKA	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
MARY HUBLER	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID DANIELSON	DIRECTOR	1.00	Director	$0	$0	$0
EARLE EDWARDS	TREASURER	1.00	Officer Director	$0	$0	$0
IVAN GAMBOA	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP LINDEMAN	DIRECTOR	1.00	Director	$0	$0	$0
JAY MACK	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN SHIPLEY	DIRECTOR	1.00	Director	$0	$0	$0
RUSSELL SWAGGER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN WILL	DIRECTOR	1.00	Director	$0	$0	$0
DIANE SCHOBERT	DIRECTOR	1.00	Director	$0	$0	$0
DEREK TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
TOM PATZMAN	VP BUSINESS DEVELOPMENT	20.00	Key Emp	$264,017	$38,170	$302,187
KAREN FISCHER	VP PROPERTY MANAGEMENT	20.00	Highest	$123,878	$15,997	$139,875
TERRA PAWLIUK-MCGIFFIN	VP OF ACCOUNTING	20.00	Highest	$116,271	$38,244	$154,515
CAROLINE LOYAS	DIRECTOR OF RESOURCE DEVELOPMENT	40.00	Highest	$113,408	$30,189	$143,597
TAD GIYAN	DIRECTOR OF BUSINESS DEVELOPMENT	40.00	Highest	$115,478	$19,289	$134,767
CAROL KEEN	VICE PRESIDENT OF RE DEVELOPMENT	10.00	Highest	$137,487	$17,108	$154,595

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
2024	No data	No data	No data	No data
2023	$22,872,292	$11,763,918	$171,598,284	$11,108,374
2022	$21,975,718	$10,452,205	$164,773,498	$11,523,513
2021	$17,926,158	$7,782,396	$149,638,063	$10,143,762
2020	$9,875,923	$9,327,334	$125,304,254	$548,589
2019	$15,013,958	$11,426,835	$133,510,606	$3,587,123
2018	$13,249,001	$11,829,799	$130,748,853	$1,419,202

IMPACT SEVEN INC