Envision Unlimited (EIN 362544178) - 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

1964

Legal Domicile

Principal Officer

Mark McHugh

Phone

3123466230

Tax Period

2024-07-01 to 2025-06-30

Envision Unlimited, founded in 1964, is a mid-sized nonprofit in the Human Services sector that reported $92.6M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

Envision Unlimited commits to provide persons with disabilities or other special needs quality services which promote choice, independence and community integration.

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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 $1,325,886

Program Service Revenue $91,133,718

Investment Income $272,170

Other Revenue $-85,185

TOTAL REVENUE $92,646,589

Expense Breakdown

Grants Paid $0

Salaries & Benefits $69,526,477

Fundraising Expenses $1,501,645

Program Expenses $82,279,465

Other Expenses $21,005,663

TOTAL EXPENSES $90,532,140

Year-over-Year Comparison

	2024	2023	Change
Revenue	$92,646,589	$83,329,076	+0.1%
Expenses	$90,532,140	$80,270,145	+0.1%
Net Income	$2,114,449	$3,058,931	-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

1625

Volunteers

500

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

$923,231

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mary Kay Krupka	Board Chair	0.50	Officer Director	$0	$0	$0
Julie M Dreixler	Vice Chair	0.50	Officer Director	$0	$0	$0
Mark Jak	Vice Chair	0.50	Officer Director	$0	$0	$0
Lori Marin	Vice Chair	0.50	Officer Director	$0	$0	$0
Zernul Shackelford Jr	Vice Chair	0.50	Officer Director	$0	$0	$0
Mohib Yousufani	Vice Chair	0.50	Officer Director	$0	$0	$0
Brittany Scott	Treasurer	0.50	Officer Director	$0	$0	$0
Dan Durbin	Immediate Past Chair	0.50	Officer Director	$0	$0	$0
Jonathan S Bilton	Director	0.50	Director	$0	$0	$0
Becky Carroll	Director	0.50	Director	$0	$0	$0
Dave Cook	Director	0.50	Director	$0	$0	$0
L Justin Harris	Director	0.50	Director	$0	$0	$0
Peter M Ho	Director	0.50	Director	$0	$0	$0
Mark Jackson	Director	0.50	Director	$0	$0	$0
Niamh Neev Kristufek	Director	0.50	Director	$0	$0	$0
Ashvin Lad	Director	0.50	Director	$0	$0	$0
Mary Jo Lamparski	Director	0.50	Director	$0	$0	$0
John F Lemker	Director	0.50	Director	$0	$0	$0
Dennis O'Malley	Director	0.50	Director	$0	$0	$0
Dorothy O'Malley	Director	0.50	Director	$0	$0	$0
Dan Proft	Director	0.50	Director	$0	$0	$0
Timothy Smith	Director	0.50	Director	$0	$0	$0
Mark McHugh	President and CEO	32.50	Officer	$337,116	$32,317	$369,433
Betty Jackson	Chief DEI Officer	32.50	Officer	$214,104	$15,255	$229,359
Dennis James	Chief Financial Officer	32.50	Officer	$190,241	$40,781	$231,022
Chrisonia Butler	Secretary	32.50	Officer	$82,115	$11,302	$93,417
Angela Isit	Chief Strategy Officer	32.50	Highest	$149,305	$12,295	$161,600
Lauren Smith	Chief Human Resource Officer	32.50	Highest	$178,908	$11,268	$190,176
Donna Ennis	VP, Community Living Home Based	35.00	Highest	$158,203	$10,715	$168,918
Colleen Rosa	SVP, IDD Services	32.50	Highest	$174,509	$44,490	$218,999
Jean Xoubi	Senior VP Mental Health	32.50	Highest	$169,722	$11,866	$181,588

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	$92,646,589	$90,532,140	$34,136,662	$2,114,449
2024	No data	No data	No data	No data
2023	$66,021,226	$65,369,930	$26,597,247	$651,296
2022	$53,872,193	$49,734,294	$22,237,300	$4,137,899
2021	$44,628,110	$44,423,691	$25,420,820	$204,419
2020	$40,499,611	$40,598,668	$17,759,319	$-99,057
2019	$35,332,268	$35,409,459	$17,376,679	$-77,191
2018	$25,667,947	$25,120,535	$17,475,332	$547,412

Envision Unlimited