IMPACT OF THE PIEDMONT INC (EIN 561326771) - 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

Principal Officer

DANIEL WHICKER

Phone

3367513276

Tax Period

2024-07-01 to 2025-06-30

IMPACT OF THE PIEDMONT INC, founded in 1981, is a community nonprofit in the Human Services sector that reported $2.4M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $2.2M left a modest 7% surplus.

Mission

TO PROVIDE INDIVIDUALIZED HOME AND COMMUNITY-BASED SUPPORT FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND INDIVIDUALS WITH MENTAL HEALTH CHALLENGES.

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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 $36,030

Program Service Revenue $2,301,339

Investment Income $17,539

Other Revenue $0

TOTAL REVENUE $2,354,908

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,497,131

Fundraising Expenses $0

Program Expenses $1,618,863

Other Expenses $683,968

TOTAL EXPENSES $2,181,099

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,354,908	$1,905,620	+0.2%
Expenses	$2,181,099	$1,854,112	+0.2%
Net Income	$173,809	$51,508	+2.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMANDA CHRISTIAN	BOARD MEMBER	5.00	Director	$0	$0	$0
ALICE GREEN	BOARD MEMBER	5.00	Director	$0	$0	$0
DANIEL LOBB	TREASURER	10.00	Officer Director	$0	$0	$0
ALYSON MORSE	SECRETARY	10.00	Officer Director	$0	$0	$0
MEGHAN RODGERS	BOARD MEMBER	5.00	Director	$0	$0	$0
GWEN RUDD	FRMR CHAIRPE	5.00	Director	$0	$0	$0
KRISTA THURLOW	BOARD MEMBER	5.00	Director	$0	$0	$0
DIANE WALLACE	VICE CHAIR	10.00	Officer Director	$0	$0	$0
DANIEL WHICKER	CHAIRPERSON	10.00	Officer Director	$0	$0	$0
SARAH YOUNG	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	$2,354,908	$2,181,099	$1,401,957	$173,809
2024	$1,905,620	$1,854,112	$1,239,172	$51,508
2023	$1,583,194	$1,355,115	$1,177,210	$228,079
2022	$1,110,541	$1,002,927	$877,150	$107,614
2021	$1,141,974	$873,113	$745,042	$268,861
2020	$927,549	$913,359	$469,977	$14,190
2019	$881,803	$971,246	$443,849	$-89,443

IMPACT OF THE PIEDMONT INC