EASTER SEALS MIDWEST (EIN 430979927) - 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

WENDY SULLIVAN

Phone

3144326200

Tax Period

2024-07-01 to 2025-06-30

EASTER SEALS MIDWEST, founded in 1971, is a major nonprofit that reported $119.0M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $108.2M left a modest 9% surplus.

Mission

TO ASSIST INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES LIVING IN OUR COMMUNITY.

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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 $5,880,313

Program Service Revenue $110,904,320

Investment Income $2,110,859

Other Revenue $91,108

TOTAL REVENUE $118,986,600

Expense Breakdown

Grants Paid $0

Salaries & Benefits $94,636,856

Fundraising Expenses $1,413,930

Program Expenses $93,183,009

Other Expenses $13,555,050

TOTAL EXPENSES $108,191,906

Year-over-Year Comparison

	2024	2023	Change
Revenue	$118,986,600	$105,523,744	+0.1%
Expenses	$108,191,906	$94,447,515	+0.1%
Net Income	$10,794,694	$11,076,229	0.0%

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

2197

Volunteers

265

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

$974,051

Total Directors

Key Employees

$756,134

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COREY HAMILTON	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
JACQUELINE BARDGETT	VICE CHAIR	2.00	Officer Director	$0	$0	$0
CHRISTINA GREEN	VICE CHAIR OF STRATEGIC PLANNING	2.00	Officer Director	$0	$0	$0
JENNY SHANK	SECRETARY	2.00	Officer Director	$0	$0	$0
THERESA GUEST	TREASURER	2.00	Officer Director	$0	$0	$0
GREG MEIER	IMMEDIATE PAST BOARD CHAIR	3.00	Officer Director	$0	$0	$0
SHARON ABEL	DIRECTOR (THRU 12/2024)	1.00	Director	$0	$0	$0
NATHAN BLACK	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE BUSH	DIRECTOR	1.00	Director	$0	$0	$0
JEFF FISCHER	DIRECTOR	1.00	Director	$0	$0	$0
WILL FRIED	DIRECTOR	1.00	Director	$0	$0	$0
JULIE GRUNLOH	DIRECTOR	1.00	Director	$0	$0	$0
RAFAELLA KEPPEN	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN KINMAN	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY KOPLAR	DIRECTOR	1.00	Director	$0	$0	$0
SAULO MENDEZ	DIRECTOR	1.00	Director	$0	$0	$0
ALEX OGBURN	DIRECTOR	1.00	Director	$0	$0	$0
TRINA OWENS-ROGERS	DIRECTOR	1.00	Director	$0	$0	$0
LYDIA PADILLA	DIRECTOR (THRU 12/2024)	1.00	Director	$0	$0	$0
KEITH PETTI	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT RIRIE	DIRECTOR (THRU 12/2024)	1.00	Director	$0	$0	$0
CHRISTINE SCHLOMANN	DIRECTOR	1.00	Director	$0	$0	$0
LUKE THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS VANA	DIRECTOR	1.00	Director	$0	$0	$0
LYNN WALLIS	DIRECTOR (THRU 12/2024)	1.00	Director	$0	$0	$0
HEATHER WOOD	DIRECTOR	1.00	Director	$0	$0	$0
WENDY SULLIVAN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$399,497	$37,456	$436,953
JEFFREY ARLEDGE	CHIEF FINANCIAL OFFICER	40.00	Officer	$235,139	$29,557	$264,696
JEAN MARSHALL	PRESIDENT	40.00	Officer	$237,735	$34,667	$272,402
THEODORE CHAPMAN	CHIEF PROGRAM OFFICER	40.00	Key Emp	$241,575	$15,262	$256,837
LAUREL TAYLOR	CHIEF HUMAN RESOURCES OFFICER	40.00	Key Emp	$237,778	$8,402	$246,180
THOMAS BARRY	CHIEF DEVELOPMENT OFFICER	40.00	Key Emp	$215,877	$37,240	$253,117
TIMOTHY MEEHLING	VP INFORMATION TECHNOLOGY	40.00	Highest	$181,008	$32,119	$213,127
SHAWN ALLER	IT DIRECTOR	40.00	Highest	$157,666	$27,436	$185,102
AMANDA BARTOSCH	ADMINISTRATION & FINANCE VP	40.00	Highest	$152,067	$30,146	$182,213
LUCAS EVANS	VP CLINICAL SERVICES	40.00	Highest	$150,055	$9,519	$159,574
LINDSEY HENDERSON	VP HUMAN RESOURCES	40.00	Highest	$150,033	$7,932	$157,965

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	$118,986,600	$108,191,906	$111,483,868	$10,794,694
2024	$105,523,744	$94,447,515	$94,987,391	$11,076,229
2023	$90,791,014	$81,661,260	$76,047,991	$9,129,754
2022	$87,505,864	$72,516,825	$59,591,564	$14,989,039
2021	$90,267,693	$66,691,606	$61,270,260	$23,576,087
2020	$72,795,380	$70,061,606	$23,701,863	$2,733,774
2019	$70,160,219	$71,189,867	$25,567,689	$-1,029,648
2018	$66,091,784	$65,779,144	$21,655,656	$312,640

EASTER SEALS MIDWEST