SOUTHMOOR PARTNERS IN EXCELLENCE (EIN 731687071) - 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

2003

Legal Domicile

Principal Officer

ABBY GILBERTSON

Phone

3037560392

Tax Period

2025-01-01 to 2025-12-31

SOUTHMOOR PARTNERS IN EXCELLENCE, founded in 2003, is a small nonprofit in the Education sector that reported $169K in total revenue in fiscal year 2025. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $197K exceeded revenue, resulting in a 17% operating deficit.

Mission

THE ORGANIZATIONS MISSION IS TO BROADEN THE EDUCATIONAL OPPORTUNITIES FOR SOUTHMOOR ELEMENTARYS STUDENTS BY FUNDRAISING AND DISBURSING FUNDS FOR ACADEMIC PROGRAMS AND PROJECTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $160,756

Program Service Revenue $0

Investment Income $8,304

Other Revenue $0

TOTAL REVENUE $169,060

Expense Breakdown

Grants Paid $98,145

Salaries & Benefits $0

Fundraising Expenses $31,995

Program Expenses $149,913

Other Expenses $99,336

TOTAL EXPENSES $197,481

Year-over-Year Comparison

	2025	2024	Change
Revenue	$169,060	$218,201	-0.2%
Expenses	$197,481	$79,178	+1.5%
Net Income	$-28,421	$139,023	-1.2%

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

100

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
ABBY GILBERTSON	CO-PRESIDENT	3.00	Officer	$0	$0	$0
JEN CUMPTON	CO-PRESIDENT	3.00	Officer	$0	$0	$0
MEGAN BATSELL	SECRETARY	1.50	Officer	$0	$0	$0
MCARTHUR HILL	TREASURER	1.50	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
2025	$169,060	$197,481	$314,823	$-28,421
2024	No data	No data	No data	No data
2023	$225,856	$175,445	$198,241	$50,411
2022	$127,599	$86,052	$146,953	$41,547
2021	$87,149	$94,649	$105,365	$-7,500
2020	$97,270	$167,458	$113,139	$-70,188
2019	$120,698	$118,489	$184,767	$2,209
2018	$148,013	$118,238	$183,816	$29,775

SOUTHMOOR PARTNERS IN EXCELLENCE