SPECIAL NEEDS ALLIANCE INC (EIN 262510611) - 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

2007

Legal Domicile

Principal Officer

TARA ANNE PLEAT

Phone

5205461005

Tax Period

2024-01-01 to 2024-12-31

SPECIAL NEEDS ALLIANCE INC, founded in 2007, is a small nonprofit in the Community Improvement sector that reported $644K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $620K left a modest 4% surplus.

Mission

SPECIAL NEEDS ALLIANCE, INC'S MISSION IS TO SUPPORT ITS MEMBERS AND THE COMMUNITIES THEY SERVE THROUGH :* PUBLIC POLICY ADVOCACY AT NATIONAL AND LOCAL LEVELS* EDUCATION ON ISSUES AND PLANNING STRATEGIES THAT AFFECT PEOPLE WITH DISABILITIES AND THEIR FAMILES* COLLEGIALITY AND PROFESSIONAL DEVELOPMENT

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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 $545,701

Program Service Revenue $84,844

Investment Income $13,639

Other Revenue $0

TOTAL REVENUE $644,184

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,083

Fundraising Expenses $0

Program Expenses $620,141

Other Expenses $572,058

TOTAL EXPENSES $620,141

Year-over-Year Comparison

	2024	2023	Change
Revenue	$644,184	$568,014	+0.1%
Expenses	$620,141	$569,104	+0.1%
Net Income	$24,043	$-1,090	-23.1%

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

N/A

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
AMY C O'HARA	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
BRYN POLAND	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
TARA ANNE PLEAT	PRESIDENT	2.00	Officer Director	$0	$0	$0
ROBERT F BROGAN	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
CHRISTOPHER W SMITH	TREASURER	2.00	Officer Director	$0	$0	$0
LEONARD ANDERSON	DIRECTOR	2.00	Director	$0	$0	$0
ROXANNE J CHANG	DIRECTOR	2.00	Director	$0	$0	$0
EMILY A DONALDSON	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW T SMITH	DIRECTOR	2.00	Director	$0	$0	$0
EMMA HEMNESS	DIRECTOR	2.00	Director	$0	$0	$0
ELENA A LIDRBAUCH	DIRECTOR	2.00	Director	$0	$0	$0
REBECCA MORGAN	DIRECTOR	2.00	Director	$0	$0	$0
ETHAN J ORDOG	DIRECTOR	2.00	Director	$0	$0	$0
LARRY H ROCAMORA	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH FRIMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
JACOB MENASHE	DIRECTOR	2.00	Director	$0	$0	$0
BENJAMIN A RUBIN	DIRECTOR	2.00	Director	$0	$0	$0
EMILY B KILE	DIRECTOR	2.00	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
2024	$644,184	$620,141	$689,449	$24,043
2023	$568,014	$569,104	$646,706	$-1,090
2022	$507,723	$571,145	$625,174	$-63,422
2021	$410,115	$380,965	$747,765	$29,150
2020	$308,445	$352,353	$687,826	$-43,908
2019	$429,926	$479,454	$695,051	$-49,528
2018	$434,216	$416,888	$708,573	$17,328

SPECIAL NEEDS ALLIANCE INC