PERSONAL ASSISTANCE OPTIONS INC (EIN 010630527) - 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

2002

Legal Domicile

Principal Officer

MARK GANDY

Phone

9898378350

Tax Period

2023-10-01 to 2024-09-30

PERSONAL ASSISTANCE OPTIONS INC, founded in 2002, is a community nonprofit in the Human Services sector that reported $3.3M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year.

Mission

TO PROVIDE SUPPORT TO INDIVIDUALS WITH DISABILITIES BASED ON THEIR PERSONAL NEEDS AND GOALS.

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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 $3,262,910

Program Service Revenue $8,010

Investment Income $12,117

Other Revenue $5,606

TOTAL REVENUE $3,288,643

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,135,606

Fundraising Expenses $0

Program Expenses $2,797,515

Other Expenses $241,896

TOTAL EXPENSES $3,377,502

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,288,643	$3,707,943	-0.1%
Expenses	$3,377,502	$3,742,588	-0.1%
Net Income	$-88,859	$-34,645	+1.6%

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

$45,554

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK GANDY	PRESIDENT	0.50	Officer Director	$0	$0	$0
LORI ISENHART	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
MELISSA HEADLAND-DIEHL	SECRETARY	0.50	Officer Director	$0	$0	$0
BARBARA JUNGA	TREASURER	0.50	Officer Director	$0	$0	$0
ANDY THOMPSON	DIRECTOR	0.50	Director	$0	$0	$0
TAYLOR HESCH	DIRECTOR	0.50	Director	$0	$0	$0
DONNA CLOUGH	DIRECTOR	0.50	Director	$0	$0	$0
DIRK ZINKWEG	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTINE QUINN	EXECUTIVE DI	40.00	Officer	$45,554	$0	$45,554

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	$3,288,643	$3,377,502	$1,192,663	$-88,859
2023	$3,707,943	$3,742,588	$1,497,037	$-34,645
2022	$3,747,785	$3,639,082	$1,429,802	$108,703
2021	$3,443,701	$3,522,044	$1,237,446	$-78,343
2021	$3,443,701	$3,522,044	$1,237,446	$-78,343
2020	$3,533,059	$3,032,834	$1,293,797	$500,225
2019	$2,528,229	$2,489,912	$716,533	$38,317
2018	$2,212,598	$2,311,629	$628,526	$-99,031

PERSONAL ASSISTANCE OPTIONS INC