AVERY ASSOCIATION FOR EXCEPTIONAL CITIZENS (EIN 561087868) - 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

1975

Legal Domicile

Principal Officer

REV DENNIS QUACKENBOSS

Phone

2827332944

Tax Period

2023-07-01 to 2024-06-30

AVERY ASSOCIATION FOR EXCEPTIONAL CITIZENS, founded in 1975, is a community nonprofit in the Employment sector that reported $1.3M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

HOUSING AND ACTIVITIES FOR DISABLED ADULTS

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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 $326,755

Program Service Revenue $967,233

Investment Income $0

Other Revenue $46,822

TOTAL REVENUE $1,340,810

Expense Breakdown

Grants Paid $0

Salaries & Benefits $742,921

Fundraising Expenses $0

Program Expenses $1,105,047

Other Expenses $570,704

TOTAL EXPENSES $1,313,625

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,340,810	$1,175,979	+0.1%
Expenses	$1,313,625	$1,223,550	+0.1%
Net Income	$27,185	$-47,571	-1.6%

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

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

$51,841

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENNIS QUACKENBOSS	CHAIRMAN	5.00	Officer Director	$0	$0	$0
DEBRA WILCOX	VICE-CHAIRMAN	5.00	Officer Director	$0	$0	$0
BUFFY CLARK	TREASURER	5.00	Officer Director	$0	$0	$0
RODNEY SMITH	SECRETARY	5.00	Officer Director	$0	$0	$0
KIM COFFEY-CUTHBERTSON	BOARD MEMBER	5.00	Director	$0	$0	$0
CAROL HOLDEN	BOARD MEMBER	5.00	Director	$0	$0	$0
MARTHA JAYNES HICKS	BOARD MEMBER	5.00	Director	$0	$0	$0
KRIS GOFORTH	BOARD MEMBER	5.00	Director	$0	$0	$0
GARLAND HONEYCUTT	BOARD MEMBER	5.00	Director	$0	$0	$0
DALE TRIVETTE	EXECUTIVE DIRECTOR	40.00	Officer	$51,841	$0	$51,841
RENEE RUSSELL	BOARD MEMBER	5.00	Director	$0	$0	$0
DR BARBARA HOLDCROFT	BOARD MEMBER	5.00	Director	$0	$0	$0
SHARON STEWART	BOARD MEMBER	5.00	Director	$0	$0	$0
VANESSA HENLEY	BOARD MEMBER	5.00	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	$1,340,810	$1,313,625	$1,240,253	$27,185
2023	$1,175,979	$1,223,550	$1,187,716	$-47,571
2022	$1,138,043	$1,026,459	$1,180,173	$111,584
2021	$1,228,540	$889,033	$1,065,741	$339,507
2020	$848,293	$854,329	$805,414	$-6,036
2019	$931,398	$769,403	$733,496	$161,995

AVERY ASSOCIATION FOR EXCEPTIONAL CITIZENS