Saddlebrooke Community Outreach Inc (EIN 860843458) - 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

1997

Legal Domicile

Principal Officer

Denise Anthony

Tax Period

2023-07-01 to 2024-06-30

Saddlebrooke Community Outreach Inc, founded in 1997, is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $202K, a strong 16% operating margin.

Mission

To make a positive impact on the lives of underprivileged schoolchildren in neighboring communities by improving self-esteem, school attendance and scholastic achievement.

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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 $1,153,093

Program Service Revenue $0

Investment Income $79,767

Other Revenue $7,686

TOTAL REVENUE $1,240,546

Expense Breakdown

Grants Paid $493,286

Salaries & Benefits $0

Fundraising Expenses $2,365

Program Expenses $976,469

Other Expenses $545,238

TOTAL EXPENSES $1,038,524

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,240,546	$1,032,328	+0.2%
Expenses	$1,038,524	$844,110	+0.2%
Net Income	$202,022	$188,218	+0.1%

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

400

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
Andrea Stephens	Director of Membership	2.00	Director	$0	$0	$0
Nancy Moore	Director of Communications	6.00	Director	$0	$0	$0
Tim Bowen	Director of Membership	2.00	Director	$0	$0	$0
Tony Lulek	Director of Scholarship Endow	4.00	Director	$0	$0	$0
Greg Jones	Director of Scholarship Endow	4.00	Director	$0	$0	$0
Vivian Errico	Director of Teen Closet	3.00	Director	$0	$0	$0
Melanie Stout	Golden Goose Representative	2.00	Director	$0	$0	$0
Laura Pauli	President	10.00	Officer Director	$0	$0	$0
Gayl Van Natter	Executive Vice-President	6.00	Officer Director	$0	$0	$0
Marcia Van Ommereran	Recording Secretary	2.00	Officer Director	$0	$0	$0
Len Hamer	VP Enrichment	4.00	Officer Director	$0	$0	$0
Cheryl Smith	Recording Secretary	2.00	Officer Director	$0	$0	$0
Jeannine Grippo	Assistant Treasurer	8.00	Officer Director	$0	$0	$0
Steve Sahl	VP Scholarship	6.00	Officer Director	$0	$0	$0
Karen Green	Corresponding Secretary	2.00	Officer Director	$0	$0	$0
Denise Anthony	Past-President	2.00	Officer Director	$0	$0	$0
Eileen Hansen	VP Kids Closet	5.00	Officer Director	$0	$0	$0
Betty Ryan	VP Kids Closet	5.00	Officer Director	$0	$0	$0
Camille Esterman	Treasurer	10.00	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
2025	No data	No data	No data	No data
2024	$1,240,546	$1,038,524	$4,166,720	$202,022
2023	$1,032,328	$844,110	$3,906,233	$188,218
2022	$1,046,746	$637,337	$3,700,886	$409,409
2021	$837,618	$516,026	$3,355,153	$321,592
2020	$931,836	$747,146	$3,035,546	$184,690
2019	$764,850	$728,600	$2,828,210	$36,250

Saddlebrooke Community Outreach Inc