SOUTHEAST REGIONAL DIRECTORS INSTIT (EIN 821190957) - 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

SASHA GRIST

Phone

8033279041

Tax Period

2025-01-01 to 2025-12-31

SOUTHEAST REGIONAL DIRECTORS INSTIT, founded in 2017, is a small nonprofit in the Community Improvement sector that reported $206K in total revenue in fiscal year 2025. Revenue surged 91% from the prior year, signaling strong growth momentum. The organization ran a surplus of $41K, a strong 20% operating margin.

Mission

SERDI IS ORGANIZED EXCLUSIVELY AS A MEMBERSHIP ORGANIZATION FOR PROFESSIONAL DEVELOPMENT AND TO PROVIDE AN EDUCATIONAL FORUM OF LEADERS IN REGIONAL ORGANIZATIONS SERVING UNITS OF GENERAL PURPOSE LOCAL GOVERNMENT ACROSS THE SOUTHEAST OF THE UNITED STATES, SO AS TO HEIGHTEN EFFECTIVENESS AND EFFICIENCY, PROVIDE MUTUAL ASSISTANCE, EXCHANGE IDEAS, AND OTHERWISE PROMOTE SOUND PROFESSIONAL PRACTICES.

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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 $137,979

Program Service Revenue $67,950

Investment Income $0

Other Revenue $0

TOTAL REVENUE $205,929

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $164,664

TOTAL EXPENSES $164,664

Year-over-Year Comparison

	2025	2024	Change
Revenue	$205,929	$107,575	+0.9%
Expenses	$164,664	$12,000	+12.7%
Net Income	$41,265	$95,575	-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

N/A

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
HEATHER FELDMAN	TREASURER	N/A	Officer Director	$0	$0	$0
SASHA GRIST	PRESIDENT	N/A	Officer Director	$0	$0	$0
ERIC SEXTON	VICE PRESIDE	N/A	Officer 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	$205,929	$164,664	$216,524	$41,265

SOUTHEAST REGIONAL DIRECTORS INSTIT