UNITED DISABILITY SERVICES INC

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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

1982

Legal Domicile

Principal Officer

SHELLEY MORRIS

Phone

3307629755

Tax Period

2023-01-01 to 2023-12-31

UNITED DISABILITY SERVICES INC, founded in 1982, is a community nonprofit that reported $7.9M in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $8.8M exceeded revenue, resulting in a 11% operating deficit.

Mission

WE PROVIDE AND SUPPORT INCLUSIVE, LIFE-ENRICHING OPTIONS THROUGH PERSON-CENTERED PROGRAMS AND ADVOCACY.

Program Service Accomplishments

Program 1

Expenses: $345,858 Revenue: $29,103

COMMUNITY LIVING SERVICES PROVIDED RESIDENTIAL SERVICES IN A VARIETY OF LIVING SETTINGS TO 11 INDIVIDUALS/FAMILIES. THE UDS ALL-STAR TRAINING CLUB PROGRAM PROVIDED INTEGRATED SPORTS OPPORTUNITIES FOR...

Program 2

Expenses: $2,431,471 Revenue: $50,463

TRANSPORTATION SERVICES ARE PROVIDED TO INDIVIDUALS WITH DISABILITIES WHO ATTEND THE AGENCY'S ADULT SERVICES PROGRAMS. IN AND OUT OF COUNTY MEDICAL TRANSPORTATION IS ALSO PROVIDED TO THOSE WHO...

TRANSPORTATION SERVICES ARE PROVIDED TO INDIVIDUALS WITH DISABILITIES WHO ATTEND THE AGENCY'S ADULT SERVICES PROGRAMS. IN AND OUT OF COUNTY MEDICAL TRANSPORTATION IS ALSO PROVIDED TO THOSE WHO QUALIFY. 1107 INDIVIDUALS RECEIVED TRANSPORTATION SERVICES.

Program 3

Expenses: $3,552,979 Revenue: $13,185

ADULT SERVICES PROVIDED A VARIETY OF VOCATIONAL, SOCIAL, RECREATIONAL, THERAPEUTIC, EMPLOYMENT AND VOLUNTEER OPPORTUNITIES TO 464 ADULTS WITH 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 $7,658,699

Program Service Revenue $127,641

Investment Income $-39,465

Other Revenue $156,213

TOTAL REVENUE $7,903,088

Expense Breakdown

Grants Paid $5,061

Salaries & Benefits $6,666,240

Fundraising Expenses $139,437

Program Expenses $7,017,255

Other Expenses $2,126,656

TOTAL EXPENSES $8,797,957

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,903,088	$9,347,653	-0.2%
Expenses	$8,797,957	$9,036,723	0.0%
Net Income	$-894,869	$310,930	-3.9%

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

245

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

$582,803

Total Directors

$259,201

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID HANSEN	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
BRIAN W THOMAS	PRESIDENT & CEO	37.50	Officer Director	$230,188	$29,013	$259,201
STEVEN C BORDENKIRCHER	SECRETARY	1.00	Officer Director	$0	$0	$0
SHELLEY PLAS	TREASURER	1.00	Officer Director	$0	$0	$0
DALE ELWELL	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JOHN LERNER	IMMEDIATE PAST CHAIRPERSON	1.00	Officer Director	$0	$0	$0
BOB CHESS	AT-LARGE OFFICER	1.00	Officer Director	$0	$0	$0
JAIME KOLLIGAN	TRUSTEE	1.00	Director	$0	$0	$0
AMANDA MCINTOSH	TRUSTEE	1.00	Director	$0	$0	$0
DR DANIEL SMITH	TRUSTEE	1.00	Director	$0	$0	$0
EDWIN HUBBARD JR	TRUSTEE	1.00	Director	$0	$0	$0
DAN LEFFLER	TRUSTEE	1.00	Director	$0	$0	$0
NICOLE MULLET	TRUSTEE	1.00	Director	$0	$0	$0
MARIA HAMDANI	AT LARGE	1.00	Director	$0	$0	$0
MARY K RODGERS	TRUSTEE	1.00	Director	$0	$0	$0
NATALIE KIMMMELL	TRUSTEE	1.00	Director	$0	$0	$0
DR ERICA KRAPF	TRUSTEE	1.00	Director	$0	$0	$0
AMANDA MANDY STAUDT	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER ROSS	TRUSTEE	1.00	Director	$0	$0	$0
KAY SHELLENBERGER LEWIS	VICE PRESIDENT OF PROGRAMS	37.50	Officer	$146,672	$27,500	$174,172
SHELLEY MORRIS	CHIEF FINANCIAL OFFICER	37.50	Officer	$122,748	$26,682	$149,430

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	$7,903,088	$8,797,957	$12,469,204	$-894,869
2022	$9,347,653	$9,036,723	$12,430,370	$310,930
2021	$8,204,712	$8,953,551	$14,431,720	$-748,839
2020	$8,590,821	$8,963,591	$13,974,440	$-372,770
2019	$9,258,541	$10,594,335	$14,005,147	$-1,335,794
2018	$10,179,939	$12,175,435	$14,467,743	$-1,995,496