ASSOCIATION FOR PERSONS WITH INTELLECTUAL DISABILITIES INC (EIN 430744140) - 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

1962

Legal Domicile

Principal Officer

SUSAN WALLIS

Phone

5733349661

Tax Period

2023-07-01 to 2024-06-30

ASSOCIATION FOR PERSONS WITH INTELLECTUAL DISABILITIES INC, founded in 1962, is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2023. The organization ran a surplus of $627K, a strong 53% operating margin.

Mission

PROGRAMS FOR MENTALLY CHALLENGED

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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 $486,529

Program Service Revenue $0

Investment Income $571,144

Other Revenue $133,308

TOTAL REVENUE $1,190,981

Expense Breakdown

Grants Paid $273,066

Salaries & Benefits $178,569

Fundraising Expenses $0

Program Expenses $370,832

Other Expenses $112,528

TOTAL EXPENSES $564,163

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,190,981	$1,129,273	+0.1%
Expenses	$564,163	$591,023	0.0%
Net Income	$626,818	$538,250	+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

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

$36,727

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN WALLIS	CEO	10.00	Officer	$36,727	$0	$36,727
JAN COTNER	CHAIRMAN	1.00	Director	$0	$0	$0
LYNN COTNER	VICE PRESID	1.00	Director	$0	$0	$0
NANCY GIBSON	DIRECTOR	1.00	Director	$0	$0	$0
LYNN HILLIN	TREASURER	1.00	Director	$0	$0	$0
LINDA MAHY	DIRECTOR	1.00	Director	$0	$0	$0
STEVE SCHMITTZEHE	SECRETARY	1.00	Director	$0	$0	$0
PAT STOKES	DIRECTOR	1.00	Director	$0	$0	$0
DAN ZEMBSCH	DIRECTOR	1.00	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	$1,190,981	$564,163	$15,371,804	$626,818
2023	$1,129,273	$591,023	$14,472,585	$538,250
2022	$1,020,489	$606,377	$13,998,196	$414,112
2021	$1,437,743	$574,646	$14,982,226	$863,097
2020	$2,466,088	$557,554	$13,631,978	$1,908,534
2019	$1,002,219	$551,780	$13,069,802	$450,439

ASSOCIATION FOR PERSONS WITH INTELLECTUAL DISABILITIES INC