SOUTHEAST CONSORTIUM FOR EQUITABLE PARTNERSHIPS INC (EIN 825230470) - 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

Principal Officer

GREGORY YOUNG

Phone

4152965146

Tax Period

2019-07-01 to 2020-06-30

SOUTHEAST CONSORTIUM FOR EQUITABLE PARTNERSHIPS INC, founded in 2018, is a small nonprofit that reported $738K in total revenue in fiscal year 2019. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $121K, a strong 16% operating margin.

Mission

Facilitate programs and policies to expand opportunity for San Franciscos low income residents.

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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 (2019)

Revenue Breakdown

Contributions & Grants $392,104

Program Service Revenue $346,264

Investment Income $1

Other Revenue $0

TOTAL REVENUE $738,369

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $614,485

Other Expenses $617,312

TOTAL EXPENSES $617,312

Year-over-Year Comparison

	2019	2018	Change
Revenue	$738,369	$874,534	-0.2%
Expenses	$617,312	$758,790	-0.2%
Net Income	$121,057	$115,744	+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

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
STAR DIXON	Treasurer	1.00	Officer Director	$0	$0	$0
GREGORY YOUNG	Executive Dir.	10.00	Officer Director	$0	$0	$0
VAN HAWKINS	Secretary	1.00	Officer Director	$0	$0	$0
BOBBY YEARBY	Chairman	1.00	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
2020	$738,369	$617,312	$237,301	$121,057
2019	$874,534	$758,790	$114,422	$115,744

SOUTHEAST CONSORTIUM FOR EQUITABLE PARTNERSHIPS INC