South of Broad Healthcare (EIN 823883114) - 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

2018

Legal Domicile

Phone

8435225140

Tax Period

2023-10-01 to 2024-09-30

Mission

SOUTH OF BROAD HEALTHCARE HAS BEEN CREATED TO OPERATE EXCLUSIVELY FOR BENEVOLENT, EDUCATIONAL, SCIENTIFIC, AND CHARITABLE PURPOSES.

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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 $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $385,487

TOTAL EXPENSES $385,487

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	N/A	N/A
Expenses	$385,487	$33,542	+10.5%
Net Income	N/A	$-33,542	N/A

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

$1,688,490

Total Directors

$1,126,365

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERUSSELL BAXLEY III MHA	Director/CEO BMH	1.0	Officer Director	$0	$82,244	$1,126,365
Laura Levine	Vice-Chair	1.0	Officer Director	$0	$0	$0
PAUL MAZZEO MD	Secretary	1.0	Officer Director	$0	$0	$0
STEVEN MEYER	Chair	1.0	Officer Director	$0	$0	$0
EUGENE HONG MD	Director	1.0	Director	$0	$0	$0
MATT SEVERANCE	Director	1.0	Director	$0	$0	$0
PATRICK CAWLEY MD MHM FACHE	Director	1.0	Director	$0	$0	$0
Paul Tait	Director	1.0	Director	$0	$0	$0
Kenneth Miller	Director/CFO BMH	1.0	Officer	$0	$76,306	$562,125

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	$385,487	$6,322,238	No data
2023	No data	$33,542	$3,154,937	No data
2022	No data	$47,420	$3,185,409	No data
2021	$10	$38,256	$3,232,829	$-38,246
2020	$2,271	$83,901	$3,271,075	$-81,630
2018	$500,000	$107,936	$456,663	$392,064

South of Broad Healthcare