SILVER OTTER STRATEGIES INC (EIN 822430909) - 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

KATHRYN C BURNS

Phone

7815990110

Tax Period

2022-07-01 to 2023-06-30

SILVER OTTER STRATEGIES INC, founded in 2017, is a micro nonprofit in the Health Care sector that reported $47K in total revenue in fiscal year 2022. Revenue surged 75% from the prior year, signaling strong growth momentum. Expenses of $100K exceeded revenue, resulting in a 113% operating deficit.

Mission

SILVER OTTER STRATEGIES MISSION IS TO PROVIDE NEW APPROACHES TO HOW HEALTHCARE IS DELIVERED. WE PUT THE POWER OF INFORMED DECISION MAKING INTO THE HANDS OF THE CONSUMER, SO THEY CAN LEAD HEALTHIER, MORE FULFILLING, INDEPENDENT LIVES. THROUGH INNOVATIVE TECHNOLOGIES GROUNDED IN EXPERIENCED BASED INSIGHTS, TESTED METHODOLOGIES AND DEMONSTRABLE OUTCOMES WE CREATE POSITIVE CHANGE FOR OUR CONSUMERS, PARTNERS AND ULTIMATELY OUR SOCIETY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $23,510

Program Service Revenue $5,029

Investment Income $0

Other Revenue $18,500

TOTAL REVENUE $47,039

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,683

Fundraising Expenses $0

Program Expenses $100,344

Other Expenses $38,661

TOTAL EXPENSES $100,344

Year-over-Year Comparison

	2022	2021	Change
Revenue	$47,039	$26,861	+0.8%
Expenses	$100,344	$110,220	-0.1%
Net Income	$-53,305	$-83,359	-0.4%

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

$426,938

Total Directors

$426,938

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY MAGNER	PRESIDENT	1.00	Officer Director	$0	$0	$0
DOUGLAS MAY	TREASURER (UNTIL 1/2023)	1.00	Officer Director	$0	$26,961	$213,299
KATHRYN C BURNS	CLERK	1.00	Officer Director	$0	$22,240	$213,639
ROBERT LONG	DIRECTOR	1.00	Director	$0	$0	$0
NELSON CHANG	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$47,039	$100,344	$16,101	$-53,305

SILVER OTTER STRATEGIES INC