The Extension Inc (EIN 581915156) - 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

1991

Legal Domicile

Phone

7705909075

Tax Period

2024-07-01 to 2025-06-30

The Extension Inc, founded in 1991, is a community nonprofit in the Housing & Shelter sector that reported $4.3M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Net assets of $9.9M represent 28 months of operating reserves.

Mission

Professional addiction counseling and support services, including a residential program for those undergoing rehab. Provides counseling and related services.

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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 $4,002,166

Program Service Revenue $243,650

Investment Income $6,377

Other Revenue $40,028

TOTAL REVENUE $4,292,221

Expense Breakdown

Grants Paid $371,870

Salaries & Benefits $2,932,796

Fundraising Expenses $298,426

Program Expenses $3,819,477

Other Expenses $1,039,349

TOTAL EXPENSES $4,377,370

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,292,221	$4,661,809	-0.1%
Expenses	$4,377,370	$3,889,804	+0.1%
Net Income	$-85,149	$772,005	-1.1%

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

1200

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

$251,559

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY ADAMS	Secretary	1.0	Officer Director	$0	$0	$0
KIM GRESH	Vice Chair	1.0	Officer Director	$0	$0	$0
SHELLEY ELDER	Board Chair	5.0	Officer Director	$0	$0	$0
TAMMY GUELFO	Treasurer	1.0	Officer Director	$0	$0	$0
ANGELA ROBINSON	MEMBER	0.5	Director	$0	$0	$0
CARLA JACKSON	MEMBER	0.5	Director	$0	$0	$0
DANIEL SCRUGGS	Member	0.5	Director	$0	$0	$0
DAVID MCKOY	MEMBER	0.5	Director	$0	$0	$0
DAVID SCHWICKERATH	Past BOARD CHAIR	1.0	Director	$0	$0	$0
GREG STONE	MEMBER	0.5	Director	$0	$0	$0
JOHN ALDAY	MEMBER	0.5	Director	$0	$0	$0
JOHN SCADUTO	MEMBER	0.5	Director	$0	$0	$0
JOSH LOUD	MEMBER	0.5	Director	$0	$0	$0
LORI JOUTY	MEMBER	1.0	Director	$0	$0	$0
MATT GIDDENS	MEMBER	0.5	Director	$0	$0	$0
NATE POULNOT	MEMBER	0.5	Director	$0	$0	$0
ORRIN SCOTT HAMILTON	MEMBER	0.5	Director	$0	$0	$0
PAUL STEWART	MEMBER	0.5	Director	$0	$0	$0
SASHA UGI	MEMBER	0.5	Director	$0	$0	$0
SCOTT NATION	MEMBER	0.5	Director	$0	$0	$0
SEAN FERRELL	MEMBER	0.5	Director	$0	$0	$0
Valerie McGehee	Member	1.0	Director	$0	$0	$0
WILLIAM HARPER	Member	0.5	Director	$0	$0	$0
DAN JOHNSON	DEPUTY EXECUTIVE DIRECTOR	40.0	Officer	$108,041	$10,424	$118,465
TYLER DRIVER	EXECUTIVE DIRECTOR	40.0	Officer	$99,170	$33,924	$133,094
Betsy Matthews	Director of Development	40.0	Highest	$104,525	$10,424	$114,949

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	$4,292,221	$4,377,370	$10,886,744	$-85,149
2024	$4,661,809	$3,889,804	$10,618,398	$772,005
2023	$3,247,393	$2,742,380	$10,514,598	$505,013
2022	$4,154,653	$2,549,078	$8,938,510	$1,605,575
2021	$3,567,088	$2,000,390	$3,908,993	$1,566,698
2020	$1,572,648	$1,662,184	$2,523,779	$-89,536
2019	$2,121,209	$1,453,653	$2,450,098	$667,556

The Extension Inc