DOWN SYNDROME INFORMATION ALLIANCE (EIN 201702399) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

LISA SOTELO

Phone

9166581686

Tax Period

2023-01-01 to 2023-12-31

DOWN SYNDROME INFORMATION ALLIANCE, founded in 2004, is a micro nonprofit in the Human Services sector that reported $37K in total revenue in fiscal year 2023. Revenue surged 340% from the prior year, signaling strong growth momentum. The organization ran a surplus of $17K, a strong 45% operating margin.

Mission

SOCIAL NETWORKING AND PEER SUPPORT FOR FAMILIES, COMMUNITY OUTREACH, PUBLIC EDUCATION AND AWARENESS OF DOWN SYNDROME

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $37,198

Program Service Revenue $0

Investment Income $35

Other Revenue $0

TOTAL REVENUE $37,233

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,454

Fundraising Expenses $0

Program Expenses $20,292

Other Expenses $16,856

TOTAL EXPENSES $20,310

Year-over-Year Comparison

	2023	2022	Change
Revenue	$37,233	$8,459	+3.4%
Expenses	$20,310	$4,000	+4.1%
Net Income	$16,923	$4,459	+2.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$2,996

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA SOTELO	PRESIDENT DIRECTOR	10.00	Officer Director	$0	$0	$0
MELISSA WILLS	SECRETARY DIRECTOR	5.00	Officer Director	$0	$0	$0
ROSA RAI	CFO DIRECTOR	5.00	Officer Director	$0	$0	$0
NANCY MUIR	DIRECTOR	5.00	Director	$0	$0	$0
AMIE GARRABRANTS	DIRECTOR	5.00	Director	$0	$0	$0
MICHELE GUILLEN	DIRECTOR	5.00	Director	$0	$0	$0
HEATHER WINGATE	DIRECTOR	5.00	Director	$0	$0	$0
HEATHER SCOTT	KEY EMPLOYEE	20.00	Key Emp	$2,996	$0	$2,996

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	$37,233	$20,310	$98,684	$16,923

DOWN SYNDROME INFORMATION ALLIANCE