MIAMI VALLEY IN-OVATIONS INC (EIN 311345575) - 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

1993

Legal Domicile

Principal Officer

CARRIARETHA PASCHAL

Phone

9374572794

Tax Period

2024-01-01 to 2024-12-31

MIAMI VALLEY IN-OVATIONS INC, founded in 1993, is a community nonprofit in the Housing & Shelter sector that reported $1.2M in total revenue in fiscal year 2024. The organization ran a surplus of $788K, a strong 66% operating margin.

Mission

PROVIDE AFFORDABLE HOUSING TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES.

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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 $1,636,767

Program Service Revenue $0

Investment Income $117,602

Other Revenue $-564,830

TOTAL REVENUE $1,189,539

Expense Breakdown

Grants Paid $0

Salaries & Benefits $309,259

Fundraising Expenses $0

Program Expenses $317,032

Other Expenses $92,559

TOTAL EXPENSES $401,818

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,189,539	$1,102,849	+0.1%
Expenses	$401,818	$372,696	+0.1%
Net Income	$787,721	$730,153	+0.1%

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

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

$130,943

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARRIARETHA PASCHAL	CEO	40.00	Officer	$130,943	$0	$130,943
ROSE BRADLEY	TREASURER	2.00	Officer Director	$0	$0	$0
JEREMY CAFFEE	CHAIR	2.00	Officer Director	$0	$0	$0
SONIA HILL	TRUSTEE	2.00	Director	$0	$0	$0
DAWN LEWIS	SECRETARY	2.00	Officer Director	$0	$0	$0
MITCH SNYDER	MCBDDS	2.00	Director	$0	$0	$0
STACIE SOIFER	TRUSTEE	2.00	Director	$0	$0	$0
JAYNE WEIKEL	TRUSTEE	2.00	Director	$0	$0	$0

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	$1,189,539	$401,818	$21,447,517	$787,721
2023	$1,102,849	$372,696	$21,171,810	$730,153
2022	$1,178,044	$323,251	$21,001,672	$854,793
2021	$1,359,793	$33,462	$20,887,293	$1,326,331
2020	$878,457	$22,360	$20,406,739	$856,097
2019	$1,156,034	$23,371	$20,178,080	$1,132,663
2018	$870,580	$18,575	$19,779,971	$852,005

MIAMI VALLEY IN-OVATIONS INC