INVICTUS DEVELOPMENT GROUP INC (EIN 815075704) - 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

2017

Legal Domicile

Principal Officer

LISA MCCARTY

Phone

9379107500

Tax Period

2023-01-01 to 2023-12-31

INVICTUS DEVELOPMENT GROUP INC, founded in 2017, is a small nonprofit in the Housing & Shelter sector that reported $172K in total revenue in fiscal year 2023. Revenue fell 52% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $132K, a strong 77% operating margin.

Mission

TO PROVIDE DECENT, SAFE AND SANITARY HOUSING THAT IS AFFORDABLE TO PERSONS OF LOW TO MODERATE INCOME, INCLUDING INDIVIDUALS, FAMILIES AND ELDERLY, HANDICAPPED OR DISABLED PERSONS, IN THE STATE OF OHIO AND TO PROMOTE AND ADVANCE DECENT, SAFE AND SANITARY HOUSING FOR SAID PERSONS.

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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 $171,986

Investment Income $0

Other Revenue $0

TOTAL REVENUE $171,986

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,380

Other Expenses $40,380

TOTAL EXPENSES $40,380

Year-over-Year Comparison

	2023	2022	Change
Revenue	$171,986	$360,069	-0.5%
Expenses	$40,380	$226,157	-0.8%
Net Income	$131,606	$133,912	0.0%

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
SHERRY GALE	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAWN WOJCIK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JENNIFER N HEAPY	SECRETARY	1.00	Officer Director	$0	$0	$0
LISA MCCARTY	TREASURER	1.00	Officer Director	$0	$0	$0
CHRISTOPHER GREEN	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$171,986	$40,380	$1,006,479	$131,606
2022	$360,069	$226,157	$1,001,735	$133,912
2021	$822,235	$793,863	$769,137	$28,372

INVICTUS DEVELOPMENT GROUP INC