ASSOCIATION FOR INDIVIDUAL DEVELOPMENT (EIN 362472748) - 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

1986

Legal Domicile

Principal Officer

JAMES GOULD

Phone

6309664000

Tax Period

2024-07-01 to 2025-06-30

ASSOCIATION FOR INDIVIDUAL DEVELOPMENT, founded in 1986, is a mid-sized nonprofit in the Human Services sector that reported $57.7M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

EMPOWERING PEOPLE WITH PHYSICAL AND MENTAL HEALTH CHALLENGES TO ENJOY LIVES OF DIGNITY AND PURPOSE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $8,959,974

Program Service Revenue $46,513,943

Investment Income $501,290

Other Revenue $1,728,115

TOTAL REVENUE $57,703,322

Expense Breakdown

Grants Paid $226,680

Salaries & Benefits $46,075,806

Fundraising Expenses $610,858

Program Expenses $55,348,280

Other Expenses $9,948,600

TOTAL EXPENSES $56,251,086

Year-over-Year Comparison

	2024	2023	Change
Revenue	$57,703,322	$52,453,797	+0.1%
Expenses	$56,251,086	$48,737,608	+0.2%
Net Income	$1,452,236	$3,716,189	-0.6%

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

818

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

$1,101,409

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLIFFORD KLOTZ	CHAIRMAN	2.00	Officer Director	$0	$0	$0
JAMES GOULD	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
CHUCK MILES	TREASURER	2.00	Officer Director	$0	$0	$0
MATTHEW BRETZ	SECRETARY	2.00	Officer Director	$0	$0	$0
DUSTIN ACKMAN	DIRECTOR	2.00	Director	$0	$0	$0
MERRITT WALKER	DIRECTOR	2.00	Director	$0	$0	$0
DR TIMOTHY BROWN	DIRECTOR	2.00	Director	$0	$0	$0
WENDY SWIMS	DIRECTOR	2.00	Director	$0	$0	$0
DR MELINDA TEJADA	DIRECTOR	2.00	Director	$0	$0	$0
TONI VAUGHAN	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK FLAHERTY	DIRECTOR	2.00	Director	$0	$0	$0
SETH WORMLEY	DIRECTOR	2.00	Director	$0	$0	$0
KELLI SINCLAIR	DIRECTOR	2.00	Director	$0	$0	$0
FRANCES L BAKER	PRESIDENT/CEO	40.00	Officer	$210,168	$15,519	$225,687
RAJNISH MANDRELLE	COO	40.00	Officer	$188,219	$14,751	$202,970
JOANNE FURNAS	VP - MENTAL HEALTH	40.00	Officer	$149,657	$14,268	$163,925
CHERIE L MARTIN	CFO	40.00	Officer	$69,077	$4,231	$73,308
STEPHANIE NORWOOD	VP - ID/DD	40.00	Officer	$132,502	$20,001	$152,503
COURTNEY LITTLEJOHN	VP - EQUITY & INCLUSION	40.00	Officer	$135,237	$5,923	$141,160
KIMBERLY BUCKHEISTER	VP - CRISIS & OUTREACH	40.00	Officer	$135,502	$6,354	$141,856

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	$57,703,322	$56,251,086	$39,343,372	$1,452,236
2024	No data	No data	No data	No data
2023	$52,750,187	$43,149,989	$29,133,100	$9,600,198
2022	$36,002,563	$36,531,460	$19,801,924	$-528,897
2021	$39,395,517	$34,468,307	$21,039,653	$4,927,210
2020	$33,800,499	$34,243,679	$21,006,960	$-443,180
2019	$31,624,762	$31,595,265	$16,465,117	$29,497
2018	$29,988,717	$29,256,104	$16,645,822	$732,613

ASSOCIATION FOR INDIVIDUAL DEVELOPMENT