SOCIETY TO AID RETARDED INC (EIN 237404832) - 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

1974

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

SOCIETY TO AID RETARDED INC, founded in 1974, is a community nonprofit in the Human Services sector that reported $6.1M in total revenue in fiscal year 2023. Revenue surged 92% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.6M, a strong 58% operating margin.

Mission

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

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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 $5,989,436

Program Service Revenue $0

Investment Income $113,270

Other Revenue $0

TOTAL REVENUE $6,102,706

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,057,717

Fundraising Expenses $9,012

Program Expenses $2,440,706

Other Expenses $490,974

TOTAL EXPENSES $2,548,691

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,102,706	$3,183,485	+0.9%
Expenses	$2,548,691	$1,738,386	+0.5%
Net Income	$3,554,015	$1,445,099	+1.5%

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

$182,993

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAMELA BRODERICK	CEO	40.00	Officer	$114,792	$768	$115,560
SUZANNE PUENTE	CFO	30.00	Officer	$67,433	$0	$67,433
THERESA MOSSBERG	MEMBER	1.00	Director	$0	$0	$0
DAVID YATES	CHAIRMAN OF THE BOARD EMERITU	1.00	Director	$0	$0	$0
YOSHIDA SHIGEYOSHI	SECRETARY	1.00	Officer Director	$0	$0	$0
MARY GRACE	TREASURER	1.00	Officer Director	$0	$0	$0
KAREN SHIMABUKURO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MORRIS RICE	CHAIRMAN OF THE BOARD	1.00	Officer Director	$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
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

SOCIETY TO AID RETARDED INC