SOUTHERN TIER ASSOCIATION FOR THE … - Form 990 Financial Data

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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

1921

Legal Domicile

Principal Officer

TIMOTHY HERTLEIN

Phone

6077341554

Tax Period

2023-07-01 to 2024-06-30

SOUTHERN TIER ASSOCIATION FOR THE VISUAL, founded in 1921, is a community nonprofit in the Diseases & Disorders sector that reported $1.2M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $285K, a strong 25% operating margin.

Mission

TO ASSIST INDIVIDUALS WHO ARE BLIND OR VISUALLY IMPAIRED THROUGH SERVICES AND EMPLOYMENT OPPORTUNITIES.

Program Service Accomplishments

Program 1

Expenses: $506,763 Revenue: $604,948

SPECIAL SERVICES MOBILITY INSTRUCTION, REHABILITATION FOR THE VISUALLY IMPAIRED, AND WORKSHOP EMPLOYMENT TRAINING FOR THE VISUALLY IMPAIRED.

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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 $3,100

Program Service Revenue $3,206

Investment Income $551,910

Other Revenue $601,742

TOTAL REVENUE $1,159,958

Expense Breakdown

Grants Paid $0

Salaries & Benefits $679,224

Fundraising Expenses $0

Program Expenses $506,763

Other Expenses $195,642

TOTAL EXPENSES $874,866

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,159,958	$1,024,005	+0.1%
Expenses	$874,866	$849,221	+0.0%
Net Income	$285,092	$174,784	+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

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

$235,401

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN BLEILER	PRESIDENT	10.00	Officer Director	$0	$0	$0
CHERIE LOSEY	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
NANCY BRAGG	TREASURER	6.00	Officer Director	$0	$0	$0
BONNIE SPECCHIO	SECRETARY	6.00	Officer Director	$0	$0	$0
GAIL CORDES	DIRECTOR	4.00	Director	$0	$0	$0
TAMARA GURNSEY	DIRECTOR	4.00	Director	$0	$0	$0
GAIL LAMPMAN	DIRECTOR	4.00	Director	$0	$0	$0
MARK SPECCHIO	DIRECTOR	4.00	Director	$0	$0	$0
MARIE WHITTENHALL	DIRECTOR	4.00	Director	$0	$0	$0
TIMOTHY HERTLEIN	CEO	40.00	Officer	$184,772	$50,629	$235,401

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	$1,159,958	$874,866	$10,114,011	$285,092
2023	$1,024,005	$849,221	$9,476,415	$174,784
2022	$126,184	$882,316	$9,397,395	$-756,132
2021	$2,109,518	$796,267	$10,117,176	$1,313,251
2020	$938,119	$824,635	$8,881,748	$113,484

SOUTHERN TIER ASSOCIATION FOR THE VISUAL