SOUTHSIDE HEALTH EDUCATION FOUNDATION (EIN 830458666) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

Richard Yates

Phone

8045264848

Tax Period

2024-01-01 to 2024-12-31

SOUTHSIDE HEALTH EDUCATION FOUNDATION, founded in 2006, is a small nonprofit in the Education sector that reported $342K in total revenue in fiscal year 2018. Expenses of $310K left a modest 9% surplus.

Mission

IN 2024, SHEF SIGNIFICANTLY EXPANDED ITS SCHOLARSHIP PROGRAM, AWARDING 24 SCHOLARSHIPS, COMPARED TO 2 AWARDS IN 2023. SHEF ALSO RECOMMENCED THE EXPLORERS PROGRAM.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $40,342

Program Service Revenue $0

Investment Income $187,194

Other Revenue $0

TOTAL REVENUE $227,536

Expense Breakdown

Grants Paid $27,150

Salaries & Benefits $72,403

Fundraising Expenses $26,732

Program Expenses $58,576

Other Expenses $15,882

TOTAL EXPENSES $115,435

Year-over-Year Comparison

	2024	2023	Change
Revenue	$227,536	N/A	N/A
Expenses	$115,435	N/A	N/A
Net Income	$112,101	N/A	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

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
Susan Jarvis	Executive Director	40.00		$67,258	$0	$67,258
Nancy McNeer	Director	1.00	Director	$0	$0	$0
Richard Yates	Chairman	1.00	Officer Director	$0	$0	$0
Kenneth Cortright	Treasurer	1.00	Officer Director	$0	$0	$0
Betty Sue Hrouda	Director	1.00	Director	$0	$0	$0
Karen Faison	Director	1.00	Director	$0	$0	$0
Debbie Garter	Director	1.00	Director	$0	$0	$0
Yardley Farquharson	Director	1.00	Director	$0	$0	$0
Wendy Thompson	Director	1.00	Director	$0	$0	$0
Stacey Shell	Director	1.00	Director	$0	$0	$0
Tracey Tatum	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	$227,536	$115,435	$3,686,013	$112,101
2023	$141,570	$5,512	$3,297,468	$136,058
2022	$77,867	$11,631	$2,824,305	$66,236
2021	$442,003	$350,497	$3,748,458	$91,506
2020	$411,786	$346,379	$3,208,517	$65,407
2019	$370,495	$337,351	$2,803,016	$33,144
2018	$341,945	$309,799	$2,299,073	$32,146

SOUTHSIDE HEALTH EDUCATION FOUNDATION