SOUTH BALDWIN LITERACY COUNCIL (EIN 631151156) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

SARAH ANN WELLS

Phone

2519437323

Tax Period

2023-01-01 to 2023-12-31

SOUTH BALDWIN LITERACY COUNCIL, founded in 1985, is a small nonprofit in the Education sector that reported $241K in total revenue in fiscal year 2019. The organization ran a surplus of $114K, a strong 47% operating margin.

Mission

LITERACY TRAINING

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $456,907

Program Service Revenue $0

Investment Income $2,889

Other Revenue $68,754

TOTAL REVENUE $528,550

Expense Breakdown

Grants Paid $0

Salaries & Benefits $287,235

Fundraising Expenses $2,339

Program Expenses $335,786

Other Expenses $145,686

TOTAL EXPENSES $432,921

Year-over-Year Comparison

	2023	2022	Change
Revenue	$528,550	$355,613	+0.5%
Expenses	$432,921	$334,252	+0.3%
Net Income	$95,629	$21,361	+3.5%

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
ERIN KAISER	BOARD MEMBER	8.00	Director	$0	$0	$0
DAVID LEE	PRESIDENT	5.00	Officer Director	$0	$0	$0
JENNY MANDERS	SECRETARY	4.00	Director	$0	$0	$0
DONNA WATTS	BOARD MEMBER	1.00	Director	$0	$0	$0
LEO WELLS	BOARD MEMBER	8.00	Director	$0	$0	$0
SARAH ANN WELLS	TREASURER	25.00	Officer Director	$0	$0	$0
ROBERT WILLIAMS	BOARD MEMBER	1.00	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
2024	No data	No data	No data	No data
2023	$528,550	$432,921	$404,603	$95,629
2022	$355,613	$334,252	$304,030	$21,361
2021	$254,094	$236,246	$280,462	$17,848
2020	$171,539	$168,459	$259,263	$3,080
2019	$241,331	$127,004	$256,124	$114,327

SOUTH BALDWIN LITERACY COUNCIL