InReach (EIN 521084075) - 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

1974

Legal Domicile

Principal Officer

Lori Gougeon

Phone

7045366661

Tax Period

2022-07-01 to 2023-06-30

InReach, founded in 1974, is a mid-sized nonprofit in the Human Services sector that reported $21.9M in total revenue in fiscal year 2022. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $21.2M left a modest 4% surplus.

Mission

Dedicated to providing high quality residential and community services to individuals with developmental and other disabilities in Mecklenburg and surrounding counties.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,599,603

Program Service Revenue $20,300,965

Investment Income $20,379

Other Revenue $24,270

TOTAL REVENUE $21,945,217

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,603,108

Fundraising Expenses $396,164

Program Expenses $17,644,573

Other Expenses $11,564,274

TOTAL EXPENSES $21,167,382

Year-over-Year Comparison

	2022	2021	Change
Revenue	$21,945,217	$19,574,939	+0.1%
Expenses	$21,167,382	$19,451,392	+0.1%
Net Income	$777,835	$123,547	+5.3%

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

276

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

$245,194

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lori Gougeon	President & CEO	50.00	Officer	$222,741	$22,453	$245,194
Deanna Dycus	N/A	50.00		$139,864	$0	$139,864
Debbie Shiflett	N/A	50.00		$123,860	$0	$123,860
Chris Brigman	N/A	50.00		$106,328	$0	$106,328
Kathi Knier	N/A	50.00		$103,185	$0	$103,185
Laura Reynolds	Former Chair	1.00	Director	$0	$0	$0
Sandra DuPuy	Chairman	2.00	Officer Director	$0	$0	$0
Rob Ponton	Treasurer	1.00	Officer Director	$0	$0	$0
Doug Knowlton	Director	1.00	Director	$0	$0	$0
Cameron Montgomery	Director	1.00	Director	$0	$0	$0
Justin Elliott	Director	1.00	Director	$0	$0	$0
Dennis Knasel	Director	1.00	Director	$0	$0	$0
Jodie Anderson	Director	1.00	Director	$0	$0	$0
Darren Bing	Director	1.00	Director	$0	$0	$0
Caitlin Horne	Vice Chair	2.00	Officer Director	$0	$0	$0
Bruce Downing	Director	1.00	Director	$0	$0	$0
Joe Cherry	Director	1.00	Director	$0	$0	$0
John Kirkland	Director	1.00	Director	$0	$0	$0
Chris Campolmi	Director	1.00	Director	$0	$0	$0
William Bockenek	Secretary	1.00	Officer Director	$0	$0	$0
Mallen Bruggeman	Director	1.00	Director	$0	$0	$0
Raj Pragasam	Director	1.00	Director	$0	$0	$0
Gregory Proctor	Director	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	No data	No data	No data	No data
2023	$21,945,217	$21,167,382	$8,820,111	$777,835
2022	$19,574,939	$19,451,392	$7,914,694	$123,547
2021	$23,092,110	$19,021,042	$7,913,848	$4,071,068
2020	$17,727,505	$17,612,363	$5,221,078	$115,142
2019	$16,868,887	$16,651,978	$3,549,075	$216,909
2018	$15,587,236	$15,057,162	$3,293,878	$530,074

InReach