SPECIAL ANGELS INVESTMENTS INC

EIN: 861511965 501(c)(3)

OLDSMAR, FL

Total Revenue
$442,816
Total Expenses
$460,678
Total Assets
N/A
Net Assets
N/A
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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
2020
Legal Domicile
FL
Principal Officer
SHANNON BARTLE
Phone
8138911300
Tax Period
2023-01-01 to 2023-12-31

SPECIAL ANGELS INVESTMENTS INC, founded in 2020, is a small nonprofit that reported $443K in total revenue in fiscal year 2023. Revenue surged 114% from the prior year, signaling strong growth momentum.

Mission

RECENTERING MARGINALIZED CEMETERIES THROUGH OLISTIC SITE PRESERVATION, PROTECTION AND EDUCATION

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $442,816
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $442,816

Expense Breakdown

Grants Paid $0
Salaries & Benefits $159,854
Fundraising Expenses $0
Program Expenses $100,139
Other Expenses $300,824
TOTAL EXPENSES $460,678

Year-over-Year Comparison

2023 2022 Change
Revenue $442,816 $206,817 +1.1%
Expenses $460,678 $188,955 +1.4%
Net Income $-17,862 $17,862 -2.0%
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

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Governance

Voting Members
5
Independent Members
5
Employees
4
Volunteers
6

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
0
$0
Total Directors
6
$27,500
Key Employees
1
$61,364
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LISA ARMSTRONG DIRECTOR FO COMMUNITY ENGAGEMENT 40
Key Emp
$61,364 $0 $61,364
SHANNON BARTLE DIRECTOR 40
Director
$27,500 $0 $27,500
JUDITTE DORCY DIRECTOR 0
Director
$0 $0 $0
GERALD CUSTIN DIRECTOR 0
Director
$0 $0 $0
QUBIT JACKSON DIRECTOR 0
Director
$0 $0 $0
JENNIFER LICATA DIRECTOR 0
Director
$0 $0 $0
HILARY DOUGLAS DIRECTOR OF FINANCE 20
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
2023 $442,816 $460,678 No data $-17,862
2022 $206,817 $188,955 $17,862 $17,862
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