IBERIA HOMELESS SHELTER (EIN 721502051) - 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

2001

Legal Domicile

Principal Officer

JAMES RUSSELL JR

Phone

3373647221

Tax Period

2024-07-01 to 2025-06-30

IBERIA HOMELESS SHELTER, founded in 2001, is a small nonprofit in the Human Services sector that reported $178K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $232K exceeded revenue, resulting in a 31% operating deficit.

Mission

IT IS THE MISSION OF THE IBERIA HOMELESS SHELTER TO SUPPORT AND STRENGTHEN THE COMMUNITY BY PROVIDING SHELTER AND HOUSING TO HOMELESS INDIVIDUALS EXPERIENCING A CRISIS AND TO ADVOCATE FOR COLLABERATIVE LOCALLY DRIVEN SOLUTIONS TO END THE BARRIERS TO CHRONIC HOMELESSNESS.

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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 $152,687

Program Service Revenue $0

Investment Income $0

Other Revenue $25,285

TOTAL REVENUE $177,972

Expense Breakdown

Grants Paid $0

Salaries & Benefits $96,829

Fundraising Expenses $0

Program Expenses $190,644

Other Expenses $135,515

TOTAL EXPENSES $232,344

Year-over-Year Comparison

	2024	2023	Change
Revenue	$177,972	$210,019	-0.2%
Expenses	$232,344	$201,503	+0.2%
Net Income	$-54,372	$8,516	-7.4%

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
JAMES RUSSELL JR	PRESIDENT	N/A	Officer	$0	$0	$0
SHERIAL CONNER	SECRETARY	N/A	Officer	$0	$0	$0
DEBBIE B TAYLOR	TREASURER	N/A	Officer	$0	$0	$0
GERALD TRAHAN	VICE PRESIDE	N/A	Officer	$0	$0	$0
GREG MULLIEN	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL R LANDRY	DIRECTOR	N/A	Director	$0	$0	$0
BROOKE SCELFO-MARCOTTE	DIRECTOR	N/A	Director	$0	$0	$0
MORGAN R OLIVER	DIRECTOR	N/A	Director	$0	$0	$0
STEPHAN VIATOR	DIRECTOR	N/A	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	$177,972	$232,344	$312,750	$-54,372
2024	No data	No data	No data	No data
2023	$160,483	$175,524	$358,452	$-15,041
2022	$264,876	$171,426	$379,118	$93,450
2021	$96,646	$98,532	$285,599	$-1,886
2020	$107,609	$121,468	$276,043	$-13,859
2019	$113,241	$109,033	$289,503	$4,208
2018	$103,291	$107,969	$286,377	$-4,678

IBERIA HOMELESS SHELTER