ADAPTIVE SPIRIT (EIN 452843918) - 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

2011

Legal Domicile

Principal Officer

Amos Smith

Phone

3032259732

Tax Period

2023-07-01 to 2024-06-30

ADAPTIVE SPIRIT, founded in 2011, is a community nonprofit in the Community Improvement sector that reported $2.0M in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $436K, a strong 21% operating margin.

Mission

Adaptive Spirit, an industry trade organization, is focused on building business relationships and networking unique to the telecommunications industry. It holds an annual business-building event for members. The annual event includes networking, education and relationship-building activities.

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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 $48,000

Program Service Revenue $1,961,216

Investment Income $20,868

Other Revenue $0

TOTAL REVENUE $2,030,084

Expense Breakdown

Grants Paid $510,530

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,578,543

Other Expenses $1,083,506

TOTAL EXPENSES $1,594,036

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,030,084	$1,492,741	+0.4%
Expenses	$1,594,036	$1,531,821	+0.0%
Net Income	$436,048	$-39,080	-12.2%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steve Raymond	Chairperson	3.00	Officer Director	$0	$0	$0
Nomi Bergman	Director	1	Director	$0	$0	$0
Rich DiGeronimo	Director	1	Director	$0	$0	$0
Brad Parobek	Director	1	Director	$0	$0	$0
Deborah Flippo	Secretary	2	Officer Director	$0	$0	$0
Pete Wisowaty	Director	1	Director	$0	$0	$0
Tim Gropp	Director	1	Director	$0	$0	$0
Ewam de Freitas	Director	1	Director	$0	$0	$0
Tom Wlodkowski	Director	1	Director	$0	$0	$0
Doug Moore	Director	1	Director	$0	$0	$0
Ken Toll	Legal Advisor	1	Director	$0	$0	$0
Amos Smith	Treasurer	3	Officer Director	$0	$0	$0
Colleen Langner	Director	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
2025	No data	No data	No data	No data
2024	$2,030,084	$1,594,036	$1,088,040	$436,048
2023	$1,492,741	$1,531,821	$641,055	$-39,080
2022	$1,264,459	$1,307,171	$602,915	$-42,712
2021	$768,383	$890,369	$826,680	$-121,986

ADAPTIVE SPIRIT