SOUTH DAVIDSON FAMILY RESOURCE

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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

2002

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

SOUTH DAVIDSON FAMILY RESOURCE, founded in 2002, is a micro nonprofit in the Human Services sector that reported $73K in total revenue in fiscal year 2023. Expenses of $64K left a modest 12% surplus.

Mission

PROVIDES SERVICES AND RESOURCES TO INDIVIDUALS AND FAMILIES IN CRISIS

Program Service Accomplishments

Program 1

Expenses: $18,071

TO PROVIDE EMERGENCY ASSISTANCE IN THE FORM OF FOOD AND CLOTHING AS WELL AS PAYMENTS FOR UTILITIES AND RENT TO LOW-INCOME FAMILITIES IN SOUTHERN DAVIDSON COUNTY

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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 $71,221

Program Service Revenue $0

Investment Income $2,074

Other Revenue $0

TOTAL REVENUE $73,295

Expense Breakdown

Grants Paid $8,444

Salaries & Benefits $23,979

Fundraising Expenses $0

Program Expenses $18,071

Other Expenses $31,856

TOTAL EXPENSES $64,279

Year-over-Year Comparison

	2023	2022	Change
Revenue	$73,295	$74,735	0.0%
Expenses	$64,279	$64,362	0.0%
Net Income	$9,016	$10,373	-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

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
Key Lomax	Board Member	0.00	Director	$0	$0	$0
Vicky Rogers	Board Member	0.00	Director	$0	$0	$0
Sue Watkins	Board Member	0.00	Director	$0	$0	$0
George Brunck	Board Member	0.00	Director	$0	$0	$0
Christy Clarke	Vice President	0.00	Director	$0	$0	$0
April Mesimer	Board Member	0.00	Director	$0	$0	$0
Louise Caulder	Board Member	0.00	Director	$0	$0	$0
Prudy Mitchell	Board Member	0.00	Director	$0	$0	$0
John Fuller	President	0.00	Officer Director	$0	$0	$0
William Allen	Secretary	0.00	Officer Director	$0	$0	$0
Gary Gallimore	Treasurer	0.00	Officer Director	$0	$0	$0
Glenda Scarboro	Executive Director	32.00	Key Emp	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$73,295	$64,279	$376,408	$9,016
2022	$74,735	$64,362	$369,070	$10,373
2021	$62,272	$59,722	$357,217	$2,550
2020	$80,081	$57,465	$354,678	$22,616
2019	$119,460	$64,232	$331,492	$55,228
2018	$118,350	$59,765	$276,348	$58,585