SAN MAR HOLDINGS INC (EIN 522300555) - 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

2001

Legal Domicile

Principal Officer

KEITH FANJOY

Phone

3017339067

Tax Period

2023-07-01 to 2024-06-30

SAN MAR HOLDINGS INC, founded in 2001, is a micro nonprofit that reported $11K in total revenue in fiscal year 2023.

Mission

TO HOLD TITLE TO REAL ESTATE FOR THE BENEFIT OF SAN MAR, INC AND ITS DESIGNEES AND TO PAY ALL NET REVENUES TO SAN MAR, INC. AND ITS DESIGNEES.

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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 $0

Program Service Revenue $0

Investment Income $-10,521

Other Revenue $0

TOTAL REVENUE $-10,521

Expense Breakdown

Grants Paid $959,044

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $959,044

Other Expenses $59,867

TOTAL EXPENSES $1,018,911

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-10,521	N/A	N/A
Expenses	$1,018,911	$60,839	+15.7%
Net Income	$-1,029,432	$-60,839	+15.9%

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

$128,475

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEITH FANJOY	CEO	N/A	Officer	$0	$20,297	$128,475
MARK HALSEY	PRESIDENT	0.50	Officer Director	$0	$0	$0
JAMIE ISEMINGER	TREASURER	0.50	Officer Director	$0	$0	$0
WILLIAM PIATT YOUNG JR	ACT SECRETAR	0.50	Officer Director	$0	$0	$0
SILA ALEGRET-BARTEL	DIRECTOR	0.25	Director	$0	$0	$0
CHARLES BURNETT	DIRECTOR	0.25	Director	$0	$0	$0
ANGELA FORD	DIRECTOR	0.25	Director	$0	$0	$0
TIMOTHY HOTT	DIRECTOR	0.25	Director	$0	$0	$0
KALYANI LOGANATHAN	DIRECTOR	0.25	Officer Director	$0	$0	$0
HELEN MENCY	DIRECTOR	0.25	Director	$0	$0	$0
HARRY REYNOLDS	DIRECTOR	0.25	Director	$0	$0	$0
ASHLEY TAULER	DIRECTOR	0.25	Director	$0	$0	$0
DR ASHLEY WHALEY	DIRECTOR	0.25	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
2024	$-10,521	$1,018,911	No data	$-1,029,432
2023	No data	$60,839	$1,029,432	No data
2022	$541,144	$736,012	$1,090,271	$-194,868
2021	$130,851	$68,302	$1,285,139	$62,549
2020	$12,245	$76,168	$1,222,590	$-63,923
2019	$12,245	$81,682	$1,288,276	$-69,437
2018	$251,033	$328,859	$1,355,950	$-77,826

SAN MAR HOLDINGS INC