WRAPAROUND SHELBY (EIN 463909123) - 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

2013

Legal Domicile

Principal Officer

Dorothy Jones

Phone

9012939634

Tax Period

2025-01-01 to 2025-12-31

WRAPAROUND SHELBY, founded in 2013, is a small nonprofit that reported $138K in total revenue in fiscal year 2025. Revenue fell 26% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $22K, a strong 16% operating margin.

Mission

To provide human service organizations with a user friendly and affordable client case management platform that allows them to harness data for improved client outcomes. At the hear of this mission is the commitment to the success of the individuals and families served by the agencies that use CoactionNet.

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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 (2025)

Revenue Breakdown

Contributions & Grants $80,000

Program Service Revenue $57,904

Investment Income $0

Other Revenue $0

TOTAL REVENUE $137,904

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $104,190

Other Expenses $116,150

TOTAL EXPENSES $116,150

Year-over-Year Comparison

	2025	2024	Change
Revenue	$137,904	$185,693	-0.3%
Expenses	$116,150	$168,342	-0.3%
Net Income	$21,754	$17,351	+0.3%

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
Dorothy D Jones	Chairman	40.00	Officer Director	$0	$0	$0
Dora Ivey	Treasurer	1.00	Officer Director	$0	$0	$0
Cleo Griffin	Secretary	0.50	Officer Director	$0	$0	$0
Michael Hooks Jr	Board Member	0.05	Director	$0	$0	$0
Marquiepta Odom	Board Member	0.05	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	$137,904	$116,150	$63,092	$21,754
2024	$185,693	$168,342	$41,338	$17,351
2023	$202,982	$209,823	$23,987	$-6,841
2023	$202,982	$209,823	$23,987	$-6,841
2022	$150,789	$192,786	$30,828	$-41,997
2021	$306,768	$256,858	$72,825	$49,910
2020	$306,610	$320,706	$22,915	$-14,096

WRAPAROUND SHELBY