Abilities at San Juan Inc (EIN 550807511) - 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

Kenneth Crum

Phone

7275387370

Tax Period

2024-07-01 to 2025-06-30

Abilities at San Juan Inc, founded in 2002, is a small nonprofit in the Housing & Shelter sector that reported $115K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $140K exceeded revenue, resulting in a 22% operating deficit.

Mission

To provide low-income housing to individuals with severe disabilities.

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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 $0

Program Service Revenue $114,769

Investment Income $4

Other Revenue $0

TOTAL REVENUE $114,773

Expense Breakdown

Grants Paid $0

Salaries & Benefits $33,819

Fundraising Expenses $0

Program Expenses $114,453

Other Expenses $106,653

TOTAL EXPENSES $140,472

Year-over-Year Comparison

	2024	2023	Change
Revenue	$114,773	$105,744	+0.1%
Expenses	$140,472	$132,109	+0.1%
Net Income	$-25,699	$-26,365	0.0%

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

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

$1,408,117

Total Directors

$362,046

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Katie Bendel	Vice Chair	0.10	Officer Director	$0	$0	$0
Shirley Quinnell-Friedlander	Treasurer	0.10	Officer Director	$0	$0	$0
Kevin Southcott	Secretary	0.10	Officer Director	$0	$0	$0
Diane McAdams	Director	0.10	Director	$0	$0	$0
Amanda Gomez	Director	0.10	Director	$0	$0	$0
Gilbert Logan	Director	0.10	Director	$0	$0	$0
Barbara McSherry	Director	0.10	Director	$0	$0	$0
Matthew Motko	Executive Director	1.00	Officer Director	$0	$34,121	$208,697
Lisa Ciccolelli	Director-Housing	1.00	Officer Director	$0	$28,483	$153,349
Bruce Patterson	President/CEO	1.00	Officer	$0	$41,830	$668,285
Nathaniel Hoover	Chief Financial Officer	1.00	Officer	$0	$1,962	$377,786

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	$114,773	$140,472	$410,457	$-25,699
2024	$105,744	$132,109	$428,550	$-26,365
2023	$107,829	$122,517	$470,413	$-14,688
2022	$107,955	$111,722	$459,045	$-3,767
2021	$103,100	$105,593	$488,019	$-2,493
2020	$101,594	$123,108	$502,009	$-21,514
2019	$90,504	$126,937	$521,575	$-36,433

Abilities at San Juan Inc