Tasks Unlimited Training Center (EIN 411518209) - 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

1985

Legal Domicile

Principal Officer

Trevor B Johnson

Phone

6128713320

Tax Period

2023-01-01 to 2023-12-31

Tasks Unlimited Training Center, founded in 1985, is a community nonprofit in the Mental Health sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $1.1M left a modest 14% surplus.

Mission

Provides evaluation, screening, training & rehabilitation services to adults with mental illness.

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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 $0

Program Service Revenue $1,289,323

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,289,323

Expense Breakdown

Grants Paid $0

Salaries & Benefits $882,152

Fundraising Expenses $0

Program Expenses $972,223

Other Expenses $227,549

TOTAL EXPENSES $1,109,701

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,289,323	$1,022,418	+0.3%
Expenses	$1,109,701	$1,117,984	0.0%
Net Income	$179,622	$-95,566	-2.9%

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

$349,498

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kristine Haertl	Chair	2.00	Officer Director	$0	$0	$0
Matthew Vohl	Secretary/Treasurer	2.00	Officer Director	$0	$0	$0
Greg Hestness	Director (thru Sep '23)	2.00	Director	$0	$0	$0
Rodney Jones	Director	2.00	Director	$0	$0	$0
Karen Johnston	Executive Director (thru Oct '23)	2.00	Officer	$0	$17,418	$198,745
Trevor Johnson	Executive Director (as of Nov '23)	2.00	Officer	$0	$367	$17,001
Heather Simon Carlson	Chief Financial Officer	2.00	Officer	$0	$13,725	$133,752

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	$1,289,323	$1,109,701	$853,800	$179,622
2022	$1,022,418	$1,117,984	$427,246	$-95,566
2021	$952,456	$986,448	$264,428	$-33,992
2020	$1,033,754	$896,254	$186,024	$137,500
2019	$941,023	$863,798	$279,181	$77,225
2018	$753,822	$835,964	$114,383	$-82,142

Tasks Unlimited Training Center