Cincinnati Association for the Blind and Visually Impaired (EIN 310538511) - 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

1911

Legal Domicile

Principal Officer

Teri Shirk

Phone

5132218558

Tax Period

2024-01-01 to 2024-12-31

Cincinnati Association for the Blind and Visually Impaired, founded in 1911, is a mid-sized nonprofit in the Human Services sector that reported $11.6M in total revenue in fiscal year 2024. Expenses of $13.6M exceeded revenue, resulting in a 17% operating deficit.

Mission

Empowering people who are blind or visually impaired with opportunities to seek independence.

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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 $2,265,174

Program Service Revenue $2,344,243

Investment Income $355,775

Other Revenue $6,669,816

TOTAL REVENUE $11,635,008

Expense Breakdown

Grants Paid $233,164

Salaries & Benefits $9,714,243

Fundraising Expenses $399,065

Program Expenses $10,113,806

Other Expenses $3,667,909

TOTAL EXPENSES $13,615,316

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,635,008	$11,432,406	+0.0%
Expenses	$13,615,316	$12,945,426	+0.1%
Net Income	$-1,980,308	$-1,513,020	+0.3%

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

219

Volunteers

936

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

$526,534

Total Directors

Key Employees

$552,237

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Roger G Caldwell	Trustee - Exited 4/24	1.00	Director	$0	$0	$0
Lee Cassiere	Trustee	1.00	Director	$0	$0	$0
Robin Chadwick	Trustee	1.00	Director	$0	$0	$0
Sanserrae Frazier	Vice Chair	2.00	Officer Director	$0	$0	$0
Brenda Gumbs	Trustee - Exited 12/24	1.00	Director	$0	$0	$0
Deborah Kendrick	Trustee	1.00	Director	$0	$0	$0
Luke B Lindsell MD	Trustee - Exited 4/24	1.00	Director	$0	$0	$0
Michael A Mize II	Trustee	1.00	Director	$0	$0	$0
Timothy G Powell	Treasurer	2.00	Officer Director	$0	$0	$0
Norma Rashid	Trustee	1.00	Director	$0	$0	$0
Benjamin M Rosensweet	Trustee	1.00	Director	$0	$0	$0
Mary Rust	Trustee	2.00	Director	$0	$0	$0
Kelly Schlafman	Trustee	1.00	Director	$0	$0	$0
Joe Sgro	Trustee	1.00	Director	$0	$0	$0
Stephanie A Smith	Trustee	1.00	Director	$0	$0	$0
John W Tolos	Trustee - Exited 4/24	1.00	Director	$0	$0	$0
Dennis W Dern	Trustee - Exited 4/24	1.00	Director	$0	$0	$0
Kim Ravenhall	Trustee - Exited 4/24	1.00	Director	$0	$0	$0
Tim Smith	Board Chair	3.00	Officer Director	$0	$0	$0
Glen G Vogel	Past Board Chair	2.00	Officer Director	$0	$0	$0
Patti Weller-Bresler	Secretary	2.00	Officer Director	$0	$0	$0
Dan Staley	Trustee - Started 4/24	1.00	Director	$0	$0	$0
Christopher Riemann	Trustee - Started 4/24	1.00	Director	$0	$0	$0
Teri J Shirk	President/CEO	60.00	Officer	$281,557	$30,107	$311,664
Monica L Braddock	CFO	55.00	Officer	$199,919	$14,951	$214,870
Kimberly M McNeer	VP Human Resources	55.00	Key Emp	$173,248	$23,409	$196,657
Aaron Bley	Chief Mission Officer	55.00	Key Emp	$165,748	$13,509	$179,257
Jennifer C Alvis	VP Business Development	55.00	Key Emp	$155,514	$20,809	$176,323
Thomas G Crawford	Director of State and Commercial Sales	55.00	Highest	$114,860	$0	$114,860
Annette M Leal	CMS Supervisor	55.00	Highest	$110,519	$0	$110,519
Stephen A Caruso	Director of Federal Sales and Government Relations	55.00	Highest	$106,835	$2,203	$109,038

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	$11,635,008	$13,615,316	$39,870,515	$-1,980,308
2023	$11,432,406	$12,945,426	$40,049,143	$-1,513,020
2022	$12,078,541	$13,083,832	$40,631,042	$-1,005,291
2021	$12,376,472	$11,480,876	$47,537,282	$895,596
2020	$12,436,368	$11,427,595	$44,328,815	$1,008,773
2019	$11,509,657	$10,686,485	$38,796,007	$823,172
2018	$10,307,039	$10,213,473	$34,091,270	$93,566

Cincinnati Association for the Blind and Visually Impaired