SOUTHERN DOCUMENTARY FUND (EIN 752993148) - 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

2002

Legal Domicile

Principal Officer

CLINT JUKKALA

Phone

9193083714

Tax Period

2024-01-01 to 2024-12-31

SOUTHERN DOCUMENTARY FUND, founded in 2002, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.5M in total revenue in fiscal year 2024. The organization ran a surplus of $266K, a strong 18% operating margin.

Mission

THE SOUTHERN DOCUMENTARY FUND CULTIVATES DOCUMENTARY PROJECTS MADE IN OR ABOUT THE AMERICAN SOUTH.

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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 $422,249

Program Service Revenue $1,040,803

Investment Income $22,009

Other Revenue $0

TOTAL REVENUE $1,485,061

Expense Breakdown

Grants Paid $129,861

Salaries & Benefits $276,559

Fundraising Expenses $0

Program Expenses $1,049,760

Other Expenses $813,109

TOTAL EXPENSES $1,219,529

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,485,061	$1,416,684	+0.0%
Expenses	$1,219,529	$825,862	+0.5%
Net Income	$265,532	$590,822	-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

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

$102,333

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELLEN STOLZMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
IRENE OAKLEY-JOHNSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
FIRAS QURAN	SECRETARY	1.00	Officer Director	$0	$0	$0
BOBBY DONALDSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MEI-YEN IRELAND	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM LINK	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVEN RAETS	BOARD MEMBER	1.00	Director	$0	$0	$0
NICOLE TRICHE	BOARD MEMBER	1.00	Director	$0	$0	$0
CLINT JUKKALA	EXECUTIVE DIRECTOR	40.00	Officer	$102,333	$0	$102,333

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	$1,485,061	$1,219,529	$1,245,596	$265,532
2023	$1,416,684	$825,862	$881,672	$590,822
2022	$742,475	$1,001,353	$271,378	$-258,878
2021	$489,085	$437,491	$551,988	$51,594
2018	No data	No data	No data	No data
2018	$283,800	$338,429	$839,899	$-54,629

SOUTHERN DOCUMENTARY FUND