Sullivan South Area Community Chest Inc (EIN 621131786) - 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

1981

Legal Domicile

Principal Officer

Jim Dale

Phone

4235711806

Tax Period

2025-01-01 to 2025-12-31

Sullivan South Area Community Chest Inc, founded in 1981, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $80K in total revenue in fiscal year 2025. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $98K exceeded revenue, resulting in a 22% operating deficit.

Mission

To provide funding for the greater Kingsport area to nonprofit organizations for community needs and to maintain Southview Park for the public.

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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 (2025)

Revenue Breakdown

Contributions & Grants $57,827

Program Service Revenue $6,030

Investment Income $707

Other Revenue $15,126

TOTAL REVENUE $79,690

Expense Breakdown

Grants Paid $46,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $82,731

Other Expenses $51,598

TOTAL EXPENSES $97,598

Year-over-Year Comparison

	2025	2024	Change
Revenue	$79,690	$100,499	-0.2%
Expenses	$97,598	$131,845	-0.3%
Net Income	$-17,908	$-31,346	-0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ben Wexler	President	002.00	Officer Director	$0	$0	$0
AJ Light	Vice-president	001.00	Officer Director	$0	$0	$0
Missy Sturgill	Secretary	001.00	Officer Director	$0	$0	$0
Jim Dale	Treasurer	003.00	Officer Director	$0	$0	$0
Doug Armstrong	DIrector	001.00	Director	$0	$0	$0
Linda Campbell	Director	001.00	Director	$0	$0	$0
Mark Harris	Director	001.00	Director	$0	$0	$0
Drew Deakins	Director	001.00	Director	$0	$0	$0
Scott Boyd	Director	001.00	Director	$0	$0	$0
William Hudson	Director	001.00	Director	$0	$0	$0
Josh Strong	Director	001.00	Director	$0	$0	$0
Jackie Seto	Director	001.00	Director	$0	$0	$0
John Patrick	Director	001.00	Director	$0	$0	$0
Jane Switzer	Director	001.00	Director	$0	$0	$0
Angie Stanley	Director	001.00	Director	$0	$0	$0
Traci Wilson	Director	001.00	Director	$0	$0	$0
Range Snodgrass	Director	001.00	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
2025	$79,690	$97,598	$576,122	$-17,908
2024	$100,499	$131,845	$594,030	$-31,346
2023	$95,205	$112,724	$625,376	$-17,519
2022	$98,964	$114,402	$642,895	$-15,438
2021	$99,401	$122,752	$658,333	$-23,351
2020	$118,867	$141,881	$681,684	$-23,014
2019	$140,708	$159,725	$704,698	$-19,017
2018	$133,388	$155,800	$723,715	$-22,412

Sullivan South Area Community Chest Inc