COMMUNITY INCLUSION SERVICES (EIN 263010938) - 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

2009

Legal Domicile

Principal Officer

JUDY PLETNIKOFF

Phone

9079421280

Tax Period

2023-01-01 to 2023-12-31

COMMUNITY INCLUSION SERVICES, founded in 2009, is a small nonprofit in the Health Care sector that reported $532K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $234K, a strong 44% operating margin.

Mission

TO GIVE CLIENTS AND THEIR FAMILIES OPPORTUNITIES FOR INCLUSIVE, SAFE AND MEANINGFUL LIVES. TO PROVIDE AN INNOVATIVE APPROACH TO LEARNING AND LIVING GROUNDED IN EVIDENCE BASED BEST PRACTICES AND IN ALLINCE WITH THE STATE OF ALASKA THE CORPORATION'S PURPOSE IS EXCLUSIVELY CHARITABLE WITHIN THE MEANING OF SECTION 501(C)(3) OF THE US INTERNAL REVENUE CODE.

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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 $6,050

Program Service Revenue $516,554

Investment Income $9,033

Other Revenue $0

TOTAL REVENUE $531,637

Expense Breakdown

Grants Paid $0

Salaries & Benefits $174,679

Fundraising Expenses $0

Program Expenses $297,290

Other Expenses $122,611

TOTAL EXPENSES $297,290

Year-over-Year Comparison

	2023	2022	Change
Revenue	$531,637	$389,319	+0.4%
Expenses	$297,290	$239,278	+0.2%
Net Income	$234,347	$150,041	+0.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE PETRICH	PRESIDENT	12.00	Officer Director	$0	$0	$0
JUDITH A PLETNIKOFF	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
GREGORY ZADINA	DIRECTOR	5.00	Director	$0	$0	$0
BRIAN CLEARY	DIRECTOR	5.00	Director	$0	$0	$0
YVONNE SCHOFIELD CLEARY	TREASURER	1.50	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	$531,637	$297,290	$1,081,237	$234,347
2022	$389,319	$239,278	$920,363	$150,041
2021	$334,763	$242,257	$774,718	$92,506
2021	$337,763	$242,819	$777,156	$94,944
2020	$369,940	$274,535	$686,514	$95,405
2018	$278,298	$480,078	$585,158	$-201,780

COMMUNITY INCLUSION SERVICES