SOCIAL DEVELOPMENT FOUNDATION INC

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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

2003

Legal Domicile

Principal Officer

ALICIA SMITH-MCCANTS

Phone

4149062700

Tax Period

2022-01-01 to 2022-12-31

SOCIAL DEVELOPMENT FOUNDATION INC, founded in 2003, is a small nonprofit in the Human Services sector that reported $436K in total revenue in fiscal year 2022. Expenses of $414K left a modest 5% surplus.

Mission

STRENGTHEN MILWAUKEE COUNTY THROUGH OPPORTUNITIES FOR LOW-INCOME INDIVIDUALS TO ACHIEVE ECONOMIC STABILITY AND A POSITIVE QUALITY OF LIFE.

Program Service Accomplishments

Program 1

Expenses: $265,000

ASSET BUILDING - PROVIDED FREE TAX PREPARATION SERVICES TO RESIDENTS FILING FEDERAL AND STATE TAX RETURNS, GENERATING TAX REFUNDS AND TAX CREDITS WHILE SAVING TAX PREPARATION FEES. THE PROGRAM ALSO CONDUCTED FINANCIAL LITERACY WORKSHOPS WHERE CLIENTS PARTICIPATED AND OPENED BANK ACCOUNTS.

Program 2

Expenses: $68,500

POVERTY SUMMIT PROVIDING INFORMATION FOR PEOPLE TO STAY INFORMED ON EVERYTHING AFFECTING POOR PEOPLE.

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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 $531,206

Program Service Revenue $0

Investment Income $-32,264

Other Revenue $-62,885

TOTAL REVENUE $436,057

Expense Breakdown

Grants Paid $351,000

Salaries & Benefits $26,258

Fundraising Expenses $0

Program Expenses $409,177

Other Expenses $36,667

TOTAL EXPENSES $413,925

Year-over-Year Comparison

	2022	2021	Change
Revenue	$436,057	$426,750	+0.0%
Expenses	$413,925	$386,036	+0.1%
Net Income	$22,132	$40,714	-0.5%

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

170

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
ALICIA SMITH MCCANTS	PRESIDENT	1.00	Officer Director	$0	$0	$0
LISA GOODMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PHYLLIS CLARK	TREASURER	1.00	Officer Director	$0	$0	$0
STANTHIA GRIER	SECRETARY	1.00	Officer Director	$0	$0	$0
AL SMITH	DIRECTOR	1.00	Director	$0	$0	$0
STANLEY BRISTER	DIRECTOR	1.00	Director	$0	$0	$0
ERICA BEAN	DIRECTOR	1.00	Director	$0	$0	$0
SARAH BLACKWELL	DIRECTOR	1.00	Director	$0	$0	$0
VINCENT BOBOT	DIRECTOR	1.00	Director	$0	$0	$0
DR SHANDOWLYON HENDRICKS-WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
GWENDOLYN JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MCKINLEY	DIRECTOR	1.00	Director	$0	$0	$0
BRIDGET WHITAKER	DIRECTOR	1.00	Director	$0	$0	$0
AISHA BARKOW	DIRECTOR	1.00	Director	$0	$0	$0
NAKEISHA ADAM	DIRECTOR	1.00	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
2022	$436,057	$413,925	$731,275	$22,132
2021	$426,750	$386,036	$579,677	$40,714
2020	$303,997	$269,839	$391,357	$34,158
2019	$434,490	$397,405	$360,824	$37,085
2018	$283,867	$272,574	$200,343	$11,293