PERSONAL ONSITE DEVELOPMENT (EIN 010490422) - 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

1994

Legal Domicile

Principal Officer

DIANNE COTE

Phone

2077533221

Tax Period

2023-07-01 to 2024-06-30

PERSONAL ONSITE DEVELOPMENT, founded in 1994, is a community nonprofit in the Employment sector that reported $2.0M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $1.9M left a modest 4% surplus.

Mission

To provide Work Supports and Community Supports to adults with Intellectual and Developmental Disabilities and Autism.

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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 $1,656

Program Service Revenue $1,959,866

Investment Income $15,238

Other Revenue $44,931

TOTAL REVENUE $2,021,691

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,561,763

Fundraising Expenses $0

Program Expenses $1,486,553

Other Expenses $380,463

TOTAL EXPENSES $1,942,226

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,021,691	$1,846,625	+0.1%
Expenses	$1,942,226	$1,627,527	+0.2%
Net Income	$79,465	$219,098	-0.6%

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

$96,241

Total Directors

$96,241

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TINA COTE	DIRECTOR	1.00	Director	$0	$0	$0
HEIDI NAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
DIANNE COTE	EXECUTIVE DIRECTOR	40.00	Officer Director	$88,322	$7,919	$96,241

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	$2,021,691	$1,942,226	$1,729,427	$79,465
2023	$1,846,625	$1,627,527	$1,689,921	$219,098
2022	$1,660,148	$1,401,235	$1,527,979	$258,913
2021	$1,155,232	$933,307	$1,476,473	$221,925
2020	$905,027	$983,636	$1,390,510	$-78,609
2019	$1,250,629	$1,020,061	$812,095	$230,568

PERSONAL ONSITE DEVELOPMENT