Friends of Southern Ohio (EIN 830734246) - 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

Tax Period

2023-01-01 to 2023-12-31

Friends of Southern Ohio, founded in 2018, is a small nonprofit in the Community Improvement sector that reported $333K in total revenue in fiscal year 2023. Revenue surged 122% from the prior year, signaling strong growth momentum. The organization ran a surplus of $158K, a strong 48% operating margin.

Mission

To catalyze and organize progress and change in our community

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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 $315,286

Program Service Revenue $12,471

Investment Income $0

Other Revenue $5,360

TOTAL REVENUE $333,117

Expense Breakdown

Grants Paid $0

Salaries & Benefits $84,245

Fundraising Expenses $0

Program Expenses $73,201

Other Expenses $90,397

TOTAL EXPENSES $174,642

Year-over-Year Comparison

	2023	2022	Change
Revenue	$333,117	$150,080	+1.2%
Expenses	$174,642	$217,332	-0.2%
Net Income	$158,475	$-67,252	-3.4%

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

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

$80,052

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bryan Smith	Executive Director	40.00	Officer	$80,052	$0	$80,052
Maile G Milsap	Member	1.00	Director	$0	$0	$0
Chris Moore	Member	1.00	Director	$0	$0	$0
Geordie Davis IV	Member	1.00	Director	$0	$0	$0
Taylor Babcock	President	1.00	Officer	$0	$0	$0
Tia King	Secretary	1.00	Officer	$0	$0	$0
Tim Wolfe	Treasurer	1.00	Officer	$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	No data	No data	No data	No data
2023	$333,117	$174,642	$310,811	$158,475
2022	$150,080	$217,332	$163,340	$-67,252
2021	$288,195	$159,110	$248,295	$129,085
2020	$139,760	$206,776	$120,144	$-67,016
2019	$437,305	$376,952	$149,186	$60,353
2018	$87,182	$324	$91,119	$86,858

Friends of Southern Ohio