WASHINGTON COUNTY BOARD FOR HANDIC

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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

1982

Legal Domicile

Principal Officer

MARTY PORTELL

Phone

5734382864

Tax Period

2023-01-01 to 2023-12-31

WASHINGTON COUNTY BOARD FOR HANDIC, founded in 1982, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $2.0M exceeded revenue, resulting in a 10% operating deficit.

Mission

PROVIDE SHELTERED WORKSHOP FOR HANDICAPPED CITIZENS OF WASHINGTON COUNTY

Program Service Accomplishments

Program 1

Expenses: $813,126 Revenue: $702,922

Provide residential facilities, sheltered woekshops, etc for persons with developmental disabilities.

Program 2

Expenses: $1,187,444 Revenue: $1,113,956

Provide targeted case management for persons with developmental disabilities.

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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 $706,621

Program Service Revenue $1,070,048

Investment Income $16,209

Other Revenue $24,350

TOTAL REVENUE $1,817,228

Expense Breakdown

Grants Paid $0

Salaries & Benefits $993,324

Fundraising Expenses $0

Program Expenses $2,000,570

Other Expenses $1,007,246

TOTAL EXPENSES $2,000,570

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,817,228	$1,580,436	+0.1%
Expenses	$2,000,570	$1,292,542	+0.5%
Net Income	$-183,342	$287,894	-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

N/A

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

Key Employees

$93,509

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGARET BULLOCK	VICE PRESIDENT	1	Officer	$0	$0	$0
RICK DEGONIA	TREASURER	1	Officer	$0	$0	$0
LISA KING	MEMBER	1	Director	$0	$0	$0
FRAN PASHIA	SECRETARY	1	Officer	$0	$0	$0
SHARON GIBSON	MEMBER	1	Director	$0	$0	$0
MARY ANN PRATT	MEMBER	1	Director	$0	$0	$0
MARTY PORTELL	PRESIDENT	1	Officer	$0	$0	$0
BARB COLEMAN	MEMBER	1	Director	$0	$0	$0
JEFFERY RICHARDS	DIRECTOR	40	Key Emp	$93,509	$0	$93,509
T R DUDLEY	MEMBER	1	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
2023	$1,817,228	$2,000,570	$1,962,959	$-183,342
2022	$1,580,436	$1,292,542	$2,154,523	$287,894
2021	$1,568,186	$1,180,323	$1,877,697	$387,863
2020	$1,396,570	$1,147,594	$1,501,873	$248,976
2019	$1,351,487	$1,442,860	$1,266,219	$-91,373
2018	$1,341,071	$1,276,650	$1,371,217	$64,421