SYSTEMS UNLIMITED INC (EIN 420985205) - 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

JEFF DISTERHOFT

Phone

3193389212

Tax Period

2024-07-01 to 2025-06-30

SYSTEMS UNLIMITED INC, founded in 1971, is a mid-sized nonprofit in the Human Services sector that reported $48.0M in total revenue in fiscal year 2024.

Mission

PARTNERING WITH PEOPLE WHO HAVE DISIBILITIES AND MENTAL HEALTH NEEDS TO ADVANCE THEIR PERSONAL INDEPENDENCE, DIGNITY, AND GROWTH.

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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 (2024)

Revenue Breakdown

Contributions & Grants $975,910

Program Service Revenue $46,085,508

Investment Income $904,568

Other Revenue $41,064

TOTAL REVENUE $48,007,050

Expense Breakdown

Grants Paid $0

Salaries & Benefits $41,550,772

Fundraising Expenses $0

Program Expenses $38,894,591

Other Expenses $5,296,616

TOTAL EXPENSES $46,847,388

Year-over-Year Comparison

	2024	2023	Change
Revenue	$48,007,050	$45,514,501	+0.1%
Expenses	$46,847,388	$44,109,708	+0.1%
Net Income	$1,159,662	$1,404,793	-0.2%

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

1286

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

$798,201

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF DISTERHOFT	PRESIDENT	2.00	Officer Director	$0	$0	$0
ROY LEAF	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
CHAD KRAMER	TREASURER	2.00	Officer Director	$0	$0	$0
MONA KENYON	EXECUTIVE DI	40.00	Officer	$247,939	$9,941	$257,880
MICHELLE LLOYD	OUTGOING CFO	40.00	Officer	$196,654	$20,569	$217,223
RENEE SMITH-LABARGE	CFO	40.00	Officer	$71,538	$0	$71,538
KATIE CUMMINS	INTERIM CFO	40.00	Officer	$0	$0	$0
MARY BARTACHECK	CHRO	40.00	Officer	$117,298	$4,770	$122,068
ELIZABETH ARMENTROUT	CSO	40.00	Officer	$114,392	$15,100	$129,492
ELIZABETH WILSON	DIRECTOR	0.50	Director	$0	$0	$0
BOYD KNOSP	DIRECTOR	0.50	Director	$0	$0	$0
JOE STEINBRONN	DIRECTOR	0.50	Director	$0	$0	$0
ERIC DESOTEL	DIRECTOR	0.50	Director	$0	$0	$0
MANDI LOCKWOOD	DIRECTOR	0.50	Director	$0	$0	$0
PAUL MEEKER	DIRECTOR	0.50	Director	$0	$0	$0
TRICIA VAN ROEKEL	DIRECTOR	0.50	Director	$0	$0	$0
JEFFREY ALT	DIRECTOR	0.50	Director	$0	$0	$0
NICOLE SLAUBAUGH	DIRECTOR	0.50	Director	$0	$0	$0
JEFFREY MORGAN	DIRECTOR	0.50	Director	$0	$0	$0
AMIE HUBER LEFT 2024	DIRECTOR	N/A	Director	$0	$0	$0
JOREY BAILEY LEFT 2024	DIRECTOR	N/A	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	$48,007,050	$46,847,388	$31,281,230	$1,159,662
2024	$45,514,501	$44,109,708	$30,260,125	$1,404,793
2023	$43,472,517	$42,917,947	$29,160,368	$554,570
2022	$44,162,374	$41,482,918	$26,572,846	$2,679,456
2021	$40,555,598	$37,923,761	$24,419,025	$2,631,837
2020	$38,764,628	$35,436,317	$21,489,406	$3,328,311
2019	$32,921,473	$31,372,482	$18,347,872	$1,548,991

SYSTEMS UNLIMITED INC