ACCORD (EIN 410972546) - 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

1971

Legal Domicile

Principal Officer

RITA WIERSMA

Phone

6123624400

Tax Period

2023-01-01 to 2023-12-31

ACCORD, founded in 1971, is a mid-sized nonprofit in the Human Services sector that reported $21.7M in total revenue in fiscal year 2023.

Mission

TO HELP PEOPLE LIVE THEIR GREATEST LIVES!

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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 $969,175

Program Service Revenue $20,118,170

Investment Income $574,188

Other Revenue $66,627

TOTAL REVENUE $21,728,160

Expense Breakdown

Grants Paid $163,911

Salaries & Benefits $17,235,133

Fundraising Expenses $488,589

Program Expenses $16,830,042

Other Expenses $3,771,871

TOTAL EXPENSES $21,170,915

Year-over-Year Comparison

	2023	2022	Change
Revenue	$21,728,160	$22,526,012	0.0%
Expenses	$21,170,915	$20,382,166	+0.0%
Net Income	$557,245	$2,143,846	-0.7%

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

579

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

$428,949

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN EVENSTAD	VICE CHAIR	2.00	Officer Director	$0	$0	$0
SARAH HALL	CHAIR	2.00	Officer Director	$0	$0	$0
BEN YOUNG	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW WITTENBORG	SECRETARY	2.00	Officer Director	$0	$0	$0
JOAN HUMPHREY LINCK	DIRECTOR	2.00	Director	$0	$0	$0
PAULA WINKLER	DIRECTOR	2.00	Director	$0	$0	$0
SARAH TAYLOR	DIRECTOR	2.00	Director	$0	$0	$0
MARY LYNN HITZ	DIRECTOR	2.00	Director	$0	$0	$0
JOHN RITTER	DIRECTOR	2.00	Director	$0	$0	$0
JONATHAN SONDERGAARD	TREASURER	2.00	Officer Director	$0	$0	$0
PETER KOEHN	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN SIENKO	DIRECTOR	2.00	Director	$0	$0	$0
JIM PUTMAN	DIRECTOR	2.00	Director	$0	$0	$0
RITA WIERSMA	CHIEF EXECUTIVE OFFICER	40.00	Officer	$249,136	$8,191	$257,327
ROBERT PICKERING	CHIEF FINANCIAL OFFICER	40.00	Officer	$144,706	$26,916	$171,622
PAUL WELNA	CHIEF HUMAN CAPITAL OFFICE	40.00	Highest	$140,867	$15,185	$156,052
PAMELA ZIMMERMAN	VP OF PROGRAMS	40.00	Highest	$130,604	$13,678	$144,282
JOHN STANTON	VP OF GROWTH STRATEGY	40.00	Highest	$118,936	$28,937	$147,873
JES CUOCO	FINANCIAL CONTROLLER	40.00	Highest	$109,597	$21,153	$130,750
JENNIFER SPRINGER	SENIER DIRECTOR OF TALENT	40.00	Highest	$112,969	$3,361	$116,330

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
2024	No data	No data	No data	No data
2023	$21,728,160	$21,170,915	$14,694,845	$557,245
2022	$22,526,012	$20,382,166	$15,133,680	$2,143,846
2021	$23,929,157	$22,836,155	$14,901,147	$1,093,002
2020	$24,264,758	$24,244,180	$14,258,375	$20,578
2018	$19,367,673	$18,912,394	$8,107,635	$455,279

ACCORD