Miami Valley Down Syndrome Association (EIN 311179236) - 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

1986

Legal Domicile

Principal Officer

Mark Cox PhD

Phone

9375760779

Tax Period

2022-01-01 to 2022-12-31

Miami Valley Down Syndrome Association, founded in 1986, is a small nonprofit in the Human Services sector that reported $141K in total revenue in fiscal year 2022. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $210K exceeded revenue, resulting in a 49% operating deficit.

Mission

To improve the lives of individuals with Down Syndrome by providing information, resources, and support to individuals with Down Syndrome, their families, and their communities.

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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 (2022)

Revenue Breakdown

Contributions & Grants $140,014

Program Service Revenue $0

Investment Income $1,268

Other Revenue $0

TOTAL REVENUE $141,282

Expense Breakdown

Grants Paid $20,833

Salaries & Benefits $90,738

Fundraising Expenses $34,332

Program Expenses $132,719

Other Expenses $98,521

TOTAL EXPENSES $210,092

Year-over-Year Comparison

	2022	2021	Change
Revenue	$141,282	$187,507	-0.2%
Expenses	$210,092	$186,202	+0.1%
Net Income	$-68,810	$1,305	-53.7%

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

200

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

$63,555

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Emily Kocjan	President	1.50	Officer Director	$0	$0	$0
Maurice McDonald	Vice President	1.50	Officer Director	$0	$0	$0
Mark Sarver	Treasurer	1.50	Officer Director	$0	$0	$0
Melissa Galbreath	Recording Secretary	1.50	Officer Director	$0	$0	$0
Lauren Becker	Member at Large	1.00	Director	$0	$0	$0
Rob Millhouse	Member at Large	1.00	Director	$0	$0	$0
Eugene Hurst	Member at Large	1.00	Director	$0	$0	$0
Willie Cox	Executive Director	40.00	Officer	$63,555	$0	$63,555

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
2022	$141,282	$210,092	$548,610	$-68,810
2021	$187,507	$186,202	$658,445	$1,305
2020	$120,878	$188,440	$620,407	$-67,562
2019	$183,050	$225,427	$687,593	$-42,377

Miami Valley Down Syndrome Association