SOUTHERN VISION ALLIANCE

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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

2011

Legal Domicile

Principal Officer

JOSHUA VINCENT

Phone

9192634230

Tax Period

2023-01-01 to 2023-12-31

SOUTHERN VISION ALLIANCE, founded in 2011, is a mid-sized nonprofit in the Public & Societal Benefit sector that reported $11.3M in total revenue in fiscal year 2023. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.7M, a strong 41% operating margin.

Mission

SOUTHERN VISION ALLIANCE (SVA) IS A JUSTICE CENTERED VALUES-BASED GRASSROOTS INTERMEDIARY ORGANIZED TO PROVIDE INCUBATION, INFRASTRUCTURE, CAPACITY BUILDING, COACHING, AND TECHNICAL ASSISTANCE TO FRONTLINE ORGANIZING PROJECTS, LEADERSHIP PROGRAMS, AND COLLABORATIONS LED BY DIRECTLY-IMPACTED COMMUNITIES IN THE US SOUTH.

Program Service Accomplishments

Program 1

Expenses: $1,667,756 Revenue: $37,881

SVAS MOVEMENT SUPPORT PROGRAMS HELP PROVIDE STRATEGIC HUBS FOR COLLABORATIONS WITH OTHER COMMUNITY GROUPS WORKING TOWARD SOCIAL, ECONOMIC, ENVIRONMENTAL, AND RACIAL JUSTICE IN NORTH CAROLINA. SUPPORT IS PROVIDED THROUGH SUPPORTIVE SERVICES, INFRASTRUCTURE, AND TECHNICAL ASSISTANCE. THE MOVEMENT SUPPORT PROGRAMS ALSO INCLUDE ISSUE-BASED NETWORK GROUPS AND PROGRAMS FOCUSED ON YOUTH DEVELOPMENT.

Program 2

Expenses: $857,976

SVA'S FRONTLINE FUNDS PROGRAM PROVIDES MODEST FINANCIAL SUPPORT TO PROJECTS WORKING FOR JUSTICE AND EQUITY. IN 2023 SVA HAD THE FOLLOWING FUNDS: QUEER MOBILIZATION FUND, CAROLINA YOUTH POWER FUND...

SVA'S FRONTLINE FUNDS PROGRAM PROVIDES MODEST FINANCIAL SUPPORT TO PROJECTS WORKING FOR JUSTICE AND EQUITY. IN 2023 SVA HAD THE FOLLOWING FUNDS: QUEER MOBILIZATION FUND, CAROLINA YOUTH POWER FUND, AND SOLIDARITY FUND.

Program 3

Expenses: $2,669,229 Revenue: $17,500

SVA'S SPONSORED PROJECTS PROGRAM PROVIDES FISCAL SPONSORSHIP TO GROUPS IN THE US SOUTH THAT ADDRESS SOCIAL CHANGE THROUGH COMMUNITY ORGANIZING. IN 2023, SVA PROVIDED FISCAL SPONSORSHIP TO 41 GROUPS.

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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 $11,148,900

Program Service Revenue $55,381

Investment Income $41,162

Other Revenue $61,155

TOTAL REVENUE $11,306,598

Expense Breakdown

Grants Paid $1,366,655

Salaries & Benefits $3,259,055

Fundraising Expenses $166,380

Program Expenses $5,194,961

Other Expenses $2,004,764

TOTAL EXPENSES $6,630,474

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,306,598	$6,154,369	+0.8%
Expenses	$6,630,474	$3,770,170	+0.8%
Net Income	$4,676,124	$2,384,199	+1.0%

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

N/A

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

$147,614

Total Directors

$12,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSHUA VINCENT	EXECUTIVE DI	40.00	Officer	$126,776	$12,838	$139,614
PETER GILBERT	SECRETARY	0.33	Officer Director	$2,000	$0	$2,000
JILLIAN JOHNSON	CO-CHAIR	0.33	Officer Director	$2,000	$0	$2,000
BRYAN PERLMUTTER	TREASURER	0.33	Officer Director	$2,000	$0	$2,000
ELIZABETH SIMPSON	CO-CHAIR	0.33	Officer Director	$2,000	$0	$2,000
LARSENE TAYLOR	MEMBER	0.33	Director	$2,000	$0	$2,000
AUSTIN THOMPSON	MEMBER	0.33	Director	$2,000	$0	$2,000

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	$11,306,598	$6,630,474	$12,413,293	$4,676,124
2022	$6,154,369	$3,770,170	$7,394,719	$2,384,199
2021	$4,007,555	$3,138,636	$5,270,630	$868,919
2020	$4,522,849	$2,556,927	$3,563,580	$1,965,922
2019	$2,258,847	$1,895,907	$1,568,544	$362,940
2018	$1,851,829	$1,532,410	$1,206,543	$319,419