PEOPLES ORGANIZATION FOR STRATEGIC EXCELLENCE POSE CDC INC (EIN 721209712) - 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

1983

Legal Domicile

Principal Officer

Lolita Glass

Phone

5046067704

Tax Period

2024-01-01 to 2024-12-31

PEOPLES ORGANIZATION FOR STRATEGIC EXCELLENCE POSE CDC INC, founded in 1983, is a small nonprofit in the Housing & Shelter sector that reported $135K in total revenue in fiscal year 2024. Expenses of $118K left a modest 12% surplus.

Mission

To Provide Affordable Housing Services for Disadvantage Persons

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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 $134,543

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $134,543

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,712

Fundraising Expenses $20,449

Program Expenses $74,544

Other Expenses $69,686

TOTAL EXPENSES $118,398

Year-over-Year Comparison

	2024	2023	Change
Revenue	$134,543	$127,136	+0.1%
Expenses	$118,398	$139,782	-0.2%
Net Income	$16,145	$-12,646	-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

Volunteers

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

$45,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lolita Glass	Executive Director	40	Director	$45,000	$0	$45,000
Jennifer Bernard	President	2	Officer	$0	$0	$0
Quita Wallace	Vice President	2	Officer	$0	$0	$0
Florestine Clark	Member	2	Officer	$0	$0	$0
Carolyn Barthelemy	Member	2	Officer	$0	$0	$0
Stephanie Smith	Member	2	Officer	$0	$0	$0
Carolyn E Harris	Secretary	2	Officer	$0	$0	$0
Grace Smitherman	Member	2	Officer	$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	$134,543	$118,398	$566,457	$16,145
2023	$127,136	$139,782	$552,099	$-12,646
2022	$319,394	$286,456	$570,549	$32,938

PEOPLES ORGANIZATION FOR STRATEGIC EXCELLENCE POSE CDC INC