ST TAMMANY HOMEBUILDERS CHARITABLE TRUST (EIN 721306027) - 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

JENNY DEXTER

Phone

9858825002

Tax Period

2023-01-01 to 2023-12-31

ST TAMMANY HOMEBUILDERS CHARITABLE TRUST, founded in 1995, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $19K in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $21K exceeded revenue, resulting in a 14% operating deficit.

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO LOCAL ORGANIZATIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $18,641

Other Revenue $0

TOTAL REVENUE $18,641

Expense Breakdown

Grants Paid $9,050

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,548

Other Expenses $12,155

TOTAL EXPENSES $21,205

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,641	$27,346	-0.3%
Expenses	$21,205	$33,898	-0.4%
Net Income	$-2,564	$-6,552	-0.6%

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

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
KENNY ADAMS	TRUSTEE	0.50	Director	$0	$0	$0
AMY YBARZABAL	TRUSTEE	0.50	Director	$0	$0	$0
DOREEN DODIE ADAMS	VICE CHAIR	0.50	Officer Director	$0	$0	$0
CASEY FORSHAG	TRUSTEE	0.50	Director	$0	$0	$0
SUE MEYER	TRUSTEE	0.50	Director	$0	$0	$0
JAMES RICHARDSON	CHAIR	0.50	Officer Director	$0	$0	$0
DONALD BUBBA JENKINS JR	TRUSTEE	0.50	Director	$0	$0	$0
KEN OWENBY	TRUSTEE	0.50	Director	$0	$0	$0
ERIKA HEMPHILL	TRUSTEE	0.50	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	No data	No data	No data	No data
2023	$18,641	$21,205	$1,080,382	$-2,564
2022	$27,346	$33,898	$1,082,946	$-6,552
2021	$77,897	$31,856	$1,089,498	$46,041
2020	$97,419	$48,643	$1,043,457	$48,776
2019	$61,148	$25,786	$994,681	$35,362
2018	$89,391	$37,929	$959,319	$51,462

ST TAMMANY HOMEBUILDERS CHARITABLE TRUST