SOUTHSIDE SCHOOL FOUNDATION INC (EIN 650442311) - 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

1995

Legal Domicile

Principal Officer

LINDSAY HOWELL

Phone

9413616420

Tax Period

2024-01-01 to 2024-12-31

SOUTHSIDE SCHOOL FOUNDATION INC, founded in 1995, is a small nonprofit in the Education sector that reported $229K in total revenue in fiscal year 2024. The organization ran a surplus of $56K, a strong 25% operating margin.

Mission

THE GENERAL PURPOSE OF THE SOUTHSIDE SCHOOL FOUNDATION, INC. IS TO PROVIDE FINANCIAL SUPPORT FOR, PROMOTION OF, AND ASSISTANCE IN THE DEVELOPMENT AND CONDUCT OF FUND RAISING AND OTHER ACTIVITIES INTENDED TO BENEFIT SOUTHSIDE ELEMENTARY SCHOOL (PART OF THE SARASOTA COUNTY SCHOOL DISTRICT) AND ITS STUDENT BODY, ALUMNI, STAFF AND PROGRAMS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $172,853

Program Service Revenue $53,455

Investment Income $2,451

Other Revenue $0

TOTAL REVENUE $228,759

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $155,087

Other Expenses $172,647

TOTAL EXPENSES $172,647

Year-over-Year Comparison

	2024	2023	Change
Revenue	$228,759	$220,212	+0.0%
Expenses	$172,647	$202,995	-0.1%
Net Income	$56,112	$17,217	+2.3%

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
LINDSAY HOWELL	PRESIDENT	2.00	Officer Director	$0	$0	$0
SEPI ACKERMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LIZ SHALLENBERGER	TREASURER	2.00	Officer Director	$0	$0	$0
TATYANA STEWART	SECRETARY	1.00	Officer Director	$0	$0	$0
SARAH ANDERSON	EXECUTIVE DIRECTOR	2.00	Officer 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	$228,759	$172,647	$235,311	$56,112
2023	$220,212	$202,995	$179,199	$17,217

SOUTHSIDE SCHOOL FOUNDATION INC