ABILITY PARTNERS FOUNDATION (EIN 264419177) - 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

DARRELL WHITBECK

Phone

5853346000

Tax Period

2024-07-01 to 2025-06-30

ABILITY PARTNERS FOUNDATION, founded in 2009, is a small nonprofit in the Human Services sector that reported $598K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $225K, a strong 38% operating margin.

Mission

THE ABILITY PARTNERS FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION ESTABLISHED TO RAISE AND GENERATE FUNDS THAT WILL PROMOTE, SUPPORT, AND AUGMENT THE CONTINUATION OF LONG-TERM SERVICES FOR PEOPLE WITH DISABLITIES OFFERED THROUGH CP ROCHESTER, HAPPINESS HOUSE, AND ROCHESTER REHABILITATION IN THE FINGER LAKES AND GREATER ROCHESTER AREAS INCLUDING ONTARIO, SENECA, YATES, WAYNE, LIVINGSTON, MONROE, AND ORLEANS COUNTIES.

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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 $449,043

Program Service Revenue $0

Investment Income $185,709

Other Revenue $-36,814

TOTAL REVENUE $597,938

Expense Breakdown

Grants Paid $94,172

Salaries & Benefits $183,192

Fundraising Expenses $0

Program Expenses $94,172

Other Expenses $95,506

TOTAL EXPENSES $372,870

Year-over-Year Comparison

	2024	2023	Change
Revenue	$597,938	$654,476	-0.1%
Expenses	$372,870	$370,251	+0.0%
Net Income	$225,068	$284,225	-0.2%

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

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

$614,246

Total Directors

$614,246

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK COLEMAN	DIRECTOR	1.00	Director	$0	$0	$0
NICK TESTA	DIRECTOR	1.00	Director	$0	$0	$0
ELSA STEO	DIRECTOR	1.00	Director	$0	$0	$0
ANN KURZ	DIRECTOR (PART YEAR)	1.00	Director	$0	$0	$0
LEE CURTIS	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD HAWKS JR	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
DIANA SMITH	DIRECTOR (PART YEAR)	1.00	Director	$0	$0	$0
PAUL DAVIDSON	DIRECTOR	1.00	Director	$0	$0	$0
AMY CRAM	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE FRANGENBERG	DIRECTOR	1.00	Director	$0	$0	$0
JEANIE SMITH	DIRECTOR	1.00	Director	$0	$0	$0
EILEEN GAGE	CHAIR	1.00	Officer Director	$0	$0	$0
JOYCE W WEIR	SECRETARY	1.00	Officer Director	$0	$0	$0
ROY BEECHER	TREASURER	1.00	Officer Director	$0	$0	$0
JEFFREY BAKER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL COPPOLA	DIRECTOR	1.00	Director	$0	$0	$0
DARRELL J WHITBECK	PRESIDENT AND CEO	4.00	Officer Director	$0	$34,898	$248,415
JACQUELINE HAWKS LYTTLE	VP FOUNDATION & DEVELOPMENT	1.00	Officer Director	$0	$0	$130,641
RENE SANDRONI	CFO	1.00	Officer Director	$0	$11,801	$116,521
CHERYL SCHAEFFER COPPOLA	VP FOUNDATION & DEVELOPMENT (PART YEAR)	1.00	Officer Director	$0	$8,627	$118,669

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	$597,938	$372,870	$5,511,719	$225,068
2024	No data	No data	No data	No data
2023	$591,177	$437,382	$4,380,502	$153,795
2022	$709,925	$363,464	$3,990,566	$346,461
2021	$503,419	$317,648	$4,205,111	$185,771
2020	$439,478	$435,282	$3,249,153	$4,196
2019	$538,746	$540,168	$3,270,958	$-1,422

ABILITY PARTNERS FOUNDATION