PROACT INC (EIN 237239408) - 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

1972

Legal Domicile

Principal Officer

JUDIE FOSTER-LUPKIN

Phone

6516860405

Tax Period

2024-07-01 to 2025-06-30

PROACT INC, founded in 1972, is a mid-sized nonprofit in the Employment sector that reported $13.5M in total revenue in fiscal year 2024. Expenses of $12.0M left a modest 11% surplus.

Mission

TO PROVIDE PERSON-CENTERED SERVICES THAT ENHANCES THE QUALITY OF LIFE FOR PEOPLE WITH DISABILITIES IN THE AREAS OF EMPLOYMENT, LIFE SKILLS, AND COMMUNITY INCLUSION.

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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 $246,235

Program Service Revenue $12,528,965

Investment Income $627,988

Other Revenue $134,316

TOTAL REVENUE $13,537,504

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,277,417

Fundraising Expenses $0

Program Expenses $10,384,028

Other Expenses $2,757,351

TOTAL EXPENSES $12,034,768

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,537,504	$12,561,175	+0.1%
Expenses	$12,034,768	$11,425,687	+0.1%
Net Income	$1,502,736	$1,135,488	+0.3%

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

196

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

$511,055

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE QUIRK	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN KNAPP	VICE CHAIR	2.00	Officer Director	$0	$0	$0
CHARLES DENET	TREASURER	2.00	Officer Director	$0	$0	$0
JAMES LOUWAGIE	DIRECTOR	2.00	Director	$0	$0	$0
JOHN CHRISTIANSEN	DIRECTOR	2.00	Director	$0	$0	$0
MARTY STAPLETON	DIRECTOR	2.00	Director	$0	$0	$0
MARY ELLEN LEARY	CHAIR	2.00	Officer Director	$0	$0	$0
PAT JONES	DIRECTOR	2.00	Director	$0	$0	$0
PAUL KRAMP	SECRETARY	2.00	Officer Director	$0	$0	$0
TERI MCCLOUGHAN	DIRECTOR	2.00	Director	$0	$0	$0
JUDIE FOSTER-LUPKIN	PRESIDENT/CEO	40.00	Officer	$190,760	$31,680	$222,440
JO ANN PEINE	HUMAN RESOURCES DIRECTOR	40.00	Officer	$119,048	$38,729	$157,777
MELISSA MUNCE	FINANCE DIRECTOR	40.00	Officer	$119,892	$10,946	$130,838

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	$13,537,504	$12,034,768	$28,115,192	$1,502,736
2024	$12,561,175	$11,425,687	$26,873,713	$1,135,488
2023	$13,647,064	$11,279,604	$25,425,676	$2,367,460
2022	$14,695,525	$10,693,339	$22,369,538	$4,002,186
2021	$13,846,573	$10,428,486	$21,050,416	$3,418,087
2020	$14,376,055	$15,018,999	$18,050,859	$-642,944
2019	$18,087,872	$17,538,818	$17,095,011	$549,054

PROACT INC