PERCO INC

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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

1973

Legal Domicile

Principal Officer

LARRY SAFFELL

Phone

7403425156

Tax Period

2023-01-01 to 2023-12-31

PERCO INC, founded in 1973, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $247K, a strong 22% operating margin.

Mission

TO PROVIDE MEANINGFUL WORK AND TRAINING OPPORTUNITIES TO ELIGIBLE INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES.

Program Service Accomplishments

Program 1

Expenses: $662,676 Revenue: $1,092,471

PERCO'S PRIORITY IS TO GUIDE INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO LEARN AND SUCCEED. WE WORK WITH AIDING EACH INDIVIDUAL IN ACHIEVING THE OUTCOME THEY HAVE SET FOR...

PERCO'S PRIORITY IS TO GUIDE INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO LEARN AND SUCCEED. WE WORK WITH AIDING EACH INDIVIDUAL IN ACHIEVING THE OUTCOME THEY HAVE SET FOR THEMSELVES. AN INDIVIDUAL HAS THE OPPORTUNITY TO MAKE INDEPENDENT CHOICES THAT WILL IMPACT THEIR DAILY LIVES. INDIVIDUALS ARE IN A TRAINING ENVIRONMENT THAT IS SAFE AND ENJOYABLE. WE PROVIDE MENTORING TO ASSIST INDIVIDUALS TO REACH THEIR FULL POTENTIAL. OUR GOAL IS TO PROVIDE PROFESSIONAL SERVICES THAT ALLOW INDIVIDUALS TO ENJOY THEIR TIME WHILE AT PERCO INC.

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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 $12,986

Program Service Revenue $1,092,471

Investment Income $21,521

Other Revenue $13,513

TOTAL REVENUE $1,140,491

Expense Breakdown

Grants Paid $2,377

Salaries & Benefits $601,572

Fundraising Expenses $0

Program Expenses $662,676

Other Expenses $289,855

TOTAL EXPENSES $893,804

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,140,491	$1,296,433	-0.1%
Expenses	$893,804	$962,620	-0.1%
Net Income	$246,687	$333,813	-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

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

$109,334

Total Directors

$5,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAY BARNHART	DIRECTOR	40.00	Officer	$108,334	$0	$108,334
JOHN DAN BETHEL	BOARD MEMBER	1.00	Director	$1,000	$0	$1,000
JANELLE FINCK	BOARD MEMBER	1.00	Director	$1,000	$0	$1,000
ROSEMARY FISHER	BOARD MEMBER	1.00	Director	$1,000	$0	$1,000
LARRY SAFFELL	PRESIDENT	1.00	Officer Director	$1,000	$0	$1,000
ROBERT CHAD WINEGARDNER	BOARD MEMBER	1.00	Director	$1,000	$0	$1,000

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	$1,140,491	$893,804	$2,790,837	$246,687
2022	$1,296,433	$962,620	$2,503,053	$333,813
2021	$1,301,132	$888,422	$2,236,174	$412,710
2020	$1,190,472	$716,899	$1,811,599	$473,573
2019	$1,094,092	$794,549	$1,326,631	$299,543
2018	$1,043,274	$902,502	$1,033,319	$140,772