Self-Help Ventures Fund (EIN 581562750) - 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

1984

Legal Domicile

Principal Officer

Amanda Frazier Wong

Tax Period

2023-01-01 to 2023-12-31

Self-Help Ventures Fund, founded in 1984, is a mid-sized nonprofit in the Community Improvement sector that reported $67.7M in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $10.2M, a strong 15% operating margin.

Mission

Self-Help Ventures Funds mission is to create and protect ownership and economic opportunity for all, especially people of color, women, rural residents and low-wealth families and communities.

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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 $1,975,299

Program Service Revenue $58,452,626

Investment Income $6,677,188

Other Revenue $625,972

TOTAL REVENUE $67,731,085

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,195,267

Other Expenses $57,501,791

TOTAL EXPENSES $57,501,791

Year-over-Year Comparison

	2023	2022	Change
Revenue	$67,731,085	$95,498,767	-0.3%
Expenses	$57,501,791	$43,396,272	+0.3%
Net Income	$10,229,294	$52,102,495	-0.8%

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

$395,708

Total Directors

$131,432

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Russel Hagen	Manager Transition Ex	0.00	Highest	$0	$19,402	$177,545
Jeremy Hofer	Commercial Lending Sector Lea	0.00	Highest	$0	$25,889	$144,667
Lillian Steponaitis	Director Special Projects	0.00	Highest	$0	$18,686	$141,229
Jorge Lopez Colunga	Business Development Officer	0.00	Highest	$0	$18,516	$139,168
Randy Chambers	TreasurerSecretary	0.00	Officer	$0	$40,752	$137,529
Machika Smyzer Stewart	Director Talent Management	0.00	Highest	$0	$12,045	$132,965
Martin Eakes	CEODirector	0.00	Officer Director	$0	$33,733	$131,432
Amanda Frazier Wong	President	0.00	Officer	$0	$22,784	$126,747
Jean Pudlo	Director	0.50	Director	$0	$0	$0
Lynne Walker	Director	0.50	Director	$0	$0	$0
Ajulo Othow	Director	0.50	Director	$0	$0	$0
Duanne Andrade	Diretor	0.50	Director	$0	$0	$0
Matthew Hobbs	DirectorChair	0.50	Director	$0	$0	$0
Elbert Avery	Director	0.50	Director	$0	$0	$0
Robert Schall	Director	0.50	Director	$0	$0	$0
Catherine Clark	Director	0.50	Director	$0	$0	$0
Marla Bilonick	Director	0.50	Director	$0	$0	$0
Mark Korell	Director	0.50	Director	$0	$0	$0
Ronn Stewart	Director	0.50	Director	$0	$0	$0
James H Sills III	Director	0.50	Director	$0	$0	$0
Tara Kenchen	Director	0.50	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	No data	No data	No data	No data
2023	$67,731,085	$57,501,791	$1,032,930,060	$10,229,294
2022	$95,498,767	$43,396,272	$1,009,821,673	$52,102,495
2021	$60,531,771	$31,466,429	$1,059,061,327	$29,065,342
2020	$104,499,213	$70,010,828	$1,136,545,488	$34,488,385
2019	$71,436,932	$46,989,160	$990,044,914	$24,447,772
2018	$62,183,272	$42,089,996	$779,599,613	$20,093,276

Self-Help Ventures Fund