AVENUES TO INDEPENDENCE FOUNDATION (EIN 363754089) - 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

1991

Legal Domicile

Principal Officer

PAUL CARLISLE

Phone

8472920870

Tax Period

2023-07-01 to 2024-06-30

AVENUES TO INDEPENDENCE FOUNDATION, founded in 1991, is a small nonprofit in the Human Services sector that reported $879K in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $752K left a modest 15% surplus.

Mission

TO ADVANCE THE MISSION OF AND SUPPORT THE PROGRAMS AND SERVICES OF AVENUES TO INDEPENDENCE.

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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 $545,705

Program Service Revenue $0

Investment Income $142,918

Other Revenue $190,468

TOTAL REVENUE $879,091

Expense Breakdown

Grants Paid $80,000

Salaries & Benefits $16,832

Fundraising Expenses $11,109

Program Expenses $688,337

Other Expenses $654,733

TOTAL EXPENSES $751,565

Year-over-Year Comparison

	2023	2022	Change
Revenue	$879,091	$1,225,487	-0.3%
Expenses	$751,565	$2,200,205	-0.7%
Net Income	$127,526	$-974,718	-1.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL CARLISLE	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
JOSEPH D KEENAN III	SECRETARY	2.00	Officer Director	$0	$0	$0
AMY BERGREN	TREASURER	2.00	Officer Director	$0	$0	$0
FRED SASSER	DIRECTOR	2.00	Director	$0	$0	$0
GLEN AMUNDSEN	DIRECTOR	2.00	Director	$0	$0	$0
ALLAN BARTEL	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT WASHLOW	DIRECTOR	2.00	Director	$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	No data	No data	No data	No data
2024	$879,091	$751,565	$12,428,414	$127,526
2023	$1,225,487	$2,200,205	$12,241,042	$-974,718
2022	$5,632,867	$2,737,399	$13,271,611	$2,895,468
2021	$998,398	$1,100,541	$10,912,179	$-102,143
2020	$2,175,146	$1,749,462	$9,998,232	$425,684
2019	$1,863,677	$1,354,034	$9,457,515	$509,643
2018	$2,498,341	$1,977,261	$9,105,123	$521,080

AVENUES TO INDEPENDENCE FOUNDATION