ACCLIVUS INC (EIN 273108215) - 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

2010

Legal Domicile

Principal Officer

LEVON STONE SR

Phone

7733194211

Tax Period

2023-01-01 to 2023-12-31

ACCLIVUS INC, founded in 2010, is a mid-sized nonprofit in the Health Care sector that reported $13.5M in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum.

Mission

TO SUPPORT COMMUNITY HEALTH AND WELL-BEING FOR CHICAGO AREA POPULATIONS AT RISK FOR VIOLENCE AND OTHER NEGATIVE HEALTH OUTCOMES.

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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 $13,474,853

Program Service Revenue $0

Investment Income $84

Other Revenue $332

TOTAL REVENUE $13,475,269

Expense Breakdown

Grants Paid $4,145,147

Salaries & Benefits $7,740,903

Fundraising Expenses $0

Program Expenses $12,337,104

Other Expenses $1,607,042

TOTAL EXPENSES $13,493,092

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,475,269	$9,994,871	+0.3%
Expenses	$13,493,092	$10,132,570	+0.3%
Net Income	$-17,823	$-137,699	-0.9%

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

160

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

$473,350

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR RICHARD GARDNER SR	CHAIRPERSON	0.50	Officer Director	$0	$0	$0
ZARENA LEBLANC	SECRETARY	0.50	Officer Director	$0	$0	$0
LAURA NG	TREASURER	0.50	Officer Director	$0	$0	$0
FALLON WILLIS	BOARD MEMBER	0.50	Director	$0	$0	$0
DR ASHLEY WOLF	BOARD MEMBER	0.50	Director	$0	$0	$0
DR YALAUNDA THOMAS	BOARD MEMBER	0.50	Director	$0	$0	$0
LEVON STONE SR	CHIEF EXECUTIVE OFFICER	40.00	Officer	$158,202	$11,425	$169,627
SHEILA REGAN	CHIEF OPERATING OFFICER	40.00	Officer	$158,439	$7,534	$165,973
DIVONTE LUMPKIN	CHIEF FINANCIAL OFFICER	40.00	Officer	$129,594	$8,156	$137,750
BAMANI OBADELE	COMMUNITY ENGAGEMENT DIRECTOR	40.00	Highest	$124,712	$8,156	$132,868

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
2023	$13,475,269	$13,493,092	$6,506,059	$-17,823
2022	$9,994,871	$10,132,570	$1,485,389	$-137,699
2021	$9,391,345	$8,263,377	$1,863,590	$1,127,968
2020	$3,986,529	$3,802,134	$2,216,635	$184,395
2019	$1,684,894	$1,667,637	$864,124	$17,257
2019	$1,539,343	$1,167,557	$761,398	$371,786

ACCLIVUS INC