POLK COUNTY DEVELOPMENTAL ACHIEVEM… - Form 990 Financial Data

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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

JEAN ANN BIENEK

Phone

2182814181

Tax Period

2025-01-01 to 2025-12-31

POLK COUNTY DEVELOPMENTAL ACHIEVEMENT CENTER INC, founded in 1964, is a community nonprofit in the Human Services sector that reported $2.4M in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $2.2M left a modest 8% surplus.

Mission

PROMOTE AND SUPPORT INDIVIDUALS WITH DISABILITIES TO ACQUIRE, IMPROVE AND MAINTAIN ENJOYMENT AND QUALITY OF LIFE THROUGH INDIVIDUALIZED PROGRAMMING.

Program Service Accomplishments

Program 1

Expenses: $1,529,951 Revenue: $1,640,830

EDUCATION PROVIDED IN: COMMUNICATION & SOCIAL SKILLS, BEHAVIORAL PROGRAMMING, DOMESTIC & PERSONAL CARE SKILLS, VOCATIONAL SKILLS, LEISURE SKILLS, COMMUNITY INTEGRATION AND SUPPORTIVE EMPLOYMENT.

Program 2

Expenses: $294,410 Revenue: $480,124

THE POLK COUNTY DAC PROVIDES TRANSPORTATION TO MOST CONSUMERS ATTENDING THE DAC. THIS SERVICE INCLUDES TRANSPORTATION TO AND FROM HOME TO THE DAC. THE BUS/VAN WILL GO DIRECTLY TO A CLIENT'S HOME AND PICK THEM UP AT THE BEGINNING OF THE DAY AND BRING THEM HOME AT DAYS END. THE DAC PROVIDES A CURB TO CURB SERVICE; MEANING THE CLIENT IS ABLE TO (PERHAPS WITH ASSISTANCE) GET OUT OF THE HOUSE ALONE AND TO THE VAN. IF THEY REQUIRE THE USE OF A WHEELCHAIR LIFT, OUR DRIVER WILL OPERATE THAT AND PUT THE CLIENT ON THE LIFT. WE WILL ASSURE THE USE OF SEATBELTS WHETHER AMBULATORY OR IN A WHEELCHAIR.THE POLK COUNTY DAC ALSO PROVIDES TRANSPORTATION DURING THE DAY. IF THEY HAVE WORK SITES, WE PROVIDE TRANSPORTATION TO AND FROM THAT WORK SITE. IF THEY GO INTO THE COMMUNITY FOR EMPLOYMENT, IF DURING DAC HOURS, WE GENERALLY PROVIDE THAT SERVICE AS WELL. THERE ARE TIMES WHEN OTHER ARRANGEMENTS HAVE BEEN MADE DEPENDING ON THE TIME OF DAY. FOR EXAMPLE, WE HAVE HIRED TRI-VALLEY BUS TO PICK UP ONE PERSON AS THAT RIDE OCCURS OVER OUR LUNCH HOUR OR IN THE EVENING AND STAFF WAS UNAVAILABLE TO DO THAT TRANSPORTATION.TRANSPORTATION RATES VARY DEPENDING ON WHETHER THE CLIENT IS IN A WHEELCHAIR, USING A WHEELCHAIR, MILES DRIVEN AND COUNTY APPROVAL.

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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 $162,339

Program Service Revenue $2,120,954

Investment Income $94,940

Other Revenue $0

TOTAL REVENUE $2,378,233

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,749,133

Fundraising Expenses $0

Program Expenses $1,824,361

Other Expenses $435,679

TOTAL EXPENSES $2,184,812

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,378,233	$2,157,406	+0.1%
Expenses	$2,184,812	$1,940,360	+0.1%
Net Income	$193,421	$217,046	-0.1%

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

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

$122,164

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NAOMI JACKSON	DIRECTOR	0.50	Director	$0	$0	$0
BRIAN FOLLETTE	DIRECTOR	0.50	Director	$0	$0	$0
ASHLEY SCHMITZ	SECRETARY	0.50	Officer Director	$0	$0	$0
BRIDGET STEFFES	VICE CHAIRPERSON	0.50	Officer Director	$0	$0	$0
CHRISTY CLARK	DIRECTOR	0.50	Director	$0	$0	$0
MATT RUST	TREASURER	0.50	Officer Director	$0	$0	$0
MELONI RASMUSSEN	CHAIRPERSON	0.50	Officer Director	$0	$0	$0
MIKE ANDERSON	DIRECTOR	0.50	Director	$0	$0	$0
NANCY KNOX	DIRECTOR	0.50	Director	$0	$0	$0
JEAN ANN BIENEK	EXECUTIVE DIRECTOR	40.00	Officer	$99,482	$22,682	$122,164

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	$2,378,233	$2,184,812	$4,218,096	$193,421
2024	No data	No data	No data	No data
2023	$2,000,522	$1,737,623	$3,753,720	$262,899
2022	$1,818,413	$1,672,959	$3,491,343	$145,454
2021	$1,671,919	$1,434,736	$3,353,135	$237,183
2020	$1,463,663	$1,236,352	$3,099,281	$227,311
2019	$1,552,416	$1,500,773	$2,861,944	$51,643
2018	$1,530,070	$1,516,791	$2,798,385	$13,279

POLK COUNTY DEVELOPMENTAL ACHIEVEMENT CENTER INC