VISION ASSOCIATES INC (EIN 522382110) - 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

2002

Legal Domicile

Principal Officer

CHARLES HELZBERG

Phone

9133278245

Tax Period

2023-01-01 to 2023-12-31

VISION ASSOCIATES INC, founded in 2002, is a micro nonprofit in the Housing & Shelter sector that reported $161 in total revenue in fiscal year 2023. Revenue fell 107% from the prior year — a significant decline worth monitoring.

Mission

TO SUPPORT OTHER CHARITABLE ORGANIZATIONS INCLUDING SPECIFICALLY THE JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY.

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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 $0

Program Service Revenue $0

Investment Income $-161

Other Revenue $0

TOTAL REVENUE $-161

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,359

Other Expenses $6,359

TOTAL EXPENSES $6,359

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-161	$2,357	-1.1%
Expenses	$6,359	$6,439	0.0%
Net Income	$-6,520	$-4,082	+0.6%

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

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

$271,905

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STANLEY BUSHMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHARLES M HELZBERG	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
LAUREN MATTLEMAN HOOPES	TRUSTEE	1.00	Director	$0	$36,272	$271,905
JAMES KLEIN	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN TAYLOR	CFO	1.00	Highest	$0	$20,580	$153,577
JOSHUA STEIN	DIRECTOR OF PHILANTHROPY	1.00	Highest	$0	$13,829	$129,672

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
2024	No data	No data	No data	No data
2023	$-161	$6,359	$2,605,980	$-6,520
2022	$2,357	$6,439	$2,605,898	$-4,082
2021	$-752	$11,465	$2,618,879	$-12,217
2020	$-4,035	$1,696	$2,624,217	$-5,731
2019	$4,562	$6,433	$2,617,249	$-1,871
2018	$-1,017	$6,407	$2,614,724	$-7,424

VISION ASSOCIATES INC