NATIONAL DISABILITY INSTITUTE INC (EIN 204205838) - 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

2006

Legal Domicile

Principal Officer

THOMAS E FOLEY

Phone

2022962040

Tax Period

2023-01-01 to 2023-12-31

NATIONAL DISABILITY INSTITUTE INC, founded in 2006, is a mid-sized nonprofit in the Education sector that reported $10.9M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $9.4M left a modest 14% surplus.

Mission

SEE PART III, LINE 1.

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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 $6,057,155

Program Service Revenue $4,527,857

Investment Income $274,946

Other Revenue $5,170

TOTAL REVENUE $10,865,128

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,534,218

Fundraising Expenses $325,141

Program Expenses $8,399,283

Other Expenses $4,841,985

TOTAL EXPENSES $9,376,203

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,865,128	$11,530,176	-0.1%
Expenses	$9,376,203	$5,518,961	+0.7%
Net Income	$1,488,925	$6,011,215	-0.8%

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

$446,460

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL JENSEN	BOARD CHAIR	0.50	Officer Director	$0	$0	$0
PAULA KELLEY	VICE CHAIR	0.50	Director	$0	$0	$0
JANET HAMER	TREASURER	0.50	Officer Director	$0	$0	$0
DAN HARTNETT	SECRETARY	0.50	Officer Director	$0	$0	$0
ALEXANDRA MCARTHUR	BOARD MEMBER	0.50	Director	$0	$0	$0
JESSICA VANSCAVISH	BOARD MEMBER	0.50	Director	$0	$0	$0
KAMILAH MARTIN-PROCTOR	BOARD MEMBER	0.50	Director	$0	$0	$0
PAMELA OWENS	BOARD MEMBER	0.50	Director	$0	$0	$0
WIL LEWIS	BOARD MEMBER	0.50	Director	$0	$0	$0
SUSAN TACHAU	BOARD MEMBER (UNTIL 08/23)	0.50	Director	$0	$0	$0
ANDREW MCCARTNEY	BOARD MEMBER	0.50	Director	$0	$0	$0
OSCAR JIMENEZ-SOLOMON	BOARD MEMBER	0.50	Director	$0	$0	$0
THOMAS FOLEY	EXECUTIVE DIRECTOR	40.00	Officer	$223,157	$22,043	$245,200
ELIZABETH JENNINGS	DEPUTY DIRECTOR	40.00	Officer	$185,485	$15,775	$201,260
LAURA GLENECK	EMPLOYMENT DIVISION DIR.	40.00	Highest	$134,543	$18,649	$153,192
KATHY BRANNIGAN	DIRECTOR OF MARKETING	40.00	Highest	$126,577	$17,954	$144,531
GAIL WATSON	DIRECTOR OF FINANCE & HR	40.00	Highest	$118,189	$13,240	$131,429
RAMONIA ROCHESTER	DIRECTOR OF RESEARCH	40.00	Highest	$109,062	$9,017	$118,079
MARIA JARAMILLO	FINANCIAL EMPOWERMENT DIV. DIR	40.00	Highest	$104,804	$12,946	$117,750

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	No data	No data	No data	No data
2023	$10,865,128	$9,376,203	$13,489,820	$1,488,925
2022	$11,530,176	$5,518,961	$10,367,427	$6,011,215
2021	$4,131,666	$3,952,019	$4,364,302	$179,647
2020	$5,377,170	$4,765,522	$3,916,253	$611,648
2019	$3,602,376	$4,115,386	$3,420,733	$-513,010
2018	$4,370,876	$4,236,832	$4,025,488	$134,044

NATIONAL DISABILITY INSTITUTE INC