OHIO SELF DETERMINATION ASSOCIATION

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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

1992

Legal Domicile

Principal Officer

DANA CHARLTON

Phone

6145621375

Tax Period

2023-01-01 to 2023-12-31

OHIO SELF DETERMINATION ASSOCIATION, founded in 1992, is a small nonprofit that reported $157K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $152K left a modest 3% surplus.

Mission

TO PROVIDE PROFESSIONAL DEVELOPMENT, TRAINING AND COMMUNICATION TO PROMOTE THE PRINCIPLES OF SELF DETERMINATION AND QUALITY OF LIFE FOR INDIVIDUALS WHO LIVE WITH A DEVELOPMENTAL DISABILITY.

Program Service Accomplishments

Program 1

Expenses: $132,098 Revenue: $70,536

THE ORGANIZATION PROVIDES PERIODIC AND ANNUAL CONFERENCES FOR APPROXIMATELY 130 MEMBERS AND VARIOUS NON-MEMBER SUPPORTED LIVING RELATED PROFESSIONALS SERVICING DEVELOPMENTALLY DISABLED INDIVIDUALS IN OHIO. THE ORGANIZATION'S WEBSITE AT WWW.OSDAOHIO.ORG ALSO PROVIDES INFORMATION TO THE PUBLIC RELATED TO THE PROGRAM SERVICE ACCOMPLISHMENTS AND INITIATIVES DURING THE YEAR. IN ADDITION, THE ORGANIZATION ADMINISTERS PROJECT STIR, A TRAINING PROGRAM FOR SELF ADVOCATES DESIGNED TO PROVIDE INDIVIDUALS WITH THE TOOLS TO ADVOCATE FOR THEMSELVES, MOBILIZE OTHERS IN ADVOCACY AND GAIN LEADERSHIP EXPERIENCE.

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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 $84,765

Program Service Revenue $70,536

Investment Income $13

Other Revenue $1,366

TOTAL REVENUE $156,680

Expense Breakdown

Grants Paid $0

Salaries & Benefits $50,600

Fundraising Expenses $0

Program Expenses $132,098

Other Expenses $101,102

TOTAL EXPENSES $151,702

Year-over-Year Comparison

	2023	2022	Change
Revenue	$156,680	$186,041	-0.2%
Expenses	$151,702	$181,412	-0.2%
Net Income	$4,978	$4,629	+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

N/A

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

$49,000

Total Directors

$1,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANA CHARLTON	EXECUTIVE DI	24.00	Officer	$49,000	$0	$49,000
CAROLINA ANN THOMAS	TRUSTEE	2.00	Director	$400	$0	$400
MELINDA GARVERICK	TRUSTEE THRU	2.00	Director	$0	$0	$0
KELLI BADER	SECRETARY	3.00	Officer Director	$0	$0	$0
CHRISTINE BROWN	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
JEANETTE CARPENTER	PRESIDENT	3.00	Officer Director	$0	$0	$0
MARC TASSE'	TRUSTEE	2.00	Director	$0	$0	$0
CONSTANCE ENOCH	TRUSTEE SINC	2.00	Director	$200	$0	$200
JOHN HANNAH	TRUSTEE	2.00	Director	$0	$0	$0
JOSH YOUNG	TRUSTEE	2.00	Director	$0	$0	$0
KELLY PETTY	TRUSTEE THRU	2.00	Director	$0	$0	$0
STEFANIE GALBREATH	TRUSTEE SINC	2.00	Director	$0	$0	$0
NANCY RICHARDS	TRUSTEE	2.00	Director	$0	$0	$0
LEIA SNYDER	TRUSTEE SINC	2.00	Director	$0	$0	$0
DEBBIE SCHMIEDING	TRUSTEE THRU	2.00	Director	$0	$0	$0
KARI SMITH	TRUSTEE	2.00	Director	$0	$0	$0
LEE BUTCHER	TRUSTEE THRU	2.00	Director	$0	$0	$0
BRIAN W GREEN	TREASURER	3.00	Officer Director	$0	$0	$0
MARCELLA STRAUGHTER	TRUSTEE SINC	2.00	Director	$1,000	$0	$1,000
NATHAN TURNER	TRUSTEE THRU	2.00	Director	$0	$0	$0
CELIA SCHLOEMER	TRUSTEE	2.00	Director	$0	$0	$0
SHARON TRAVIS	TRUSTEE	2.00	Director	$0	$0	$0
RENEE WOOD	TRUSTEE	2.00	Director	$0	$0	$0
MELINDA YERIAN	TRUSTEE	2.00	Director	$0	$0	$0
KELSI WEAVER	TRUSTEE SINC	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	No data	No data	No data	No data
2023	$156,680	$151,702	$149,969	$4,978
2022	$186,041	$181,412	$144,991	$4,629
2021	$138,001	$138,147	$140,362	$-146
2020	$129,450	$108,595	$140,508	$20,855
2019	$173,365	$175,765	$119,653	$-2,400
2018	$203,488	$200,010	$122,053	$3,478