SOCIETY TO AID RETARDED INC

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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

1974

Legal Domicile

Phone

3105428895

Tax Period

2025-01-01 to 2025-12-31

SOCIETY TO AID RETARDED INC, founded in 1974, is a community nonprofit in the Human Services sector that reported $4.6M in total revenue in fiscal year 2025. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.7M, a strong 36% operating margin.

Mission

Program maintains four properties and provides managed care for 25 adult residents with developmental disabilities.

Program Service Accomplishments

Program 1

Expenses: $2,696,322 Revenue: $4,577,382

PROVIDE HOUSING FOR DEVELOPMENTALLY DISABLED ADULTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $4,283,215

Program Service Revenue $75,847

Investment Income $218,320

Other Revenue $0

TOTAL REVENUE $4,577,382

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,356,426

Fundraising Expenses $8,274

Program Expenses $2,696,322

Other Expenses $555,159

TOTAL EXPENSES $2,911,585

Year-over-Year Comparison

	2025	2024	Change
Revenue	$4,577,382	$4,039,857	+0.1%
Expenses	$2,911,585	$2,850,591	+0.0%
Net Income	$1,665,797	$1,189,266	+0.4%

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

$241,028

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAMELA BRODERICK	CEO	40.00	Officer	$170,429	$0	$170,429
SUZANNE PUENTE	CFO	30.00	Officer	$70,599	$0	$70,599
THERESA MOSSBERG	MEMBER	1.00	Director	$0	$0	$0
KAREN SHIMABUKURO	MEMBER	1.00	Director	$0	$0	$0
MORRIS RICE	PRESIDENT	1.00	Director	$0	$0	$0
YOSHIDA SHIGEYOSHI	MEMBER	1.00	Director	$0	$0	$0
MARY GRACE	SECRETARY	1.00	Officer	$0	$0	$0
PAUL BARROW	TREASURER	5.00	Officer	$0	$0	$0
ANDREA CANULLO	VICE PRESIDENT	5.00	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	$4,577,382	$2,911,585	$12,981,246	$1,665,797
2024	No data	No data	No data	No data
2023	$6,102,706	$2,548,691	$10,031,096	$3,554,015
2022	$3,183,485	$1,738,386	$6,417,088	$1,445,099
2021	$2,601,950	$1,287,133	$4,875,250	$1,314,817
2020	$1,415,198	$1,223,908	$3,528,205	$191,290
2019	$1,317,797	$1,042,067	$3,299,104	$275,730
2018	$2,065,591	$1,064,413	$3,007,591	$1,001,178