Assurance Development and Management Corporation (EIN 465465652) - 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

2014

Legal Domicile

Principal Officer

Tom Stephens

Phone

9315109044

Tax Period

2024-07-01 to 2025-06-30

Assurance Development and Management Corporation, founded in 2014, is a small nonprofit in the Housing & Shelter sector that reported $490K in total revenue in fiscal year 2024. The organization ran a surplus of $114K, a strong 23% operating margin.

Mission

Provide housing related opportunities or activities to low to moderate income families.

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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 $29,700

Program Service Revenue $460,308

Investment Income $0

Other Revenue $0

TOTAL REVENUE $490,008

Expense Breakdown

Grants Paid $254

Salaries & Benefits $8,082

Fundraising Expenses $0

Program Expenses $346,362

Other Expenses $367,537

TOTAL EXPENSES $375,873

Year-over-Year Comparison

	2024	2023	Change
Revenue	$490,008	N/A	N/A
Expenses	$375,873	N/A	N/A
Net Income	$114,135	N/A	N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kenneth Mabery	Employee	15.00	Highest	$5,669	$0	$5,669
Tom Stephens	President	0.50	Officer	$0	$0	$0
Earl Carwile	Vice President/Treasurer	0.50	Officer	$0	$0	$0
Ashley Pealer-Richards	Secretary	0.50	Officer	$0	$0	$0
Robbie Melton	Director	0.50	Officer	$0	$0	$0
Ruth Hill	Director	0.50	Officer	$0	$0	$0
Ralph Robbins	Director	0.50	Officer	$0	$0	$0
James Shenko	Director	0.50	Officer	$0	$0	$0
Ina Stephens	Director	0.50	Officer	$0	$0	$0
Mickey Ledbetter	Director	0.50	Officer	$0	$0	$0
Vickie White	Director	0.50	Officer	$0	$0	$0
Shelia Kyle	Director	0.50	Officer	$0	$0	$0
Catherine Stanley	Director	0.50	Officer	$0	$0	$0
Carl Laasch	Director	0.50	Officer	$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	$490,008	$375,873	$506,376	$114,135
2024	$135,375	$179,050	$167,194	$-43,675
2023	$277,891	$207,663	$219,299	$70,228

Assurance Development and Management Corporation