TRI-STATE MULTIPLE SCLEROSIS ASSN

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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

2000

Legal Domicile

Principal Officer

JODY DONOSKY

Phone

8124710030

Tax Period

2025-01-01 to 2025-12-31

TRI-STATE MULTIPLE SCLEROSIS ASSN, founded in 2000, is a micro nonprofit in the Medical Research sector that reported $90K in total revenue in fiscal year 2025. Revenue fell 42% from the prior year — a significant decline worth monitoring. Net assets of $1.1M represent 148 months of operating reserves.

Mission

TO ASSIST, SERVE AND INFORM PERSONS IMPACTED BY MULTIPLE SCLEROSIS.

Program Service Accomplishments

Program 1

Expenses: $93,752

WE HAVE PROVIDED EDUCATIONAL INFORMATION TO CLIENT MS MEMBERS ON ISSUES RELATING TO MULTIPLE SCLEROSIS THROUGH SUPPORT GROUPS AND SPEAKERS. WE HAVE ASSISTED IN MAINTAINING SUPPORT GROUPS IN THE...

WE HAVE PROVIDED EDUCATIONAL INFORMATION TO CLIENT MS MEMBERS ON ISSUES RELATING TO MULTIPLE SCLEROSIS THROUGH SUPPORT GROUPS AND SPEAKERS. WE HAVE ASSISTED IN MAINTAINING SUPPORT GROUPS IN THE TRI-STATE AREA OF INDIANA, ILLINOIS AND KENTUCKY. WE HAVE PROVIDED FINANCIAL AND MEDICAL ASSISTANCE SUPPORT FOR THE BENEFIT OF MS PATIENTS. PROVISION OF A FAMILY WEEKEND RETREAT FOR MS PATIENTS AND THEIR FAMILIES TO INTERACT, SUPPORT AND EDUCATE. PRESENTED PROGRAM TO MS PATIENTS AND THEIR FAMILIES TO BETTER PARTNER WITH PHYSICIAN AND NURSE PROVIDED INFORMATION ON MS SYMPTOM MANAGEMENT. ADULT WEEKEND FOR MS PATIENTS AND THEIR CAREGIVERS FOR HEALTH BENEFITS, STRESS REDUCTION AND SOCIALIZING WITH OTHER MS PATIENTS. MAINTED NURSE TO PROVIDE SYMPTOM MANAGEMENT TO MS PATIENTS, EDUCATION PROGRAMS AT SUPPORT GROUP MEETING & IN-OFFICE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $25,021

Program Service Revenue $0

Investment Income $32,631

Other Revenue $32,034

TOTAL REVENUE $89,686

Expense Breakdown

Grants Paid $0

Salaries & Benefits $51,106

Fundraising Expenses $0

Program Expenses $96,492

Other Expenses $45,386

TOTAL EXPENSES $96,492

Year-over-Year Comparison

	2025	2024	Change
Revenue	$89,686	$155,199	-0.4%
Expenses	$96,492	$138,870	-0.3%
Net Income	$-6,806	$16,329	-1.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDY BITTER	DIRECTOR	N/A	Director	$0	$0	$0
KRISTIN DANNHEISER	DIRECTOR	N/A	Director	$0	$0	$0
FRED DOEPKER	DIRECTOR	N/A	Director	$0	$0	$0
HEATHER FREDERICK	DIRECTOR	N/A	Director	$0	$0	$0
DEBRA HEBBELER	EXECUTIVE DI	N/A	Director	$0	$0	$0
ANGIE MARTIN	DIRECTOR	N/A	Director	$0	$0	$0
JOY O'CONNER	DIRECTOR	N/A	Director	$0	$0	$0
SHARON OMER	ADVISOR	N/A	Director	$0	$0	$0
CONNIE ROMAIN	DIRECTOR	N/A	Director	$0	$0	$0
ALAN N SHOVERS	ADVISOR	N/A	Director	$0	$0	$0
TIFFANY STEPTO	DIRECTOR	N/A	Director	$0	$0	$0
JOSH DAVIS	SECRETARY	N/A	Officer	$0	$0	$0
JODY DONOSKY	CHAIR PERSON	N/A	Officer	$0	$0	$0
BEN JOERGENS	SECRETARY	N/A	Officer	$0	$0	$0
DONNA TEAGUE	TREASURER	N/A	Officer	$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
2025	$89,686	$96,492	$1,104,990	$-6,806
2024	$155,199	$138,870	$1,051,379	$16,329
2023	$133,986	$162,795	$984,659	$-28,809
2022	$148,167	$122,823	$952,180	$25,344
2021	$140,176	$126,715	$1,107,999	$13,461
2020	$137,326	$150,051	$1,092,058	$-12,725
2019	$209,963	$189,638	$1,065,202	$20,325
2018	$220,603	$180,373	$988,303	$40,230