NATIONAL CENTER ON INSTITUTIONS AND ALTERNATIVES INC (EIN 521094078) - 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

1977

Legal Domicile

Principal Officer

CAROLE ARGO

Phone

4437801300

Tax Period

2023-07-01 to 2024-06-30

NATIONAL CENTER ON INSTITUTIONS AND ALTERNATIVES INC, founded in 1977, is a mid-sized nonprofit that reported $40.6M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $37.8M left a modest 7% surplus.

Mission

NCIA OPERATES COMMUNITY RESIDENCES AND A VOCATIONAL PROGRAM FOR DEVELOPMENTALLY DISABLED ADULTS, A SPECIAL EDUCATION SCHOOL, AND OTHER SOCIAL SERVICES PROGRAMS DESCRIBED ON OUR WEBSITE.

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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 $1,415,969

Program Service Revenue $37,911,529

Investment Income $972,063

Other Revenue $303,215

TOTAL REVENUE $40,602,776

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,857,945

Fundraising Expenses $0

Program Expenses $31,294,879

Other Expenses $12,949,292

TOTAL EXPENSES $37,807,237

Year-over-Year Comparison

	2023	2022	Change
Revenue	$40,602,776	$35,623,175	+0.1%
Expenses	$37,807,237	$34,784,310	+0.1%
Net Income	$2,795,539	$838,865	+2.3%

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

626

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

$835,757

Total Directors

$137,743

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONALD VAIL	CFO AFTER 6/20/24	40.00	Officer Director	$0	$0	$0
HERBERT HOELTER	CO-FOUNDER/CHAIRMAN UNTIL 5/2/24	40.00	Officer Director	$137,743	$0	$137,743
ANDREW JAMES HUNT	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTINE PAHIGIAN	DIRECTOR	0.50	Director	$0	$0	$0
LINDSAY M HAYES	DIRECTOR	0.50	Director	$0	$0	$0
RHONDA PIERCE-BROOKS	DIRECTOR	0.50	Director	$0	$0	$0
VINCENT M WESLEY	DIRECTOR	0.50	Director	$0	$0	$0
WALID PETRI	DIRECTOR	0.50	Director	$0	$0	$0
AARON BUKOWITZ	DIRECTOR AFTER 6/20/24	0.50	Director	$0	$0	$0
DEBORAH KAKARIS	SECRETARY AFTER 12/1/23	0.50	Officer Director	$0	$0	$0
CAROLE ARGO	CHIEF EXECUTIVE OFFICER	40.00	Officer	$382,400	$14,259	$396,659
SHAWNA GOTTLIEB	CFO UNTIL 6/20/24	40.00	Officer	$225,844	$4,034	$229,878
ALICE KEEPERS	SECRETARY	40.00	Officer	$69,610	$1,867	$71,477
KAREN JOHNSON	EXECUTIVE DIRECTOR OF COMMUNITY SERVICES	40.00	Highest	$116,586	$1,170	$117,756
EMMETT HIGHBAUGH	CHIEF PROGRAM OFFICER	40.00	Highest	$101,538	$0	$101,538

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	$40,602,776	$37,807,237	$41,479,261	$2,795,539
2023	$35,623,175	$34,784,310	$34,726,528	$838,865
2022	$35,283,782	$39,234,903	$26,410,698	$-3,951,121
2021	$38,419,646	$32,189,300	$28,906,060	$6,230,346
2020	$33,687,506	$31,232,692	$26,361,059	$2,454,814
2019	$32,125,084	$30,717,512	$17,516,923	$1,407,572
2018	$29,924,305	$28,965,730	$15,169,604	$958,575

NATIONAL CENTER ON INSTITUTIONS AND ALTERNATIVES INC