ATHELAS INSTITUTE INC (EIN 521225887) - 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

1981

Legal Domicile

Principal Officer

MARK FEINBERG

Phone

4109641241

Tax Period

2024-07-01 to 2025-06-30

ATHELAS INSTITUTE INC, founded in 1981, is a mid-sized nonprofit in the Human Services sector that reported $20.5M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

PROVIDING OPPORTUNITIES FOR GROWTH AND PERSONAL ACCOMPLISHMENT TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES COMPLIMENTED BY QUALITY SERVICES AND MEANINGFUL COMMUNITY ENGAGEMENT.

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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 $34,627

Program Service Revenue $20,070,818

Investment Income $302,937

Other Revenue $42,545

TOTAL REVENUE $20,450,927

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,373,395

Fundraising Expenses $32,513

Program Expenses $17,885,447

Other Expenses $4,846,973

TOTAL EXPENSES $20,220,368

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,450,927	$17,582,030	+0.2%
Expenses	$20,220,368	$17,847,532	+0.1%
Net Income	$230,559	$-265,502	-1.9%

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

433

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

$374,169

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK FEINBERG	CO-PRESIDENT	2.00	Officer Director	$0	$0	$0
DIANE LASOV	CO-PRESIDENT	2.00	Officer Director	$0	$0	$0
SALMAN SHAMSI	BOARD MEMBER	2.00	Director	$0	$0	$0
DAN BALL	BOARD MEMBER	2.00	Director	$0	$0	$0
FRANCINE WESTCOTT MILES	BOARD MEMBER	2.00	Director	$0	$0	$0
GERMAINE NAGLE	BOARD MEMBER	2.00	Director	$0	$0	$0
CHANTELLE TAYLOR	EXECUTIVE DIRECTOR	40.00	Officer	$165,209	$22,063	$187,272
RONALD TAYLOR	CHIEF FINANCIAL OFFICER	40.00	Officer	$169,916	$16,981	$186,897
VICTORIA JORDAN	DIRECTOR OF RESIDENTIAL SE	40.00	Highest	$107,941	$1,963	$109,904
TISHA MATHES	HUMAN RESOURCES DIRECTOR	40.00	Highest	$101,743	$16,981	$118,724
ANTHONY GIBBS	DIRECTOR	40.00	Highest	$106,106	$16,976	$123,082
CHARLES ROSS	SR MANAGER ACCOUNTING/CONTROLLER	40.00	Highest	$104,909	$1,963	$106,872

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	$20,450,927	$20,220,368	$23,583,158	$230,559
2024	$17,582,030	$17,847,532	$22,909,004	$-265,502
2023	$15,190,773	$14,918,175	$22,495,084	$272,598
2022	$16,124,099	$13,386,986	$21,420,432	$2,737,113
2021	$13,906,432	$13,041,475	$22,154,971	$864,957
2020	$12,798,656	$14,377,288	$20,056,742	$-1,578,632
2019	$26,274,577	$13,091,628	$19,911,873	$13,182,949
2018	$13,904,639	$12,572,871	$6,121,449	$1,331,768

ATHELAS INSTITUTE INC