OUTSIDE THE BOX INC (EIN 412261668) - 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

2008

Legal Domicile

Principal Officer

VALERIE BRENNAN

Phone

3172536658

Tax Period

2023-01-01 to 2023-12-31

OUTSIDE THE BOX INC, founded in 2008, is a community nonprofit in the Human Services sector that reported $1.8M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year.

Mission

TO EMPOWER PEOPLE WITH DISABILITIES TO BE LEADERS IN THEIR LIVES AND CREATE MEANINGFUL DAYS.

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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 $102,962

Program Service Revenue $1,640,438

Investment Income $8,349

Other Revenue $44,797

TOTAL REVENUE $1,796,546

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,324,668

Fundraising Expenses $67,510

Program Expenses $1,256,702

Other Expenses $579,783

TOTAL EXPENSES $1,904,451

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,796,546	$1,977,136	-0.1%
Expenses	$1,904,451	$1,782,586	+0.1%
Net Income	$-107,905	$194,550	-1.6%

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

$117,068

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VALERIE BRENNAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
RHON TRANBERG	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARTY POST	SECRETARY	1.00	Officer Director	$0	$0	$0
KELLY PERRY	TREASURER	2.00	Officer Director	$0	$0	$0
KELLY HARTMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBBIE BOPP	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNE DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
GERALD BUSH	BOARD MEMBER	1.00	Director	$0	$0	$0
TRENT BARNES	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE PARDO	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL BOGER	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE MILLER	EXECUTIVE DIRECTOR	40.00	Officer	$117,068	$0	$117,068

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	$1,796,546	$1,904,451	$961,601	$-107,905
2022	$1,977,136	$1,782,586	$1,109,360	$194,550
2021	$895,544	$1,432,210	$845,174	$-536,666
2020	$2,090,982	$1,415,288	$1,240,262	$675,694
2019	$2,066,653	$2,071,249	$508,704	$-4,596
2018	$2,230,579	$2,092,225	$500,088	$138,354

OUTSIDE THE BOX INC