PROSPERITY CONNECTION (EIN 800444131) - 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

2009

Legal Domicile

Principal Officer

KATHERINE D SIDDENS

Phone

3144999698

Tax Period

2024-01-01 to 2024-12-31

PROSPERITY CONNECTION, founded in 2009, is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $1.5M exceeded revenue, resulting in a 26% operating deficit.

Mission

TO PROMOTE ECONOMIC SUCCESS FOR EVERYONE IN THE ST. LOUIS REGION BY PROVIDING FINANCIAL EDUCATION AND ACCESS TO RELIABLE FINANCIAL PRODUCTS AND SERVICES

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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 $1,143,663

Program Service Revenue $25,454

Investment Income $46,985

Other Revenue $786

TOTAL REVENUE $1,216,888

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,156,020

Fundraising Expenses $218,322

Program Expenses $796,391

Other Expenses $378,525

TOTAL EXPENSES $1,534,545

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,216,888	$1,659,086	-0.3%
Expenses	$1,534,545	$1,214,946	+0.3%
Net Income	$-317,657	$444,140	-1.7%

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

$167,329

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NIKKI WOELFEL	DIRECTOR	1.00	Director	$0	$0	$0
TONY JANSSEN	VICE CHAIR	1.00	Director	$0	$0	$0
EDWARD DAVIS	CHAIRPERSON	1.00	Director	$0	$0	$0
JOYCE KAMPWERTH	DIRECTOR	1.00	Director	$0	$0	$0
FELICIA PULLIAM	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE SIDDENS	EXECUTIVE DIRECTOR	50.00	Officer	$167,329	$0	$167,329

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	$1,216,888	$1,534,545	$1,612,756	$-317,657
2023	$1,659,086	$1,214,946	$1,988,393	$444,140
2022	$1,205,723	$1,106,529	$1,519,745	$99,194
2021	$1,257,430	$1,073,208	$1,393,127	$184,222
2020	$1,667,773	$1,664,166	$875,625	$3,607
2019	$1,374,663	$1,304,312	$872,018	$70,351

PROSPERITY CONNECTION