SOCIETY'S ASSETS INC (EIN 237417643) - 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

Principal Officer

KARL KOPP

Phone

2626379128

Tax Period

2024-07-01 to 2025-06-30

SOCIETY'S ASSETS INC, founded in 1974, is a community nonprofit in the Employment sector that reported $3.8M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $4.2M exceeded revenue, resulting in a 11% operating deficit.

Mission

HELP DISABLED PERSONS LIVE INDEPENDENTLY. TO ENSURE THE RIGHTS OF ALL PERSONS WITH DISABILITIES TO LIVE AND FUNCTION AS INDEPENDENTLY AS POSSIBLE IN THE COMMUNITY OF THEIR CHOICE THROUGH SUPPORTING INDIVIDUALS EFFORT TO ACHIEVE CONTROL OVER THEIR LIVES AND BECOME INTEGRATED INTO COMMUNITY LIFE.

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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 $496,290

Program Service Revenue $3,098,566

Investment Income $219,259

Other Revenue $-18,254

TOTAL REVENUE $3,795,861

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,168,259

Fundraising Expenses $0

Program Expenses $4,064,788

Other Expenses $1,057,040

TOTAL EXPENSES $4,225,299

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,795,861	$4,020,974	-0.1%
Expenses	$4,225,299	$4,193,867	+0.0%
Net Income	$-429,438	$-172,893	+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

198

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

$108,047

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARL KOPP	EXECUTIVE DIRECTOR	40.00	Key Emp	$101,358	$0	$108,047
ADRIENNE STIGER	BOARD MEMBER	1.00	Director	$0	$0	$0
LARRY HAAS	BOARD MEMBER	1.00	Director	$0	$0	$0
JACQUELINE SIANA	BOARD MEMBER	1.00	Director	$0	$0	$0
MARTY HUTCHINGS	BOARD MEMBER	1.00	Director	$0	$0	$0
JACQUELINE SLANA	VICE-CHAIRPERSON	2.00	Officer Director	$0	$0	$0
JOHN MURPHY	BOARD MEMBER	2.00	Director	$0	$0	$0
TERRI GILLILAND	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
ERIC BERTELSEN	SEC/TREAS	2.00	Officer Director	$0	$0	$0
MARY LIPPERT	BOARD MEMBER	1.00	Director	$0	$0	$0
SHANNON KAFURA	BOARD MEMBER	1.00	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
2025	$3,795,861	$4,225,299	$10,541,304	$-429,438
2024	$4,020,974	$4,193,867	$10,708,161	$-172,893
2023	$4,579,767	$4,519,408	$9,768,471	$60,359
2022	$5,804,007	$5,461,773	$8,841,144	$342,234
2021	$8,553,625	$6,907,966	$11,118,310	$1,645,659
2020	$8,115,876	$8,339,829	$9,746,055	$-223,953
2019	$9,199,784	$9,977,500	$8,316,464	$-777,716

SOCIETY'S ASSETS INC