OHIO ASSOC OF COUNTY BOARDS SERVING PEOPLE WITH DEVELOP DISABILITIES (EIN 311392869) - 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

ADAM HERMAN

Phone

6144310616

Tax Period

2023-01-01 to 2023-12-31

OHIO ASSOC OF COUNTY BOARDS SERVING PEOPLE WITH DEVELOP DISABILITIES, founded in 1993, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2023. The organization ran a surplus of $674K, a strong 20% operating margin.

Mission

TO SUPPORT THE 88 OHIO COUNTY BOARDS OF DEVELOPMENTAL DISABILITIES IN PROVIDING SERVICES AND SUPPORT TO PEOPLE 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 (2023)

Revenue Breakdown

Contributions & Grants $123,400

Program Service Revenue $3,026,315

Investment Income $158,233

Other Revenue $18,130

TOTAL REVENUE $3,326,078

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,426,843

Fundraising Expenses $0

Other Expenses $1,224,875

TOTAL EXPENSES $2,651,718

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,326,078	$3,137,646	+0.1%
Expenses	$2,651,718	$3,001,440	-0.1%
Net Income	$674,360	$136,206	+4.0%

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

$574,007

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN LICCIARDI	PRESIDENT	1.00	Officer Director	$0	$0	$0
JASON JOLLEY	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID DOHNAL	TRUSTEE/CB M	1.00	Director	$0	$0	$0
STEPHEN SWANK	SECRETARY	1.00	Officer Director	$0	$0	$0
THERESA SCHNIPKE	TRUSTEE/SUPE	1.00	Director	$0	$0	$0
TOM FLEMING	TRUSTEE/CB M	1.00	Director	$0	$0	$0
JACQUELYN RIOJA VELARDE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
BRIAN GREEN	TRUSTEE/SUPE	1.00	Director	$0	$0	$0
JULIE MONROE	TRUSTEE/SUPE	1.00	Director	$0	$0	$0
EDWARD STARK	TRUSTEE/SUPE	1.00	Director	$0	$0	$0
KRISTEN LONG	TRUSTEE/CB M	1.00	Director	$0	$0	$0
ADAM HERMAN	CEO	40.00	Officer	$182,456	$33,429	$215,885
JEFF RAWLINS	TRUSTEE/CB M	1.00	Director	$0	$0	$0
LAURIE LUPINETTI	TRUSTEE/CB M	1.00	Director	$0	$0	$0
LEIA SNYDER	TRUSTEE/SUPE	1.00	Director	$0	$0	$0
WENDY GORRELL	TRUSTEE/SUPE	1.00	Director	$0	$0	$0
MONICA JUENGER	CHIEF POLICY	40.00	Officer	$155,328	$60,754	$216,082
STEVE TUCKER	CFO	40.00	Officer	$105,417	$36,623	$142,040
JOHN JANAS	TRUSTEE/CB M	1.00	Director	$0	$0	$0
ROBERT MCCLURE	TRUSTEE/CB M	1.00	Director	$0	$0	$0
JAY SHEFFER	TRUSTEE/CB M	1.00	Director	$0	$0	$0
DANIEL SUTTER	TRUSTEE/CB M	1.00	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	$3,326,078	$2,651,718	$5,528,478	$674,360
2022	$3,137,646	$3,001,440	$4,228,962	$136,206
2021	$2,614,335	$2,397,900	$4,738,601	$216,435
2020	$2,583,171	$2,250,197	$6,293,991	$332,974
2019	$2,707,559	$2,567,763	$6,063,245	$139,796
2018	$2,835,864	$2,921,766	$5,295,337	$-85,902

OHIO ASSOC OF COUNTY BOARDS SERVING PEOPLE WITH DEVELOP DISABILITIES