ADJOIN (EIN 330008269) - 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

1983

Legal Domicile

Principal Officer

WENDY FORKAS

Phone

8582922020

Tax Period

2023-01-01 to 2023-12-31

ADJOIN, founded in 1983, is a mid-sized nonprofit that reported $22.4M in total revenue in fiscal year 2023.

Mission

ASSIST INDIVIDUALS WITH PHYSICAL AND/OR DEVELOPMENT DISABILITIES AND HOMELESS VETERANS.

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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 $8,703,605

Program Service Revenue $13,472,708

Investment Income $207,642

Other Revenue $64,316

TOTAL REVENUE $22,448,271

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,391,164

Fundraising Expenses $191,574

Program Expenses $20,789,936

Other Expenses $8,759,492

TOTAL EXPENSES $23,150,656

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,448,271	$22,774,796	0.0%
Expenses	$23,150,656	$23,749,658	0.0%
Net Income	$-702,385	$-974,862	-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

420

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

$454,981

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM MCNEALY	CHAIR	1.00	Officer Director	$0	$0	$0
LISA LARSON	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
ALAN WILLARDSON	SECRETARY	1.00	Officer Director	$0	$0	$0
JARROD HAMMES	TREASURER	1.00	Director	$0	$0	$0
JOHN DIMICHELE	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT WILSON	DIRECTOR	1.00	Director	$0	$0	$0
WINDUS FERNANDEZ-BRINKKORD	DIRECTOR	1.00	Director	$0	$0	$0
TRAVIS JANG-BUSBY	DIRECTOR	1.00	Director	$0	$0	$0
WENDY FORKAS	CHIEF EXECUTIVE OFFICER	40.00	Officer	$137,416	$41,974	$179,390
CLAUDIA HUTCHINSON	CHIEF OPERATIONS OFFICER	40.00	Officer	$127,658	$22,357	$150,015
PRUDENCE DUMON	CHIEF FINANCIAL OFFICER	40.00	Officer	$101,457	$24,119	$125,576

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	$22,448,271	$23,150,656	$10,539,887	$-702,385
2022	$22,774,796	$23,749,658	$10,941,954	$-974,862
2021	$26,583,145	$23,741,261	$11,260,161	$2,841,884
2020	$21,052,624	$20,377,218	$10,500,189	$675,406
2019	$16,917,639	$17,089,502	$7,732,475	$-171,863
2018	$16,788,063	$16,382,879	$7,190,324	$405,184

ADJOIN