Boca Raton Society for the Disabled (EIN 237000096) - 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

1968

Legal Domicile

Principal Officer

Lisa Mundell

Phone

5613914874

Tax Period

2024-10-01 to 2025-09-30

Boca Raton Society for the Disabled, founded in 1968, is a small nonprofit in the Human Services sector that reported $267K in total revenue in fiscal year 2024. Expenses of $313K exceeded revenue, resulting in a 17% operating deficit.

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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 $168,655

Program Service Revenue $97,874

Investment Income $898

Other Revenue $0

TOTAL REVENUE $267,427

Expense Breakdown

Grants Paid $0

Salaries & Benefits $198,076

Fundraising Expenses $27,088

Program Expenses $257,472

Other Expenses $114,529

TOTAL EXPENSES $312,605

Year-over-Year Comparison

	2024	2023	Change
Revenue	$267,427	$280,659	0.0%
Expenses	$312,605	$290,370	+0.1%
Net Income	$-45,178	$-9,711	+3.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Donna Sayrs	Director	N/A	Director	$0	$0	$0
Shaunn Alderman	Director	N/A	Director	$0	$0	$0
Paul Elsken	Director	N/A	Director	$0	$0	$0
Kevin Rafferty	Treasurer	002.00	Officer	$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	$267,427	$312,605	$629,495	$-45,178
2024	$280,659	$290,370	$683,605	$-9,711
2023	$262,571	$265,381	$696,129	$-2,810
2022	$268,060	$228,307	$700,121	$39,753
2021	$290,048	$167,113	$671,258	$122,935
2018	$235,396	$192,882	$521,700	$42,514

Boca Raton Society for the Disabled