PATHWAYS TO INDEPENDENCE (EIN 431504762) - 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

1987

Legal Domicile

Principal Officer

JODI WOESSNER

Phone

3148630202

Tax Period

2023-07-01 to 2024-06-30

PATHWAYS TO INDEPENDENCE, founded in 1987, is a small nonprofit in the Human Services sector that reported $881K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $854K left a modest 3% surplus.

Mission

PROVIDING GROUP SOCIAL INTERACTION, ADVOCACY, COMMUNITY PARTICIPATION, AND LIFE SKILL TRAINING TO ADULTS WITH COMPLEX LEARNING DISABILITIES AND ASSOCIATED DISORDERS.

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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 $683,349

Program Service Revenue $110,313

Investment Income $31,660

Other Revenue $55,568

TOTAL REVENUE $880,890

Expense Breakdown

Grants Paid $0

Salaries & Benefits $628,320

Fundraising Expenses $132,779

Program Expenses $630,637

Other Expenses $225,590

TOTAL EXPENSES $853,910

Year-over-Year Comparison

	2023	2022	Change
Revenue	$880,890	$724,639	+0.2%
Expenses	$853,910	$635,414	+0.3%
Net Income	$26,980	$89,225	-0.7%

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

Total Directors

$95,061

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JODI WOESSNER	Executive Dir.	1.00	Director	$95,061	$0	$95,061
MIKE LEWIS	President	1.00	Officer Director	$0	$0	$0
KEITH JACOB	Vice President	1.00	Officer Director	$0	$0	$0
STEPHANIE MILLER	Secretary	1.00	Officer Director	$0	$0	$0
HOLLY SWIFT	MEMBER	1.00	Director	$0	$0	$0
JASON LOONEY	MEMBER	1.00	Director	$0	$0	$0
CARY SCHNEITHORST REED	MEMBER	1.00	Director	$0	$0	$0
MICHELE WOODLEY	MEMBER	1.00	Director	$0	$0	$0
CHRIS BEPPLER	MEMBER	1.00	Director	$0	$0	$0
TANYA DUNLAP	MEMBER	1.00	Director	$0	$0	$0
JULES SMILEY	MEMBER	1.00	Director	$0	$0	$0
TRACY BENTON-FELDER	MEMBER	1.00	Director	$0	$0	$0
KATHY LORDO	MEMBER	1.00	Director	$0	$0	$0
JONATHAN GARLAND	MEMBER	1.00	Director	$0	$0	$0
DEREK WOOLRIGE	MEMBER	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	$880,890	$853,910	$1,756,398	$26,980
2023	$724,639	$635,414	$1,670,076	$89,225
2022	$624,820	$578,434	$1,244,064	$46,386
2021	$673,182	$511,235	$1,389,745	$161,947

PATHWAYS TO INDEPENDENCE