ASSOCIATION ON AGING WITH DEVELOPMENTAL DISABILITIES (EIN 431708529) - 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

1994

Legal Domicile

Principal Officer

PAMELA MERKLE

Phone

3146478100

Tax Period

2024-07-01 to 2025-06-30

ASSOCIATION ON AGING WITH DEVELOPMENTAL DISABILITIES, founded in 1994, is a community nonprofit in the Human Services sector that reported $2.1M in total revenue in fiscal year 2024. Expenses of $1.9M left a modest 7% surplus.

Mission

THE ORGANIZATION SUPPORTS AND SERVES AGING ADULTS WITH DEVELOPMENTAL DISABILITIES TO PROMOTE THEIR DIGNITY AND INDEPENDENCE

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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 $1,854,591

Program Service Revenue $184,596

Investment Income $18,425

Other Revenue $8,736

TOTAL REVENUE $2,066,348

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,570,241

Fundraising Expenses $116,065

Program Expenses $1,644,018

Other Expenses $353,087

TOTAL EXPENSES $1,923,328

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,066,348	$1,974,837	+0.0%
Expenses	$1,923,328	$1,828,428	+0.1%
Net Income	$143,020	$146,409	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

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

$87,656

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY ANN TOLLIVER	PRESIDENT	2.00	Officer Director	$0	$0	$0
MYRA JACKSON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CRAIG SEVER	TREASURER	2.00	Officer Director	$0	$0	$0
MARTHA BROWN	SECRETARY	2.00	Officer Director	$0	$0	$0
KELLI BARTON	MEMBER	1.00	Director	$0	$0	$0
JILL CIGLIANA	MEMBER	1.00	Director	$0	$0	$0
CAROL CREBS	MEMBER	1.00	Director	$0	$0	$0
YVONNDA FORD	MEMBER	1.00	Director	$0	$0	$0
CATHERINE GOEBEL	MEMBER	1.00	Director	$0	$0	$0
EMILY HARTLEY	MEMBER	1.00	Director	$0	$0	$0
HADLEY KOMBRINK	MEMBER	1.00	Director	$0	$0	$0
KATIE MACLEAN	MEMBER	1.00	Director	$0	$0	$0
TERRY REISER	MEMBER	1.00	Director	$0	$0	$0
GWENDOLYN RODRIGUEZ	MEMBER	1.00	Director	$0	$0	$0
NANCY SHREWSBURY	MEMBER	1.00	Director	$0	$0	$0
MELANIE THERIAULT	MEMBER	1.00	Director	$0	$0	$0
SARAH WARD	MEMBER	1.00	Director	$0	$0	$0
BUZ ZEMAN	MEMBER	1.00	Director	$0	$0	$0
PAMELA MERKLE	EXECUTIVE DIRECTOR	40.00	Officer	$87,656	$0	$87,656

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	$2,066,348	$1,923,328	$1,841,907	$143,020
2024	$1,974,837	$1,828,428	$1,691,803	$146,409
2023	$1,814,124	$1,665,768	$1,543,206	$148,356
2022	$1,562,027	$1,298,075	$1,343,836	$263,952
2021	$1,501,405	$1,307,525	$1,279,251	$193,880

ASSOCIATION ON AGING WITH DEVELOPMENTAL DISABILITIES