SOUTH CONGRESS IMPROVEMENT ASSOC (EIN 471972515) - 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

2014

Legal Domicile

Principal Officer

SUSAN HELGREN

Phone

5124450676

Tax Period

2024-01-01 to 2024-12-31

SOUTH CONGRESS IMPROVEMENT ASSOC, founded in 2014, is a small nonprofit in the Community Improvement sector that reported $264K in total revenue in fiscal year 2024. Expenses of $315K exceeded revenue, resulting in a 19% operating deficit.

Mission

1. PROMOTE ECONOMIC GROWTH AND DIVERSIFICATION VIA ADVERTISING, BUSINESS RECRUITMENT, MARKETING, AND PUBLIC RELATIONS. 2. PROVIDE FOR PUBLIC SAFETY AND SECURITY BY CONTRACTING WITH SECURITY PERSONNEL. 3. PROTECT THE PUBLIC HEALTH AND PROMOTE SANITATION BY PROVIDING WASTE MANAGEMENT. 4. ORGANIZE RECREATIONAL ACTIVITIES AND CULTURAL ENHANCEMENTS. 5. MAINTAIN SCENIC PARK AREAS. 6. PROVIDE DISTINCTIVE LIGHTING, SIGNS, AND PUBLIC ART. 7. ENHANCE PEDESTRIAN AND VEHICULAR MOBILITY VIA DEVELOPMENT AND MAINTENANCE OF ROAD AND SIDEWALK IMPROVEMENTS.

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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 $263,862

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $263,862

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $314,598

TOTAL EXPENSES $314,598

Year-over-Year Comparison

	2024	2023	Change
Revenue	$263,862	$255,570	+0.0%
Expenses	$314,598	$314,878	0.0%
Net Income	$-50,736	$-59,308	-0.1%

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

$40,048

Total Directors

$40,048

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW PARKERSON	EXECUTIVE DI	25.00	Officer Director	$40,048	$0	$40,048
TERRI HANNIFAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
BLAIR HELGREN	SECRETARY	1.00	Officer Director	$0	$0	$0
SUSAN HELGREN	TREASURER	1.00	Officer Director	$0	$0	$0
BRANDON HODGE	VICE-PRESIDE	1.00	Officer Director	$0	$0	$0
STEVE WERTHEIMER	BOARD MEMBER	1.00	Director	$0	$0	$0
BRAYDEN STERRETT	MANAGER	1.00	Officer	$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
2024	$263,862	$314,598	$124,136	$-50,736
2023	$255,570	$314,878	$176,112	$-59,308
2022	$298,764	$342,560	$235,420	$-43,796
2021	$207,154	$272,862	$279,216	$-65,708
2020	$370,381	$196,545	$344,924	$173,836

SOUTH CONGRESS IMPROVEMENT ASSOC