Southside Unlimited (EIN 680103877) - 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

1986

Legal Domicile

Principal Officer

Katherine Wallen

Phone

9163878080

Tax Period

2024-01-01 to 2024-12-31

Southside Unlimited, founded in 1986, is a community nonprofit in the Human Services sector that reported $6.1M in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum.

Mission

Southside Unlimited provides education and occupational programs for developmentally disabled adult individuals.

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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 $37,076

Program Service Revenue $6,036,299

Investment Income $3,791

Other Revenue $0

TOTAL REVENUE $6,077,166

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,510,075

Fundraising Expenses $15,750

Program Expenses $5,667,580

Other Expenses $1,571,650

TOTAL EXPENSES $6,081,725

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,077,166	$4,396,880	+0.4%
Expenses	$6,081,725	$4,548,719	+0.3%
Net Income	$-4,559	$-151,839	-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

Employees

132

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
Kate Halecky	Treasurer	1.00	Officer Director	$0	$0	$0
Lorna Warrington	President	1.00	Officer Director	$0	$0	$0
Christina Ponte	Board Member	1.00	Director	$0	$0	$0
Pierce C Welch	Board Member	1.00	Director	$0	$0	$0
Robin Rhoades	Board Member	40.00	Director	$0	$0	$0
Katherine Wallen	CEO	1.00	Officer Director	$0	$0	$0
Judi Cutaia	Vice Chair	1.00	Officer Director	$0	$0	$0
Mary Thornsberry	Board Member	1.00	Director	$0	$0	$0
Sergio Valenzuela	Secretary	1.00	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
2025	No data	No data	No data	No data
2024	$6,077,166	$6,081,725	$2,831,084	$-4,559
2023	$4,396,880	$4,548,719	$2,741,470	$-151,839
2022	$3,475,038	$3,526,951	$2,659,661	$-51,913
2021	$3,686,579	$3,396,001	$1,473,688	$290,578
2020	$4,075,653	$3,648,821	$1,105,549	$426,832
2019	$3,915,264	$3,928,071	$708,897	$-12,807
2018	$3,784,567	$3,812,678	$692,970	$-28,111

Southside Unlimited