OPTIONS INC (EIN 411360980) - 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

1983

Legal Domicile

Principal Officer

BRENDA GELDERT

Phone

7632633684

Tax Period

2023-07-01 to 2024-06-30

OPTIONS INC, founded in 1983, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF THE ORGANIZATION IS TO PROVIDE SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITIES AND/OR RELATED CONDITIONS AND THEIR FAMILIES AND IS COMMITTED TO INTEGRATING SUCH PERSONS IT SERVES INTO THE LIFE OF THEIR COMMUNITIES.

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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 $65,051

Program Service Revenue $3,045,336

Investment Income $64,566

Other Revenue $34,879

TOTAL REVENUE $3,209,832

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,400,591

Fundraising Expenses $16,900

Program Expenses $2,712,623

Other Expenses $725,302

TOTAL EXPENSES $3,125,893

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,209,832	$2,969,322	+0.1%
Expenses	$3,125,893	$2,970,483	+0.1%
Net Income	$83,939	$-1,161	-73.3%

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

145

Volunteers

N/A

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

$120,733

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENDA GELDERT	Executive Dir.	40.00	Officer	$120,733	$0	$120,733
KEN GEROUX	Chairman	1.00	Officer Director	$0	$0	$0
MICHELE ANDERSON	Vice-Chair	1.00	Officer Director	$0	$0	$0
SUZANNE STOY	Director	1.00	Director	$0	$0	$0
TODD EMBURY	Treasurer	1.00	Officer Director	$0	$0	$0
AMY SCHREIFELS	Director	1.00	Director	$0	$0	$0
RAEANNE DANIELOWSKI	Secretary	1.00	Officer Director	$0	$0	$0
JENNY HABERMAN	Director	1.00	Director	$0	$0	$0
BRIDGET MCLENNAN	Director	0.00	Director	$0	$0	$0
PAUL ELLINGER	Director	0.00	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	$3,209,832	$3,125,893	$6,553,042	$83,939
2023	$2,969,322	$2,970,483	$6,431,517	$-1,161
2022	$3,440,397	$3,088,380	$6,409,389	$352,017
2021	$4,301,558	$2,651,979	$6,021,890	$1,649,579

OPTIONS INC