ACTION TOWARD INDEPENDENCE INC (EIN 141703075) - 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

1988

Legal Domicile

Principal Officer

GILLIAN KAISER

Phone

8457944228

Tax Period

2024-10-01 to 2025-09-30

ACTION TOWARD INDEPENDENCE INC, founded in 1988, is a community nonprofit in the Human Services sector that reported $1.5M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

ASSISTS DISABLED INDIVIDUALS TO LIVE INDEPENDENTLY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,487,531

Program Service Revenue $10,677

Investment Income $3

Other Revenue $0

TOTAL REVENUE $1,498,211

Expense Breakdown

Grants Paid $0

Salaries & Benefits $783,511

Fundraising Expenses $0

Program Expenses $1,348,203

Other Expenses $750,787

TOTAL EXPENSES $1,534,298

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,498,211	$1,263,344	+0.2%
Expenses	$1,534,298	$1,257,627	+0.2%
Net Income	$-36,087	$5,717	-7.3%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GILLIAN KAISER	PRESIDENT	1.00	Director	$0	$0	$0
LINDA AUMICK	VICE PRESIDENT	1.00	Director	$0	$0	$0
BARBARA CHUMARD	SECRETARY	1.00	Director	$0	$0	$0
CARL BERKOWITZ	TREASURER	1.00	Director	$0	$0	$0
MICHELLE EVANS	DIRECTOR	1.00	Director	$0	$0	$0
JAMES A SCHALCK	DIRECTOR	1.00	Director	$0	$0	$0
JOHN VASSEUR	DIRECTOR	1.00	Director	$0	$0	$0
STEVE MCLAUGHLIN	DIRECTOR	1.00	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	$1,498,211	$1,534,298	$1,198,042	$-36,087
2024	$1,263,344	$1,257,627	$1,200,464	$5,717
2023	$1,548,810	$1,536,893	$1,317,732	$11,917
2022	$1,557,058	$1,569,918	$1,365,032	$-12,860
2021	$1,015,240	$1,005,428	$343,475	$9,812
2020	$849,250	$830,324	$442,292	$18,926
2019	$950,688	$940,110	$266,882	$10,578
2018	$854,757	$835,280	$250,924	$19,477

ACTION TOWARD INDEPENDENCE INC