SPECIAL ANGELS INVESTMENTS INC

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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

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 HOLISTIC SITE PRESERVATION, PROTECTION, AND EDUCTATION

Program Service Accomplishments

Program 1

Expenses: $100,139 Revenue: $442,816

THIS REVENUE IS THE REMAINING DRAW FROM THE STATE OF FLORIDA GRANT TO ALLOW FOR US TO BUILD AN EDUCATION PROGRAM AND REHABILITATE MARGINALIZED CEMETERIES

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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 $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

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

Total Directors

$27,500

Key Employees

$61,364

Highest Compensated

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